Create a claim

1. Open the Claims workspace.

2. Click Create .

3. In the Basics section, fill in all fields as necessary. Required fields are marked with a red asterisk.

   1. In the Problem Description field, enter a full description of the claim. This information will come from the customer.

   2. In the Customer field, enter the name of the customer submitting the claim.

   3. From the Category drop-down list, select the reason for the claim. This is added as part of the claim name in the Claims grid.

   4. In the Claim Received Date field, click to select the date the claim was received from the customer.

   5. From the Priority drop-down list, select the priority of the claim. This helps those assigned to the claim to prioritize their work.

   6. (Optional) From the Product drop-down list, select the product the claim refers to. By default, this list is a list of all items from the Products workspace. Your site administrator may link other workspace items here, such as Items.

      Note: The remaining sections are typically filled out as the claim progresses through its workflow.

4. Click Save.

The claim is created, assigned an item number based on the rules set for items created in this workspace, and added to the list of claims in the Claims workspace.