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The Claims sidebar contains the following options:
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Action Group
Action | Description |
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Select Job | Tap to select the currently highlighted job as the selected job. The context bar will be updated. |
View Group
View | Description |
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Current Job | Opens the Current Job View |
Forecasting | Opens the Forecasting View |
Forecasting View
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Forecasting View List
Column | Description |
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Job (select) | Job number. Tap to select the highlighted job as the currently selected job. |
Lot | Lot number of the property. |
Street | Name of the street. |
Suburb | Name of the suburb. |
Supervisor | Name of the supervisor. |
Base | Forecasted base completion date. If no date is entered, tap to open the Select Date dialog. |
Frame | Forecasted frame completion date. If no date is entered, tap to open the Select Date dialog. |
Lockup | Forecasted |
lockup completion date. If no date is entered, tap to open the Select Date dialog. |
Fix | Forecasted |
fix completion date. If no date is entered, tap to open the Select Date dialog. | |
Final | Forecasted final completion date. If no date is entered, tap to open the Select Date dialog. |
Current Job View
This area is currently under development.
Info |
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New rules in ECM and CLT prevent claim items from being called off or multiple call records being created.
Cannot call off if: a) it has an Actual complete date b) it’s not complete, has a Called For date, and the pref for raising claims from forecasts is true (as implemented for PCI/non-PCI) c) it doesn’t have a Called For date |