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Working with Case Management

Working with Case Management

Owned by Mahendra Meesa
Last updated: Apr 24, 2022 by Devi Bejugam


Step-by-step guide

  1. Click on the Modules icon.
  2. Click on the Incident Management menu item.
    1. Click on the Case Management Menu Item.


      Click on the Case Number.

       

  3. The detailed screen of Case Management us available on the detail screen. 



19.2.1 Update

Case Management records can be viewed based on logged user's view permission for the Incident Type

  • Case Management List screen - View Case Permission
  • Claims List screen - View claim, View Cost & Notes and View Adjuster notes permissions
  • Management Review List screen - Edit/View Management Review permission
    • In case of integrated Incident, record will not show if user does not have view permission for all the involved incident.
  • Screens like Metrics, Dashboard, Widget etc will display Incident Count irrespective of logged-in user's permission



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