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arbitrators [2016/07/25 16:08] 192.168.9.146 |
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| - | ====== 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. | ||