Add a New Claim

By creating the claim directly from the Claims Tab in the Jobs Management module, Moveware will automatically link the claim to the selected job. 


How to Add a New Claim:

  1. Click on the Jobs menu.
  2. Search and select the relevant Job.
  3. Click on the Claim tab.
  4. Click the “Add” button at the top left of the tab. Several fields, including the contact address and branch are automatically populated.  
  5. Select the Type of Claim when the following screen appears after clicking “Add”.

     
  6. Enter any additional information that you may wish to add and click “Save” on the top left corner of the screen. 

Important Note: At this point you have a Claim in the system. We recommend running a Claim-specific Job Type. This one will add a set of claims-specific Diary tasks, that can automatically be associated to a role or a person.  It also can be used to add the extra costs to the job by creating a secondary cost option or by adding to an existing cost option.

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