Manually assessing a claim
- Log in as an assessor. For more information on login credentials, see Operators list and description.
- Click My worklist and select the appropriate claim to assess.
- Review the provided data and either:
- Approve the full claim amount, and then click Pay to update the claim status.
- Adjust and approve the claim amount, and then click Pay to update the status to Paid-Adjusted.
- Click Actions. You can optionally do any of the following tasks:
- Refresh – refresh the claim data.
- Manually request a part return – raise a part return request while assessing the Warranty claim and subsequently return it to the dealer.
- Return to dealer – reassign a claim back to the dealer.
- Request additional information – request additional information from the dealer without reassigning the claim.
- Transfer assignment – transfer the assignment to another work party for assessment.
- Attach a note – attach notes specific to the Warranty claim.
- Create a prior approval request – create a Prior approval case.
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