Assign Claim to Reporting Unit

If you have divided the work within your Claims Department into smaller groups or segments you can assign the Claim to a Reporting Unit. The claim will obviously always be linked to the Business' Reporting Unit, irrespective of what has been recorded on the claim.

Add/Edit Reporting Unit from Claim #

1. Open Claim Links tab - Reporting Units sub-tab.
2. Select Add/Edit from the pop-up menu. The system opens the Maintain Reporting Unit for Claim window.
3. Select the Reporting Unit Category, and select the Reporting Unit
4. Define the Valid Period, and click Save. (Defaults to Insured Period Start Date and 31/12/9999.)
5. Repeat steps 3 - 4 for any additional Reporting Units
6. Click OK.

Remove Reporting Unit from Claim #

1. Open Claim Links tab - Reporting Units sub-tab.
2. Select Add/Edit from the pop-up menu. The system opens the Maintain Reporting Unit for Claim window.
3. Select the Reporting Unit Category, and select the Reporting Unit you want to remove
4. Move it from Selected to Available
5. Click OK