When an incident is reported, a notification is sent to the insurance team for review.
If an insurance claim is indentified, the team member will first go to the incident report to begin the process
Access the Incident from:
The email notification
The Insurance Incidents Dashboard
By locating the building or property and select the OHS icon to access the property page
Then selecting Incident Reports:
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From the Incident Report:
Once in the Incident, go to the Insurance Tab to begin the claim:
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Add a new record and complete the fields, each new record added will begin a new claim:
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Once saved, select the top left menu >> Switch To >> Risk Management to jump to the Risk Management: Insurance Claims section:
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From Risk Management:
Select the top left menu again, then “Insurance Claims”
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Locate and open the claim to complete the details and start the claim:
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If an output is required for the Incident Report to submit with the claim, this can be obtained by going to the incident report list screen for the property:
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And selecting the PDF icon to extract to PDF
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