When a consumer first submits a qualification worksheet it will show up without a claim number.

• Select under the claim column or select the under the status column
• Review the claim
• Make any changes/corrections to the claim as required

If there is a reason to send the consumer physical mail as opposed to email.

• Check off

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.

• When there are multiple PAs available an assign to me button will show. If you want to be the PA responsible for the claim select

There are 3 options for handling the worksheet, select the appropriate one.

• Worksheet Sent to OEM: All the necessary information is available and the worksheet is ready for the manufacturer to review.
• Closed Worksheet Ineligible: Based upon the review of the information provided the worksheet is considered ineligible and the claim will be closed.
• Worksheet Consumer Input Required: The worksheet requires additional information from the consumer.

Provide additional notes as you see fit and save the status change. NOTE: Once the status change has been made it cannot be altered.

The consumers dashboard will show that additional information is required. However, until a phone call is made or a manual letter is created and sent, they will not know why or receive a notification to inform them something is required of them.

A claim number will not be assigned until it is sent to the manufacturer.