Creating First Notices of Loss (End User)

When end users create a first notice of loss, they add basic loss information and link a policy to the loss.

This task is a step in Process of Managing Claims.

To create a first notice of loss

  1. Navigate to the Claims screen.

  2. In the Claims list, add a record, and complete the necessary fields.

  3. Drill down on the Claim # hyperlink.

  4. Click the Loss Details, then the Loss Description view tab.

  5. In the Claim Loss Description form, complete the necessary fields.