Action Items vs. Claim Phases
This may be the most debated use of a ClaimWizard feature -- should you use Action Items or Claim Phases?
Claim Phases are used to showcase a HIGH LEVEL 'bucket' that a claim is currently in.
Action Items are used to indicate each intricate step involved in moving a claim to settlement.
By trying to use Claim Phases as Action Items you lose a LOT of tracking and accountability, as well as the ability to automatically assign tasks to team members and alert when things have gone late.