How To: Create an Activity

Create an Activity

Creating a New Activity

The following steps are required to create a new activity on a claim:

Open up a claim. You can find more information about viewing claims here.
Navigate to the Activities tab.
Select the Add New Activity button in the top left.

Enter the detials of the new activity including the Subject and any notes required.
Click Save to save the details.

You ou should now see that activity appear in the activities grid with the details you just entered.

Editing an Existing Activity

The following step are required to edit an existing activity:

Open up a claim. You can find out more information about viewing claims here.
Navigate to the activities tab.
Click on the Details link adjacent to the entry you wish to modify.

Modify the details as required.
Click the Update button in the bottom right to save your changes.

To add an Attachement to an Activity

The following step are required to add an attachment to an activity:

When entering the details of a new activity (see Creating a New Activity) or editing data in an existing activity (See Editing and Existing Activity), click the Choose File button.

Navigate to file location.
Select Open.

Click Save or Update in the bottom right.

Note: Saving or Updating will return you to the overview page. If you would like to see the saved attachements/documents, follow the steps for accessing an existing activity (Editing an Existing Activity). The saved attachments/documents will show in the Attachments section.

To add a Document to an Activity

The following step are required to add a document to an activity:
Note: If you are using Mozilla Firefox or Google Chrome browsers you may require an extension add on before you can view or edit documents.

Open up a claim. You can see more information about veiwing claims here.
Select the Create Document button.

The Create Documents window should appear with all available document types.
Select required document by clicking the document link.

The document template will be downloaded to your system.

Note: If this is the first time using documents templates the Claims Management document manager may need to install on your computer. This may take some time.

Once the document is open, proceed to fill in the required details.

Some information will be auto populated. Any details about the claim regarding addresses of claimants, dates, reference numbers and some regarding payments may not be editable.
To insert a payment saved to the claim, select the Insert Payment button in the top left.

Select payment to insert and click OK.

Payment details should now show on document.

Once the information has been entered, select the save icon in the top left.

A window will appear showing all available save options.
Select Save as Draft or Save as Complete to save the document.

Close the document.
Navigate back to the Activities tab within the claim.
There should be an Activity with the detail of the document in the activity table.