Using The Board View on the Dashboard

This SOP guides team members on how to navigate and use the Claim Wizard Board View to manage open claims efficiently.

Assignee View:
- Navigate to the Claim Wizard Board View.
- Select the "Assignee" category to view open claims based on staff assignments.
- Scroll left to right to view all assignable employees.
- Click and drag to reassign claims to different staff members.
- Utilize the tooltip feature to identify staff roles on each claim.
Carriers View:
- Select the "Carriers" category to view open claims by insurance carrier.
- Scroll horizontally to view different carriers and their respective claims.
- Sort claims by oldest to newest or alphabetically within carriers.
- Click on a claim to open and view detailed information.
Perils View:
- Access the "Perils" category to view claims categorized by types of perils.
- Review common perils such as flood, fire, etc.
- Note that you can change perils in the full claim summary, not in the Board View.
Phases View:
- Navigate to the "Phases" category to view claims based on their current phase.
- Drag and drop claims to change phases for easy workflow management.
- Monitor automatic updates and saving of changes in the bottom right-hand corner.
Reason for Opening View:
- Explore the "Reason for Opening" category to see claims by workflow status.
- This view does not allow direct data manipulation; it provides a quick overview of claim statuses.

Avoid changing critical claim details, such as carriers or perils, directly in the Board View.
Understand staff roles and claim assignments to prevent reassignment errors.

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