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The Claims sidebar contains the following options: 

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Action Group

Action

Description

Select Job

Tap to select the currently highlighted job as the selected job. The context bar will be updated.

View Group

View

Description

Current Job

Opens the Current Job View

Forecasting

Opens the Forecasting View

Forecasting View

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Forecasting View List

Column

Description

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.

Brickwork

Lockup

Forecasted

brickwork

lockup completion date. If no date is entered, tap to open the Select Date dialog.

Lockup

Fix

Forecasted

lockup

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

New rules in ECM and CLT prevent claim items from being called off or multiple call records being created.

  • Call off of a claim is allowed, with the following exceptions:

 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