Follow

Three ways to Create a Case

There are three ways to create a Case.

 

1. Quick
    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.


2. Wizard
    Where all the information is available, the Wizard can be used to enter the required data.

3. eQuoting
    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.

Have more questions? Submit a request
Powered by Zendesk