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pa_dashboard [2016/07/25 14:47] 192.168.9.146 [Processes] |
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| - | ====== PA Dashboard ====== | ||
| - | Each dashboard is specific to the user. It will show the claims connected to them. The dashboard shows 3 major states: | ||
| - | |||
| - | * **Needs Attention** are claims that are waiting for your review and/or input | ||
| - | * **Coming Soon** are claims that you are waiting for another user to provide their review and/or input before you can do anything else with it | ||
| - | * **All Open** all open claims you are responsible for regardless of their status | ||
| - | The dashboard is static. If you are not using the application, a best practice will be to refresh your screen [F5] periodically to view any changes. | ||
| - | * Select the circle colour you are interested in: {{:dashboard_colour.png|Dashboard}} | ||
| - | * Below a tabular view will show the claims based on the state you have selected | ||
| - | {{:pa_all.png|}} | ||
| - | ====== Claim Information ====== | ||
| - | ===== Claim ===== | ||
| - | When selecting the claim number you will see the consumers: | ||
| - | * Worksheet if the status is before [[Claim Form Requested]] | ||
| - | * Claim Form if the status is [[Claim Form PA Review]] and after | ||
| - | ===== Consumer ===== | ||
| - | When selecting a consumers name, you will be taken to your email and the consumers email will be auto populated. These emails will not be collected or tracked in the application. | ||
| - | ===== Status ===== | ||
| - | This shows the current [[Status|statuses]] the claim is in. If the button is blue, it means action can be executed by selecting it. That action will depend on the status itself. | ||
| - | ===== Event ===== | ||
| - | This shows upcoming [[Status|events]] and when they are either scheduled for or they are due by. | ||
| - | |||
| - | {{::pa_upcoming_event.png|}} | ||
| - | ===== Manufacturer ===== | ||
| - | When selecting a manufacturer, you will be taken to a summary screen with information about the manufacturer. You will notice some information underlined in blue. When selected, you will be taken to your email and the manufacturers email will be auto populate. These emails will not be collected or tracked in the application. | ||
| - | |||
| - | {{:pa_manufacturer_summary.png|Manufacturer Summary}} | ||
| - | ===== View Status History ===== | ||
| - | To view the different [[Status|statuses]] the claim has been through select the history button {{::pa_history.png|History}}. | ||
| - | |||
| - | {{::pa_claim_status_history.png|}} | ||
| - | ===== Send a Letter ===== | ||
| - | To send an individual a letter select the letter button {{::pa_letter.png|Letter}}. Proceed to [[letters]] to create a manual letter. These letters have been predefined by a CAMVAP administrator. | ||
| - | ====== Technical Inspections ====== | ||
| - | To view the completed technical inspection date and time, report and responses select the inspection button{{::pa_ti.png|Technical Inspection}}. | ||
| - | |||
| - | To submit a inspection response on behalf of the consumer [[Inspection Response]]. | ||
| - | ===== Colour Coding ===== | ||
| - | When a claim is a light **red** in the table it means something needs to be done with it. When a claim is a light **yellow** it means you are waiting for another user to do something with it. When there is no colour then it is open but there is no action required. | ||
| - | {{::pa_colours.png|}} | ||
| - | ====== Letters ====== | ||
| - | Located on the left hand ribbon [[Letters|Letters]] is where you will review letters that cannot be sent due to an invalid placeholder or have been saved and not send to the addressee yet. | ||
| - | ====== Start a New Claim ====== | ||
| - | Located on the left hand ribbon [[Application|Start a New Claim]] is where you submit a claim on behalf of a consumer. | ||
| - | ====== Hearing Venues ====== | ||
| - | Located on the left hand ribbon [[Hearing Venues|Hearing Venues]] is where you can create a new hearing venue. | ||
| - | ====== Processes ====== | ||
| - | There are a number of statuses in the overall process of a consumer submitting a claim in regards to their vehicle. Here are the processes that require an action or communication comes from you. | ||
| - | * [[Worksheet Submitted & PA Review]] | ||
| - | * [[Worksheet Sent to OEM| Worksheet Sent to Manufacturer]] | ||
| - | * [[Worksheet Sent to OEM| Worksheet No Manufacturer Response]] | ||
| - | * [[Worksheet OEM Denied|Worksheet OEM Denied]] | ||
| - | * [[Closed|Closed Worksheet Ineligible]] | ||
| - | * [[Worksheet Approved]] | ||
| - | * [[Claim Form PA Review]] | ||
| - | * [[Closed|Closed Claim Ineligible]] | ||
| - | * [[Closed|Closed Claim Not Return]] | ||
| - | * [[OEM Claim Denied]] | ||
| - | * [[Eligibility Hearing Required]] | ||
| - | * [[Eligibility Hearing Scheduled|Eligibility Decision Overdue]] | ||
| - | * [[Eligibility PA Review]] | ||
| - | * [[Claim Approved]] | ||
| - | * [[Arbitration Hearing Scheduled|Arbitration Decision Overdue]] | ||
| - | * [[Arbitration Decision PA Review]] | ||
| - | * [[Request Technical Inspection]] | ||
| - | * [[Technical Inspection Review Complete]] | ||
| - | * [[Request Award Review]] | ||
| - | * [[Award Clarification PA Review]] | ||
| - | * [[Award Hearing Scheduled|Award Decision Overdue]] | ||
| - | * [[Award PA Review]] | ||
pa_dashboard.1469458077.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)
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