How to Set up an Action to run on only one specific Claim Type or All Claim Types – Create an Action

Open the Action Library

1: Click Admin from the Menu.

2: Select Action Library from the drop down list – the Action Library window will open.

1: Select the Group to put the Action into.

2: Click New Action – the New Action window will open.

1: Type a Description for the Action.

2: If required, type some text for the Default Action Details (This appears in the History).

3: Select the Case Type from the drop down list. (If a Case Type is selected, the Action will only appear for the relevant Case Type).

4: Schedule to Client or Claim. (Scheduling to a Client will allow the Action to be run on all Claims at the same time.

— Scheduling to a Claim will require the Claim to be selected before the Action is run).

5: Select the Run Action Option. (Selecting Always Run will run the Action on all claims; no matter what type of Claim they are.

— Selecting Only Run if … Exists will only run the Action on matching Claim Types).

6: Tick the Convert Lead to Client tick box if you wish to convert any Leads to Live Clients on the run of this Action.

7: Select where the Acton should be displayed.

1: Select the Schedule tab – the Schedule window will open.

2: Click the New button – I anew line will be created ready for editing.

3: Select the Next Action from the drop down list. The list will only show the Actions that are of the correct Claim Type or All Claim Types.

4: Select the number of delays to delay this Action, the date will be calculated and the Action will appear in the To Do list.

5: Select which type of Claim this Action should be Scheduled to.

1: Click the Run Now tab if other Actions should be run now at the same time.

2: Click New to add the Actions – a new line will be created for editing.

3: Select the required Action from the drop down list.

1: Click the Documents tab – the Documents window will open.

2: Click the New button – a new line will be created ready for editing.

3: Select the required Document from the drop down list. Only documents of the correct Claim Type or All Claim Types will be displayed.

4: If the Document should go directly to the Printer, select the Auto Print check box. Alternatively the Document will open in Microsoft Word.

5: Select the Claim Type that you wish this Document to run for.

1: Click the Auto Assign User tab – the Auto Assign window will open.

2: Tick the User or Users that you wish the To Do actions to be assigned to.

— Selecting more than 1 User will result in the To Do actions being distributed evenly between the selected users.

1: Click the Display Users tab – the Display Users window will open.

2: Select the Users that you wish to be able to run this Action. If a User is not selected, they will not be able to see this Action.

— However, if this Action is linked to another Action in the Run Now, the User does not need to see it for it to run.

1: Click OK to Save the data and Close the window.