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technical_inspectors

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Technical Inspector

A technical inspector is a mechanic or other professional who will test, research and provide additional details for a claim.

Create a New Technical Inspector

To create a new technical inspector select (insert screen shot of create) and a form will pop up.

Input Information

Using the collection form, you will insert the company, region, address and contact information for the technical inspector.

  1. Type the name of the company they work for Company
  2. Select the appropriate region Region
  3. Add an address using create an address it will auto populate Address If you do not see create an address, press the arrow next to address
  4. Select create a new contact to include the personal information of a technical inspector Create a New Contact If you do not see add a contact press the arrow next to contact
  5. Provide the technical inspector's name and email Contact Info
  6. Add phone number(s), make sure to include the type of number office, cell, fax etc… Phone Number
  7. Delete phone numbers as required using the delete button

View, Edit or Delete a Technical Inspector

View

To see a summary of the technical inspectors information, select the view button on the main Technical Inspector screen (insert screen shot when Technical Inspector has been separated).

Edit

When additional contact information is required and/or needs to be updated, select the edit button on the main Technical Inspector screen. Follow the above mentioned directions for inputting information in order to make any changes.

Delete

In some cases you will need to delete a technical inspector. Use the delete button on the main Technical Inspector screen. You will be asked to confirm the operation.

technical_inspectors.1460401416.txt.gz · Last modified: 2019/01/05 22:10 (external edit)