User Tools

Site Tools


arbitrators

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
arbitrators [2016/07/25 16:08]
192.168.9.146
— (current)
Line 1: Line 1:
-====== Arbitrators ====== 
-Arbitrators are people who review and judge claims. 
-===== Create a New Arbitrator ===== 
-To create a new arbitrator select {{:​arbitrator_create.png|Create}} and a contact form will pop up. 
-====Input Information ==== 
-Using the above information collection form, you will insert contact information and other details for the arbitrator. 
-  * Use the pull down menu to select the [[Users_and_Roles|user]] 
-  * Type **Name** 
-  * Provide **Email** 
-  * Select **Add a Phone Number** for each number you would like to add {{:​phone_number.png|Create Phone Number}} If create a new phone number is not visible select {{phone_number_arrow.png|Phone Number}} and create a new phone number will appear. ​ 
-==== Under Review ==== 
-All arbitrators will be under review when they are first entered into the system. Ensure the box for is under review is checked off {{:​under_review.png}}. 
-==== Approve ==== 
-Arbitrators and their contact information will need to be reviewed and approved. Once they have been approved. 
-  * Select the date the arbitrator was approved 
-  * Include details on [[Area Served & Region|area served]], company and any pertinent notes 
-  * Select all of the [[Area Served & Region|region(s)]] they will be handling. To select multiple areas use SHIFT+ cursor for ones right next to each other and CTRL+ cursor for regions not directly next to each other in the list. 
-==== Resume ==== 
-Include basic information about the arbitrator. Specifically how they are qualified to make decisions on claims. This information is also viewable in French as required. 
-  * Add an address using **Add Address** 
-{{:​address.png|Address}} ​ 
-  * Begin typing the address it will auto populate. If Google does not find the address or postal code you will need to manually type the address 
-===== View, Edit, Delete an Arbitrator ===== 
-==== View/Edit ==== 
-When you want to review/edit the details of an arbitrator, use the view/edit button on the main Arbitrator screen. You will be shown a summary of the information collected and assigned. Follow the above mentioned directions for inputting information in order to make any changes. 
-==== Delete ==== 
-In some cases you will need to delete an arbitrator. Use the delete button on the main Arbitrator screen. You will be asked to confirm the operation. 
  
arbitrators.1469462903.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)