You can use the PII Claims Module to keep a record of and track both PII claims and circumstances which may lead to a claim.
From the Home Page, click Modules and then PII Claims.
Note: Depending on your system settings and account type, you may not be able to see the below screen. Instead, upon selecting PII Claims as above, it may automatically open a PII Claims record.
Enter the details of the Claim/Circumstance you are recording.
Note: if you have Data-Inputter Access to the Module, you will need to enter the below information.
Use the Claim Type field to indicate if the record is a Claim or Circumstance.
Note: if you have Supervisor Access to the Module, you will have the option to provide more information including insurer details, settlement figures and remedial actions where applicable.
You can then schedule a task to Seek Insurers Advice.
Note: If you do not need to schedule this task, click Do Not Schedule.
Select the User/Group you want to complete the task and enter a Due Date.
Click Schedule Task.
This will notify the relevant User/Group with regards to the Claim/Circumstance task and save the record to the system.
Should you need any further support please contact the Customer Success Team at email@example.com or call 01206 321391.