Inhalt/Content
My Claims
In the left-hand section of the window, you will see the count of your claims sorted by categories. The right-hand part of the window presents an overview of the claims in the selected category, together with some additional details. The columns displayed here depend on the configuration as set up by a supervisor and may also contain generic fields.
You can sort the list by the individual criteria in ascending or descending order. You can also filter the list by claims with specific properties using the button.
The 
button lets you select which columns to display. The drop-down selection may also contain generic fields, depending on the configuration.
Global
The user interface under the Global tab is similar to the one under My Claims – however, here you can see all the claims in the system that you are allowed to see according to your rights.
Search
By default, search searches the content of open claims. The drop-down menu on the search screen further offers the option to extend a search to additional sections. This way, you can optimize search performance.
- Claim Names: The names of claims will also be included in search
- Note: Search also comprises the content of notes assigned to claims
- Agents: Enables support of agent names as query terms
- Assigned Ticket IDs: If you know the ticket ID assigned to the required claim, you can use it as the query term
- Claim IDs: Permits to search for claim IDs
- Claim categories: Applies the search query to the claim category names
- Closed claims: Also searches the contents of closed claims
- Only closed claims: Exclusively limits the search to the contents of closed claims
- Contacts: Searches for hits in the list of contacts.
- Claim reasons: Extends the search also to the claim reasons
- Generic fields: Incorporates the contents of the generic fields with the type “String” into search. The search does technically not include dynamic data fields of any other type (list, long, input…).
After initiating a search, you will receive the list of all results matching the query. The column selection Dropdown permits you to specify the columns – and thus the information – you want displayed.
In case your search returns a large amount of search results, you can use filters to access specific claims more effectively. Depending on the content of the respective column, search boxes with free text entry, drop-down selection lists or selection buttons will be available.