Creating a Claim Office Predefined Event

The Predefined Events feature allows you to create an event that can be triggered when locking an estimate. Additionally, this feature allows you to view events defined by an insurance company. You cannot edit the insurance company table. However, you can assign additional mandatory rules in the Claim Office Predefined table. Options include Required to Lock and Communicated for events that you create.

To create a Predefined Event

1. Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click on the Predefined Events link located in the left panel.
4. Select Add from the Claim Office Predefined Events toolbar.
5. Enter the event information, and then click OK.

Note: Other options include editing and deleting a Predefined Event.