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arbitrators [2016/07/26 16:59]
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-====== Arbitrators ====== 
-Arbitrators are people who review and judge claims. 
-===== Create a New Arbitrator ===== 
-To create a new arbitrator select **Add an Arbitrator** and a contact form will pop up. 
- 
-{{:​arbitrator_create.png|Create}} ​ 
-====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 an __**existing**__ user to fill out user information for the arbitrator. The system will ONLY populate users who are not already connected to a role. Their name/​number/​email will all be available under [[Users_and_Roles|Users & Roles]] ​ 
-  * 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 + Right Click for ones right next to each other and CTRL + Right Click 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 
-===== Search ===== 
-To find a particular arbitrator use the search tool. 
-===== 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.1469552355.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)