Maintain Claims

Navigation: Rate & Pay → Claims

Click here for information on how to use a data entry window

Field	Description
Claim Id	Search for an existing claim by entering the ID. If a match is found, that claim will be loaded. If no match exists, you will be prompted to create a new claim.
New Claim	Click this button to generate a new claim record.
Status	Select the current processing step for this claim, such as Pending, Outstanding, or Closed.

Primary Info

Field	Description
Company	Select which company this claim is connected to.
Claim type	Select the claim type from the list created in Set Up Claim Types.
Claimed on	Enter the date assigned to this claim.
Handled by	Select the user creating or managing this claim.
Priority	Select the urgency level for this claim.

Enter the location where the claim occurred. You can search for an existing Ditat location or enter the address manually.

This section is auto-filled based on information entered in the accompanying tabs.

This section can be auto-filled by entering the Shipment or Trip ID. Each field can also be searched individually if needed.

Enter a full description of the claim in this section.

Use this section to enter the type of goods involved in the claim. Enter the value, quantity, and a brief description as needed.

Any additional charges can be added here as well. All entries in this section will be factored into the Summary on the Main tab.

This section is organized into four subsections:

Insurance Claim — Enter information received from the insurance company, including claim type and any relevant notes.

Driver Charges — Document what amount the driver will be charged for this claim, with an optional notes field.

Salvage — Record what the company will retain from any salvaging of assets.

Payments — Track payments made toward the claim and payments received, with dates and descriptions for each entry.