Add and Manage Repair Assignments

1. Navigate to the detail's page of the desired claim. See View Claim Details for more information.
2. In the claim navigation pane, select the Suffix Number.

   

3. Select the Repair tab.

   

If no repair assignment exists for the suffix, you can assign one.

1. On the Repair tab, select Assign the Repair.

   

2. Select the desired Shop for the repair.

   

   Note: To select a shop using Resource Lookup, select .

3. If required, use Resource Lookup to select a manager for the repair.

4. Add Due In date and notes as desired.

   Note: Select the Send Notes to Journal check box to include your repair notes in the claim journal.

5. Select Save & Send.

1. On the Repair tab, select Update Status.



2. Select the desired Repair Status and Shop.

   

Note: To select a shop using Resource Lookup, select .

3. Enter the Due In date and ECD (Expected Completion Date) as needed.

   Note: If you change the ECD after entering and saving a status, you must select a reason for the change.

4. Select Save.

1. On the Repair tab, select Repair History.



2. View the Repair History window.

   

Update the repair assignment to send more information to the shop as needed.

1. On the Repair tab, select Update Repair.

   

2. Select the desired Shop and Manager.

   

   Note: To select a shop using Resource Lookup, select .

3. Add notes as desired.

   Note: Select the Send Notes to Journal check box to include your repair notes in the claim journal.

4. Select the check box(es) next to the attachments that you want to include in the repair update.

5. Select Save & Send.

You can update the notes and attachments that are included in the repair assignment. Updating them sends an update to the shop involved with the repair.

1. On the Repair tab, select Notes/Attachments.

   

2. Select the desired Shop and Manager.

   

   Note: To select a shop using Resource Lookup, select .

3. Add notes as desired.

   Note: Select the Send Notes to Journal check box to include your repair notes in the claim journal.

4. Select the check box(es) next to the attachments that you want to include in the repair update.

5. Select Save & Send.

1. On the Repair tab, select Cancel Repair.

   

2. Select Yes, Cancel Repair to confirm the cancellation, or select Don't Cancel to return to the Repair tab.

   

1. On the Repair tab, select Complete Repair.

   

2. Select Yes, Complete Repair to confirm the cancellation, or select Don't Complete to return to the Repair tab.