Updating Claim Office Profile Data

There are specific rules for processing Claim Office profile updates. Some fields in the profile can be edited or deleted. Use the Claim Office Profile Edit Rules table below to view how claim office profile data is updated.

If the claim office Admin User deletes data from a field they originally populated, (i.e., removes the claim office address), that data on the user's unit is deleted. Admin Users should be careful not to accidentally modify or delete data.

Note: Insurance Company profiles cannot be edited.

Claim Office Profile Edit Rules

Component Name	Field Name or Screen Section	Overwrite Rule	Keep As-Is Rule
Claim Office Company Information	Company and Office Code fields	Fields are overwritten.
Claim Office Company Information	All other fields		User can edit or delete.
Adjustments for Staff Appraiser unit	Adjustments	Overwrite original server-defined adjustment only.	Keep as is any user-defined adjustment.
Catastrophes for Staff Unit	Catastrophes	Overwrite original server-defined catastrophe only.	Keep as is any user-defined catastrophe.
Disclaimer - Printing Rules	All fields	All fields are overwritten.
Disclaimer - Text	Disclaimer Text	All fields are overwritten.
Other Charges	Other Charges	Overwrite original server-defined other charges only.	Keep as is any user-defined other charges.
Staff Appraiser unit Predefined Events	Insurance Company Predefined Events	All fields are overwritten.
Staff Appraiser unit Predefined Events	Claim Office Predefined Events	Overwrite original server-defined event only.	Keep as is any user-defined predefined event.
Predefined Notes	Predefined Notes	Overwrite original server-defined note only.	Keep as is any user-defined predefined note.
Rates	Rates	Overwrite original server-defined rate tables.	Keep as is any user-defined predefined rate tables.
Statement From	Statement From	Overwrite original server-defined statement from entry.	Keep as is any user-defined statement from entry.
Estimating Rules	Rules - Alternate Parts	All fields are overwritten.
Estimating Rules	Rules - Miscellaneous	All fields are overwritten.
Estimating Rules	Rules - Refinish	All fields are overwritten.
Estimating Rules	Rules - Reports	All fields are overwritten.
Estimating Rules	Rules - Total Loss Threshold	All fields are overwritten.
Valuescope User IDs	Valuescope User IDs		All fields are kept as is.