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worksheet_submitted_pa_review
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This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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worksheet_submitted_pa_review [2016/09/09 15:11] aweijers |
worksheet_submitted_pa_review [2021/08/05 18:00] (current) editor [Remaining Steps] |
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| ===== One Provincial Administrator ===== | ===== One Provincial Administrator ===== | ||
| There are a number of options to view and make a decision on the worksheet. | 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_top_table.png|}} | ||
| {{::pa_claim_number_and_ws_pa_review.png|}} | {{::pa_claim_number_and_ws_pa_review.png|}} | ||
| + | |||
| + | ---- | ||
| + | |||
| ===== Multiple Provincial Administrators ===== | ===== Multiple Provincial Administrators ===== | ||
| When there are multiple PA's available, you will need to assign claims you will be responsible for. | 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|}} | {{::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}} | {{:pa_assign_to_me.png|Assign to Me}} | ||
| + | |||
| + | ---- | ||
| + | |||
| ==== Remaining Steps ==== | ==== Remaining Steps ==== | ||
| These steps are the same regardless of whether there are singular or multiple PAs. | 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. | 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. | ||
| Line 38: | Line 44: | ||
| * [[Worksheet Consumer Input Required]]: The worksheet requires additional information from the consumer. | * [[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. |
| * [[Closed|Closed Withdrawn]]: The consumer removes their interest in proceeding with the claim. | * [[Closed|Closed Withdrawn]]: The consumer removes their interest in proceeding with the claim. | ||
| Line 44: | Line 50: | ||
| - | Provide additional notes as you see fit and save the status change. Please use caution when recording notes as all parties have access to this function. | + | 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}} | {{::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. | ||
worksheet_submitted_pa_review.1473433880.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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