Siebel Insurance Guide > Managing Claims >

Creating an Activity Plan (End User)

An adjuster uses the Activity Plans view to manage the claims task to completion and assign activities to different individuals. When he clicks the Default Plans button, Siebel Insurance automatically creates an activity plan based on the loss code for the claim.

One of the adjuster's jobs is to assign a field appraiser to appraise damage. Assigning an appraiser can be complex because the customer schedule and appraiser schedule must be optimized. In the activity plan, the user can drill down on an activity of type Field Appraisal to go to the Activities, then the Schedule view. The user can also drill down on the Status field in the activity plan, and if the status value is Unscheduled, the user is taken to the Dispatch Board view, which allows complex appraisal scheduling. For more information about scheduling with the Dispatch Board, see Siebel Field Service Guide.

This task is a step in Process of Managing Claims.

To create an activities plan

1. Navigate to the Claims screen.
2. In the Claims list, drill down on the desired claim.
3. Click the Diary Management, then the Activity Plans view tab.
4. Click the Default Plans button.

   The default activities plan is created based on the loss code for the claim.