Add an ad-hoc task

Create a task as a processor, adjuster, or manager to help prioritize and plan your claim work better.

Before you begin

Role required: sn_ins_claim_cml.auto_processor, sn_ins_claim_cml.auto_adjuster, or sn_ins_claim_cml.manager

Note:

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

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Open the claim one of the following ways.

   Option	Steps
   From the landing page	From a claims list, select the claim case you want to create a new task for.
   From the applicable case/tasks list	Select the lists icon (). In the Lists tab, navigate to one of the following applicable lists: As a processor, select Commercial auto claim cases, then select All. As an adjuster, select Commercial auto claim adjuster tasks, then select All. As a manager, select Commercial lines claims approvals, then select one of the following: My approvals - Reserves My approvals - Payments In the list, select the case or task that you want to open.

3. Select Add task.
4. Fill in the details on the Create New Commercial Auto Claim Task form.
5. Optional: In the Work notes field, enter any comments that are related to your findings.
   Manually posted comments and system-generated work notes add to the Activity stream for the task.
6. Assign the task to yourself or another user.
7. Select Save.
   The task shows in New status. Active and inactive claim tasks display on the claim case and on the claim Adjuster evaluation step.

What to do next

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

• Work in Progress
  • After a newly created task is assigned to oneself.
  • A task assignee selects Accept to accept the task.
  • A task assignee selects a task currently 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.

• View ad-hoc and system generated tasks for a claim
  View a pending task to prioritize your claim work.