Claim Office Profile - Predefined Events Screen

Use this screen to view a Predefined Events Code table for an insurance company. You can use this screen to assign additional predefined events in the profile.

Description of fields on the screen

Field Label Description
Code This value is the unique code that identifies the event.
Description This is the event description.
Communicated This indicated whether the event is communicated to the insurance company. This value can be edited in the Claim Office Predefined Events pane.
Sequence The insurance company may assign a sequence to any of these events. The sequence number indicated the order in which a predefined event would take place in respect to other sequential events.
Insurance Company Yes indicates that the insurance company requires this event to be logged prior to locking the estimate or supplement.
Claim Office Yes indicates that the insurance company claim office requires this event to be logged prior to locking the estimate or supplement.
Add This option opens the Predefined Event screen and allows you to add a Predefined Event to the table.
Delete This option deleted the selected event.
Edit Select this option to edit the selected event for editing.
Required to Lock Yes indicates that the event is mandatory. If it has not yet been logged in the workfile Events tab, a message dialog will appear when the user tries to lock an estimate or supplement. This value can be edited in the Claim Office Predefined Events pane.

See Also

Creating a Predefined Event

 

 

 

 

 

 

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