How can I set default Action Items for claims?


Download the Sample Action Item Workflow (pdf / csv)

What Action Items can be used for:

  1. When the task should be added to the claim
  2. Who will be assigned to complete it
  3. When it will be due
  4. What should happen when the item has been completed
  5. What should happen if the item becomes overdue

Types of Action Items:

  • Action items can be grouped into a set called a Workflow
  • You can create different Action Item Workflows to accommodate different reasons for working with a claim:
    • Appraisal
    • Estimation
    • Existing Claim
    • Expert Witness
    • Independent Adjuster
    • Legal Representation
    • Loss Consultant
    • New Claim
    • No Reason Specified for Claim
    • Re-opened/Supplemental
    • Reject Claim
    • Umpire
    • Sales Lead

Attributes of Action Items:

  • Action Item: Name The Action Item
  • Enabled: Enable (green) / Disable (red) Action Item
  • Create When: Claim is Originated, Activity Event Occurs, Claim Enters Phase, Claim Leaves Phase, Task is Completed
  • Default Priority: Important (green) / Critical (red)
  • Assign To: Groups, Claim Roles, Staff (any combination of these)
  • Completion Actions: Create Action Item, Add Log Entry, Send Email, Set Claim Phase (string together Actions to be executed in order specified)
  • Overdue Actions: Create Action Item, Add Log Entry, Assign, Re-assign, Send Email
  • Notes / Instructions: General notes to appear with Action Item