Create a claim
When creating a claim, there are several fields that can be populated.
The purpose of the fields in the sections is:
| Section | Purpose |
|---|---|
| Basics | Describe the Claim by Description, Product, Customer, Category, Received Date and Priority |
| KPI’s | The KPI section is a non-editable section, it is managed internally. The Flag column contains the status of the claim in a traffic like system. The Status Column is a visual indicator of the state of the Claim in the workflow. If the Claim contains Costing information, the total cost of the claim is shown here. The “Claim Duration” is a calculation of the time to resolve the claim. |
| Assignees | The Assignees section is used to manage the access to the various people inside the claim management application. The comments column will automatically be populated with any comments that are added during workflow transitions The completion date is automatically populated when the claim is completed by the assignee |
| Defect Description | This section is optional and can be used to describe the claim in more detail. For example, if the claim is created on behalf of a customer, a key customer contact be provided. If the claim is against a bought in part, the supplier of that part could be described here. Depending on how claims are managed in your company these fields can be modified, added to or removed if required. |
| Images | In cases where photos are images are provided to describe the claim further, it is possible to upload the files to this section. |
| Costing | The costing section is used by the claim handler to record the internal and external costs of rectifying the claim. |
| Corrective Actions | Corrective Actions are used to ensure the claim is managed and fixed accordingly. As an optional step the CAPA workspace could be linked to this section. |
| Clarification Log | The Clarification log is used to display workflow comments that are entered by users in the process. The clarification log is intended to show key workflow notes during the Claim process |