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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”.
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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. |