There are three ways to create a Case.
At times, only limited information is available to begin a Case. For example, only a customer name or a registration number is available.
In this situation, a Quick Case will create a Case header and assign a Case number. When all the information is available, the Wizard can be run from inside the Case to complete the data entry.
Where all the information is available, the Wizard can be used to enter the required data.
When work is provided by an insurer using electronic estimating (ORM or PNET), messages will be received in the Mailbox. From the Mailbox, a new Case can be created.
Since the information provided via eQuoting may not always be complete, the Wizard should be run to complete the data entry required prior to preparing an estimate.