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Click on “View Workflow” to see what where you are you standing at in the whole claim workflow.
In the screenshot below, you will see you are at “Appoint surveyor” and “Appoint Repairer (Garage)” task (green-color boxes).
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Close the workflow view, you are back to claim details view.
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After you enter the surveyor information and click Save the claim form, this means you complete the current task “Appoint surveyor“, to move to the next task, you need to click on the task “Appoint surveyor“ to move to the next task “Send claim documents to surveyor”.
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In the screenshot above, I will you need to click on the task “Appoint surveyor” to move to “Send claim documents to surveyor”.
Then the list of tasks in Task dropdown button will be updated. Now you are at task “Send claim documents to surveyor”. When you view the workflow, you see the green-color box is now is on “Send claim documents to surveyor”.
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Moving on, you need to do one by one task that appear appears on Task dropdown button to complete the claim handling workflow.
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For user tasks, you need to do tasks manually and click on Task dropdown button to move to the next tasks after you’re done tasks. For service tasks, they will be executed automatically by the system. After they are done, you will be automatically moved to the next user task. |