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dashboard_pa

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
  • Below a tabular view will show the claims based on the state you have selected

Claim Information

Claim

When selecting the claim number you will see the consumers:

Folder

Select the folder to see the claim's status, who the assigned provincial administrator and arbitrator's are, any upcoming events and the vehicle's issue, documents, technical inspection and past communication.

Claim Summary

When text is in blue it means there is a function that can occur if selected.

  • Names will link to an email address. You will be taken to your email and the individual's, who's name you selected. Their email will auto populate. These emails will not be collected or tracked in the application
  • Document types the document will open in the lower left-hand corner. Select the file to view it
  • Letters will allow you to view any communication within the system to yourself as the manufacturer in regards to the claim
    • NOTE: Selecting the hyperlinked text will take you to the letter but not attached documents. To view documents attached to a letter. Select view and the file name on the next page.

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 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 events and when they are either scheduled for or they are due by.

If an event is blue. You can select the hyperlink text for additional details.

The next screen will show you details of hearing or inspection. This information will be what is being done, date & time, address or teleconference details. If the hearing is being held in a different time zone and ONLY if it is being held in a different time zone will it show up here.

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.

Manufacturer Summary

View Status History

To view the different statuses the claim has been through select the history button History.

Send a Letter

To send an individual a letter select the letter button 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 buttonTechnical 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.

Letters

Located on the left hand ribbon 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 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 is where you can create a new hearing venue.

Processes

dashboard_pa.txt · Last modified: 2019/01/05 22:10 (external edit)