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--- worksheet_submitted_pa_review [2016/07/25 18:58]
192.168.9.146
+++ worksheet_submitted_pa_review [2021/08/05 18:00] (current)
editor [Remaining Steps]
@@ Line 5: / Line 5: @@
 ===== One Provincial Administrator =====
 There are a number of options to view and make a decision on the worksheet.
-  * Select no claim number __**or**__ the button **Worksheet PA Review**
+  * Select **No Claim Number** __or__ the button **Worksheet PA Review**
 {{::pa_top_table.png|}}
 {{::pa_claim_number_and_ws_pa_review.png|}}
+----
 ===== Multiple Provincial Administrators =====
 When there are multiple PA's available, you will need to assign claims you will be responsible for.
-  * Select **No Claim Number** __**or**__ the button **Worksheet Submitted**
+  * Select **No Claim Number** __or__ the button **Worksheet Submitted**
 {{::pa_worksheet_submitted_multiple.png|}}
-  * Select the **Assign to Me** button located at the top and bottom of the worksheet
+  * Select the **Assign to Me** button located at the top and bottom of the worksheet. If you do not the claim will be visible to all PAs in the [[Area Served Region|region]].
 {{:pa_assign_to_me.png|Assign to Me}}
+----
 ==== Remaining Steps ====
 These steps are the same regardless of whether there are singular or multiple PAs.
-  * Review the claim
+  * Review the claim.
-  * Make any changes/corrections to the claim as required
+  * Make any changes/corrections to the claim as required.
+Sometimes there maybe multiple claims on a particular vehicle. If that happens you will see it highlighted in yellow and a link(s) to a summary of the other claims this VIN has been used on.
+{{::multiple_vin.png|}}
 If there is a reason to send the consumer physical mail as opposed to email.
   * Check off {{:pa_contact_consumer_by_mail.png|Mail}}
-**NOTE:** Letters to the consumer will not be sent automatically through email, but will end up in Letters as In Progress Draft and will then need to be printed and mailed manually.
-There are 3 options for handling the worksheet, select the appropriate one.
+     NOTE: Letters to the consumer will not be sent automatically through email, but will end up in
+     Letters as In Progress Draft and will then need to be printed and mailed manually.
+There are a number of options for handling the worksheet, select the appropriate one.
 {{::change_status_worksheet_pa_review.png|Status Change}}
-  * **[[Worksheet Sent to OEM]]:** All the necessary information is available and the worksheet is ready for the manufacturer to review.
+  * [[Worksheet Sent to OEM]]: All the necessary information is available and the worksheet is ready for the manufacturer to review.
-  * **[[Closed|Closed Worksheet Ineligible]]:** Based upon the review of the information provided the worksheet is considered ineligible and the claim will be closed.
+      * An automated letter will be sent to manufacturer informing them of the new worksheet.
-  * **[[Worksheet Consumer Input Required]]:** The worksheet requires additional information from the consumer.
-       * The consumers dashboard will show that additional information is required. However, until a **phone call** is made or a **[[Letters|manual letter]]** is created and sent, they will not know why or receive a notification to inform them something is required of them
+  * [[Closed|Closed Worksheet Ineligible]]: Based upon the review of the information provided the worksheet is considered ineligible and the claim will be closed.
-  * **[[Closed|Closed Withdrawn]]:** The consumer removes their interest in proceeding with the claim.
+      * A [[Letters|manual letter]] should be sent to consumer outlining the reason why their claim is not eligible under the CAMVAP program.
+  * [[Worksheet Consumer Input Required]]: The worksheet requires additional information from the consumer.
+       * The consumers dashboard will show that additional information is required. However, until a **phone call** is made or a **[[Letters|manual letter]]** is created and sent, they will not know why or receive a notification to inform them something is required of them.
+  * [[Closed|Closed Withdrawn]]: The consumer removes their interest in proceeding with the claim.
+      * A [[Letters|manual letter]] should be sent to consumer confirming that the claim has been closed.
-Provide additional notes as you see fit and save the status change.
+Provide additional notes as you see fit and save the status change.  Please use caution when recording notes as the manufacturer and arbitrator have reading access to this function.
 {{::status_notes.png|Status Notes}}
-**NOTE:** Once the status change has been made it cannot be altered.
-A claim number will not be assigned until it is sent to the manufacturer.
+     NOTE:
+       * Once the status notes are entered it cannot be altered.
+       * A claim number will not be assigned until it is sent to the manufacturer.

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