Send back a claim

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • As an OEM claims agent, send back the claims request to the dealer for additional information.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
      주:
      To learn how to create and navigate to the Review & approve form, see Create a repair claim.
    2. Select Review & approve from Activities.
    3. From the drop-down list, select Send back.
      주:
      The Repair claim is sent back to the dealer to update the information on the claim form.
    4. Select Submit.
    5. Enter Comment and Confirm.