Navigation: Rate & Pay → Claims
Click here for information on how to use a data entry window
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Field |
Description |
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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. |
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New Claim |
Click this button to generate a new claim record. |
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Status |
Select the current processing step for this claim, such as Pending, Outstanding, or Closed. |
Primary Info
|
Field |
Description |
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Company |
Select which company this claim is connected to. |
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Claim type |
Select the claim type from the list created in Set Up Claim Types. |
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Claimed on |
Enter the date assigned to this claim. |
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Handled by |
Select the user creating or managing this claim. |
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Priority |
Select the urgency level for this claim. |
Address
Enter the location where the claim occurred. You can search for an existing Ditat location or enter the address manually.
Summary
This section is auto-filled based on information entered in the accompanying tabs.
Trip/Shipment Info
This section can be auto-filled by entering the Shipment or Trip ID. Each field can also be searched individually if needed.
Claim description
Enter a full description of the claim in this section.
Goods OS&D / Charges
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.
Salvage / Insurance / Payments
This section is organized into four subsections:
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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.
