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Workfile - Events Tab

Events communicate information to insurance companies. All events are stored in the workfile, and events that are set to be Communicated are sent automatically once the workfile is saved, are stored in the workfile and sent when the estimate is locked. The Events feature allows you to view and create events in the workfile. You can view all events in the workfile Events tab.

Events are categorized in three tabs which include Communicated, History, and Required. Events that are required must be marked Complete in order to process the workfile (e.g., lock estimate).

Overview

Workfile Tabs

See Also

Creating a Workfile Event

Marking an Event Complete

Adding a Repair Status Event

Updating the Vehicle Out-Promised Date

Editing a Repair Status Event

Voiding a Repair Status Event

Screen Description

Repair Order Workfile Screen

Opportunity Workfile Screen