View the history of a claim

All actions taken and comments added to the claim are logged in the Change Log tab of the claim.

In the Status tab, the Workflow History drop-down highlights when the workflow was moved to the Completed state, who closed it, and the comments that were added.

The Milestones tab is used for tracking and time management related to the claim. By default, there are no milestones. There are columns for target dates, the current status, the time left until the state should be achieved, and when warning messages should be sent. Click Add to add additional milestones to the timeline. Click Edit to modify the contents of each of these columns.

The Clarification Log section in the Claim tab contains the comments added when the claim was moved to the Clarification state and back to the Investigation state.

The KPI's section is automatically updated as the claim is investigated and costed. It includes a flag to highlight its current state and the total time for the claim once it has been completed.