Claim Security (for Bookings) and Claim Complexity

When required it is possible to restrict accounting for the claim (all sections) to users with specific authorization level only. When a claim has been marked as requiring additional security; an additional check within the Accounting module will validate that the accountant has appropriate authority when booking on the claim; regardless of the amount that is booked. This additional security may be linked to the Complexity level of the claim; ensuring that all claims which are deemed as complex require such security.

Claim Security #

1. In the Create New Claim wizard, or copy claim wizard, check the Claim Security check box. If your System Administrator has activated the Claim Complexity Level in use the Complex indicator is automatcially activated.
2. Complete the wizard .

Edit Claim Security #

1. Open the standard Claim Properties window of the claim you want to change the security settings.
2. Select Edit Claim Security Flag from the Menu.
3. Clear or set the indicator as requested.

If your System Administrator has activated the Claim Complexity Level in use functionality, the change in the Claim Security will update the Complex indicator; Complex claims will always have the Security activated; whereas non-complex claims will always have the Claim Security cleared.

Note! Generally only users with access to the Claim Security field can edit the indicator; however the automatic update of this indicator which takes place when setting/clearing the Complex indicator will take place regardless of this access right.

Claim Complexity #

This functionality is only available if enabled by your System administrator.

1. In the Create New Claim wizard, or copy claim wizard, check the Complex check box. The Claim Security is automatically selected.
2. Complete the wizard

Edit Claim Complexity #

This functionality is only available if enabled by your System administrator.

1. Open the standard Claim Properties window of the claim you want to change the Complexity.
2. Select Edit Claim Properties from the Menu.
3. Clear or set the indicator as requested. Note that if you attempt to change the claim from complex to non-complex this requires that you have access to updating the Claim Security checkbox.
4. The Claim Security checkbox is activated/cleared accordingly.

View the Claim Security Flag Log #

The log file for the Claim Security flag allows you to see which users changed the setting of the indicator.

1. Open the standard Claim Properties of the claim for which you want to inspect the Security Flag log.
2. Select View Claim Security Flag Log from the menu.

You see the log file. Note! Only users with access to the changing the flag can view the log file.