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Claims Management - Data Grooming

To implement Claims Management into Framework, claims against current jobs in Construction must be groomed.

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• Contract Amount - this can be confirmed on the B. Contract screen under the Document group of the list bar.

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STEP 1 - Document Management

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• Select P.C. Variation from the Document group of the list bar
• Edit the tender and create a Misc group
• Create one item with the Variation Amount in the retail debt field.  In the Notes tab enter "Pre Framework PCV"
• Mark the PCV with a Status of Final
• Repeat this process for BVs

STEP 4 – Receipting Payments

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• Select Claims from the Construction group of the list bar
• Click in the Payments section of the screen
• Confirm the deposit amount paid - with the initial deposit having been receipted prior to the claim template having been applied you now need to indicate which Progress Claim the deposit belongs to
• Highlight the Initial Deposit payment in the bottom half of the Claims screen and click the lower right Edit button
• Click on the drop down menu of the Progress Claim field and select Contract Deposit
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• Click the OK button
• If the Initial Deposit was not received in one payment, then perform the same steps to any other deposits which make up the Contract Deposit
• Repeat the process for all monies received for Progress Payments, selecting the appropriate Progress Claim from the drop down menu
• Where the deposit has not been receipted previously click New on the bottom right hand corner (Note: Click in the Payments section of the screen first)

STEP 5 - Reporting

The final steps of the data grooming is to run reports at a job level and then at a company level. 

Printing at the job level

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• Select Claims from the Construction group of the list bar
• Select the Print Preview icon on the Toolbar
• Select Report #811 - Construction Claim (Tax Invoice) & Statement and click the Preview button to run

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Printing at the company level

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• Select the Reports icon on the Toolbar
• Select the Construction - Claims report category and select the Reports tab
• Select Report #5170 - Outstanding Claims and click the Preview button
• On the Base Criteria tab, select the Administration and Construction work flow stages and click OK to run.

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