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

Here is the only spot where the blue button shows you more information then a summary. Everywhere else the button will show you a summary and give you the ability to execute an activity.

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

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 the Assign to Me button located at the top and bottom of the worksheet

These steps are the same regardless of whether there are singular or multiple PAs.

• 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.

There are a number of 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.
  • 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
• Closed Withdrawn: The consumer removes their interest in proceeding with the claim.

Provide additional notes as you see fit and save the status change. 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.