> Can I update the details of a Job?
> How do I assign an assessor and/or repairer?
> Can I assign the Job to an external provider?
Can I edit the details of a Job?
Can be completed by users with the role(s): Assessor, CSO, Motor Claims, Cost Control, Superadmin
The View Job screen is broken into sections outlining key details of the job. Should an area of the job be editable, a link appears under the main header that leads to the edit screen. e.g Edit Policy Details under the Claim Information section.
Hovering over the edit link provides you with a list of fields editable via that link.
- Select the link best suited to the details you wish to update
- Complete the edits and click Submit
- To return to the View Job screen click Back to Job
How do I assign an assessor and/or repairer?
Can be completed by users with the role(s): Assessor, CSO, Superadmin
The Allocate Job screen enables the assignment of an assessor and repairer to a job. This screen can be accessed from the view Job page or after registering a job.
- Click Manage Job button at the bottom of the View Job screen
- Select Allocate Zone/Repairer/Assessor from the listed options
- On the Allocate Job screen, select Zone from the drop-down menu this will filter the Assessors and Repairers available to select
- Select Repairer from the drop-down menu to assign
- Select Assessor from the drop-down menu to assign
- Click the Submit button
NOTE
The Assessor and Repairer selection fields allow for keyword searching to locate your preferred party from a long list. Simply start typing once you've clicked on the field to filter the results.
Allocating a repairer will trigger an email notification to the claimant updating them.
Can I assign the Job to an external provider?
Arnie can be configured to replace manual email requests to providers related to the claim such as Tow truck, car concierge, Pickles salvage and car hire services.
- Navigate to relevant job's View Job screen
- Click on the Assign Job to ... link
- Enter information on the pop-up screen if required
- Click Submit
The Job will appear in any related Worklist e.g. Car Concierge Worklist.
Go back Next article: Valuating vehicle and classifying damage
Comments
0 comments
Article is closed for comments.