Viewing Insurance Company Predefined Events

The Predefined Events 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, Sequence, and Communicated for events that you create. This feature is available in insurance company and claim office profiles.

To view insurance company predefined events

  1. Select Configure > Profiles from the menu bar.
  2. Select the profile, and then select Edit from the mini-toolbar.
  3. Click the Predefined Events link.

Overview

Estimating Settings

 

 

 

 

 

 

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