- To delete a claim that does not have a committed estimate, open the claim and click Delete Claim Record in the left navigation panel.
2. If the user is trying to get the claim out of their Open queue and A) the claim does not contain an estimate OR B) user receives a supplement assignment and has not added an estimate, they can change the claim status to ‘Complete, No Estimate’ and the claim will move to the Completed/Canceled tab.
- Open the claim.
- Go to the Overview tab.
- Click the Change button in the Inspection Details section.
d. Select Complete, No Estimate, and click Done.
e. If there are any unsent attachments, user will be prompted to send them.
f. Select Send or Do Not Send the attachments.
g. Claim will move to Completed/Canceled tab
If the claim does not meet any of the above criteria, then use the Reset Claim utility.
How to Reset a Claim