If the selected maintenance repair item line is work that is subject to a policy claim, then this may be identified by use of the policy claim details function. To utilise this function the Policy Claim Details command button is selected. This command button is located in the Toolbar or Tools Menu Bar of the Authorisation form.
This form is constituted of four elements, which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
The content of the Policy Claim menu bar is dependent upon the particular process that is being accessed. The full menu bar contents, however, are as follows:
Exits to the Authorisation form.
Saves the current policy claim details.
Provides online access to a context sensitive Help form.
As with the menu bar, the content of the Policy Claim Details toolbar is dependent upon the particular process that is being accessed. The full toolbar contents, however, are as follows:
Exits the form saving any changes to the policy claims form.
Exits without saving changes.
Provides online access to a context sensitive Help form.
A form is displayed detailing the following information:
A checkbox which, if ticked, denotes that this maintenance repair item line has a policy claim against it.
A supplier reference, invoice number or policy claim number which may be used at a later stage to follow-up the claim. It is also an indicator that a claim is actually being made. It is a twenty character alphanumeric field.
The date settlement of the claim is expected to be received. The Claims Expected field within System Controls determines the number of days added on to the policy claim creation date in order to produce a suggested Settlement Expected date (The default value in this field is normally 90days.
This date may be edited if required.
For entry of up to five lines of additional text relating to this Policy claim within this field.
Once the record has been created, the user has the ability to either amend or delete the Policy record.
Report Generator allows access to policy claims which are on file. It is also useful for the production of reminder letters to suppliers who have failed to respond to outstanding claims. The report generator can select/identify the successful claims easily because this field (Settles Claim Number) shows the value of the originating claim number.