Differences

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

--- worksheet_submitted_pa_review [2016/07/28 11:48]
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. If you do not the claim will be visible to all PAs in the [[Area Served Region|region]]
+  * 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|}}
@@ Line 31: / Line 38: @@
 {{::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.
-  * **ARLENE TO UPDATE**
+      * An automated letter will be sent to manufacturer informing them of the new worksheet.
-      * A automated letter will be sent to X, X, and X.
-      * A [[Letters|manual letter]] should be sent to X, X, and X.
-  * **END UPDATE**
   * [[Closed|Closed Worksheet Ineligible]]: Based upon the review of the information provided the worksheet is considered ineligible and the claim will be closed.
-  * **ARLENE TO UPDATE**
+      * A [[Letters|manual letter]] should be sent to consumer outlining the reason why their claim is not eligible under the CAMVAP program.
-      * A automated letter will be sent to X, X, and X.
-      * A [[Letters|manual letter]] should be sent to X, X, and X.
-  * **END UPDATE**
   * [[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
+       * 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.
-  * **ARLENE TO UPDATE**
-      * A automated letter will be sent to X, X, and X.
-      * A [[Letters|manual letter]] should be sent to X, X, and X.
-  * **END UPDATE**
   * [[Closed|Closed Withdrawn]]: The consumer removes their interest in proceeding with the claim.
-  * **ARLENE TO UPDATE**
+      * A [[Letters|manual letter]] should be sent to consumer confirming that the claim has been closed.
-      * A automated letter will be sent to X, X, and X.
-      * A [[Letters|manual letter]] should be sent to X, X, and X.
-  * **END UPDATE**
-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.

Claim Management System (CMS) Wiki

User Tools

Site Tools

Differences

Page Tools