Diary / Status
Diary / Status
New Instructions
Data Entry
Status - New Investigation
ToDo
Select Investigation Template
Region
Team
LOB
Add Task Details
Due dates
Clients
Known Events / Notes
Special Requirements
Insured Organisations
Add Reference Numbers
Case #
Claim #
Client Ref. #
Add Contacts
Add Manager
Add Adjuster
Add Internal Staff
Add Claimant
Contact Aduster
Log - Contact Adjuster
Auto Status - Assignment Sheet
Assignment Sheet
Log - Assignment Sheet
Add Risk Assessment
Auto Status - Brief Background
Brief Background
Log - Brief Background
Auto Status - Scheduling
Scheduling
Log - Allocate Investigator
Auto Status - Investigator Allocated
Auto Email ?
Log - Reminders
Set alarms /Emal /SMS for medicals, interviews etc.
Accept Investigation
Diary - Investigator Accepts Instructions
Auto Status - Under Investigation
Auto SMS ?
Under Investigation
Log - Office Note
Auto Email ?
Log - Factual Update
Auto Email ?
Log - Survielance Daily Update
Auto Email ?
Log - Client Contact
Auto Email ?
Log - Client Note
Auto Email ?
Log - Investigator Internal Case Note
Auto Email ?
Log - Case Clarification Request
Auto Status - Being Worked - Clarification Request
Auto Email ?
Auto SMS ?
Log - Report Submitted to Office
Auto Status - Field Work Complete
Auto Email ?
Log - Reminders
Auto Email ?
Auto SMS ?
Clarification Request
Log - Office Note
Manual Status - Being Worked
Auto Email ?
Auto SMS ?
Field Work Complete
Invoice Preparation
Auto Status - Editing
Editing
Edit / upload draft report
Auto Status - Printing
Printing
Printing
Auto Status Invoicing
Invoicing
Log - Invoice Complete
Auto Status - Account QC
Account QC
Log - Account QC Complete
Manual Status - Management QC
Management QC
Management QC - Completed
Log - Invoice Submmitted to Client
Log - Report Submitted to client
Log - Management QC Complete
Manual Status - CLOSED
