Claims and claim proposals can be viewed by clicking ''Search'' in the top navigation and ''Claims'' below.
View claims
Claims and claim proposals are listed on two different tabs ''Search'' -> ''Claims'' and ''Claim proposals'' view.
Sorting can be changed in the ''Rearrange'' section:
- Alphabetically (A-Z)
- Alphabetically (Z-A)
- Newest first
- Oldest first
- Last modified first
Create report
IMAGE: From the search results view, a report can also be created in ZIP format, which contains pdf documents of all claims and an excel listing of all claims.
Claim proposal
The desktop user can create a claim proposal through the contract published on the desktop.
See more detailed instructions in the navigation on the left side ''Create claim proposal''.
Viewing the claim
Select the claim from the list and click ''View''.
The claim consists of the following sections:
Basic information
- claim contract, contract identifier, contract type of claim, claim template, name, claim date, claim type, claim target, external participants of the claim, internal participants of the claim and claim attachments.
Claim components
- claim information
Status
- status, claim document, decision, decision maker, decision date, grounds for decision.
Claim history
- timeline of the claim process
IMAGE: In the upper right corner, you can use the ''View contract'' function to view contract terms and conditions and metadata.
Editing the claim
The status of the claim and the rights of the user and the organization affect the making of changes.
- Choose ''Edit''
- Make the necessary changes in the claim editing view.
Search functions
All claims are listed by default.
Search filters:
- claim date
- claim target
- decision date
- internal participants of the claim
- status
