Create an ad-hoc task on a claim

Create a task in a Individual Life Claims case to help prioritize, check the case progress, and plan your claim work. An example is that you can request additional supporting documentation.

始める前に

Role required: sn_ins_claim_indl.dbn_adjuster, sn_ins_claim_indl.manager

このタスクについて

You can create additional tasks as needed on a claim by using the Add task button from the Actions menu, or by using the Create a new record button from the Related records panel.

手順

1. Navigate to All > Financial Services Operations > Workspace.
2. Create a task from the claim workspace tab in a case or from the tasks list.

   Option	Steps
   From the claim workspace in a case	In the Tasks section, select Add claim task. The new task has the case set as the parent record.
   From the tasks list	Select the lists icon (). On the Lists tab, select Individual death claims tasks, and then select All. Select New.

3. On the form, fill in the fields.
   For a description of the field values, see Claim Task form fields.
4. オプション: In the Work notes field, enter any necessary comments.
   The manually posted comments and system-generated work notes are added to the activity stream for the task.
5. Assign the task to yourself or to another user.
6. Select Save.
   The task status is now New. The active and inactive claim tasks are displayed on the claim case and on the claim Adjuster evaluation step.

次のタスク

After a task is created, the task can move to the following statuses depending on the requirement for the task.

• Work in Progress: A task has this status if one of the following conditions occurs:
  • After a new task is assigned to you if you have the either the sn_ins_claim_indl.dbn_adjuster or sn_ins_claim_indl.manager role.
  • A task assignee selects Accept to accept the task.
  • A task assignee selects a task that is in the Awaiting info status.
  • After a task assignee selects Open task to continue working on the task.
• Awaiting info: A task assignee selects Awaiting info.
• Closed complete: A task assignee selects Close to close the task.