Use the Claims List

View the Claims List Page

To view the claims Work Queue:

On the Work Queue menu in the navigation bar, select Claims to open the claims list page.
Select the appropriate tab to view the desired claim list.

Filter a Claims List

Your filter selections persist between sessions.

On the Work Queue menu in the navigation bar, select Claims to open the claims list page.
Select the appropriate tab to view the desired claim list.
Select Filters to expand the filter view.
Modify filters as desired.
Select Save & Apply.

Configure Columns in the Claims List

You can customize which columns appear in your claims list to show only the information you need.

To add a column, select a column title from the Available Columns list and select Add to add it to the Selected Columns list.
To remove a column, select a column title from the Selected Columns list and select Remove.
Note: The Selected Columns list shows the current column order.

Select Up or Down to change the order of the columns shown.
Tip: The top of the list indicates the leftmost column.
Select Save.

Create a New Claims List

On the Work Queue menu in the navigation bar, select Claims to open the claims list page.
Select the New View tab.
Use filters to choose the items you want to be displayed in the claims list.

Note: If you cannot see the filter options, select to expand the Filter section.
Select Configure Columns to choose which columns are shown in the list and in what order they appear.
Enter a name for the view.
Select Save New View.

Column Descriptions

Name	Description
Claim Number	The Claim number.
Suffix ID	The subcategory or segment within the Claim Number.
Vehicle/Property	The year, make, and model of the vehicle.
Insured	The insured's name (last name, first name).
Claim Created	The date the claim was first entered.
Loss Date	The date the vehicle was damaged.

Filter Components

Name	Description
Claim/Policy	The Claim number (including any additional identifying number) and/or the policy number.
Responsibility	Filter estimates assigned to a specific adjuster or office. Select to open the Resource Lookup window.
Insured/Claimant/Owner	Select Insured, Claimant, or Owner, and enter the person's last name and phone number.
Vehicle Info	The VIN and license plate number of the vehicle in the claim.
Claim Created	The date the claim was first entered. Select a range, or select the to choose an exact date.
Loss Date	The date the vehicle was damaged. Select a range, or select the to choose an exact date.
With Estimates	Filter estimates based on the source, the status, the date received, and/or the estimate gross dollar amount. To filter by source, select the check box to select the source type, and then select to open the Resource Lookup window and select the desired resources.