Access the Claim Applet, and you will be greeted with the screen below. The next image illustrates what are the elements in the main page.
Side Menu
Contains two main sections: Claimant and Supervisor. Each section has three subsections, which will be explained in detail in the coming chapters. These subsections allow users to manage claims and reports under the Claimant section, while the Supervisor section provides access to claim approvals, staff reports, and other relevant data
Claim Dashboard
Claimants are able to view their claim summary on this dashboard, which will be updated in real time.
Claim Header
This list contains all the claims that have been created by claimants. Inside each claim header can have multiple claim lines. The status of each claim is also being displayed in one of the table columns for ease of reference.
2.0 Claim Submission
2.1 Claim Submission Overview
This section provides information on Claim Submission. Only users with submission permissions can access this section.
To access the Claimant section, navigate to the side menu in the Claim Applet and hover over My Claim. You will be greeted with the claim submission interface. The next image will illustrate the elements on the main page.
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Claimant: This section allows users to view their claims, create new claims, submit, and split claims. It includes the following subsections:
o My Claim: This section is dedicated to individual claim management. Users can submit new claims, split claims, check the status of pending claims, and review past claims.
o Line Reports: Provides a detailed breakdown of the claims submitted in a dashboard for better visibility and tracking. Users can view all their created claims with details like claim ID, type, status, amount, date, and receipt status, with search, filters
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Introduction
The Claim Applet is the core component of the E-Claim module, enabling employees to manage their claims effectively and supervisors to oversee the approval process. This applet provides a user-friendly interface for submitting claims, monitoring their status, and ensuring that all claims are processed accurately and efficiently. It serves as a vital tool for maintaining transparency and accountability in the claim management process.
Users can navigate the Claim Applet to perform various actions, such as submitting new claims, splitting claims, reviewing claim histories, and generating detailed reports. The applet is structured to cater to both claimants and supervisors, ensuring that every step of the claim cycle is intuitive and well-documented.
General Overview
The Claim Applet interface is divided into three main components, each serving a specific purpose to guide users through the claim management process. Below is a detailed explanation of the interface using the provided screenshot:
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Side Menu
The Side Menu, located on the left, is the main navigation panel for the Claim Applet. It is divided into two primary sections: Claimant and Supervisor.
Claimant Section:
My Claim: This subsection allows claimants to manage their claims, including creating new claims, tracking the status of submitted claims, and reviewing historical data.
Line Reports: Provides a detailed breakdown of claims submitted by the user. Users can apply filters and search parameters to find specific claims efficiently.
Engagement Report: Enables users to generate engagement-specific reports. Users can refine results by applying filters like companies, job groups, or approval dates, and export these reports for further analysis.
Supervisor Section:
Pending Approvals: Supervisors use this subsection to view and act on claims submitted by their team members. This feature supports batch approvals and detailed claim verification.
Staff Reports: Supervisors access aggregated data on claim submissions within their teams, enabling effective monitoring of trends, anomalies, and compliance.
Non-Reimbursable Reports: Displays claims that are flagged as non-reimbursable, allowing supervisors to assess and manage these entries separately.
The Side Menu offers a well-structured navigation experience, ensuring quick access to relevant features based on user roles.
Claim Dashboard
The Claim Dashboard, positioned at the top center of the interface, provides an overview of claim statuses. It includes the following metrics:
Draft: Number of claims saved but not submitted.
Submitted: Claims sent for approval but awaiting action.
Approved: Claims reviewed and authorized by supervisors.
Closed: Finalized claims that have been fully processed.
This dashboard allows users to quickly assess the current state of their claims and identify any required actions. Real-time updates ensure accuracy and transparency in the claim process.
Claim Header
The Claim Header, located beneath the Claim Dashboard, serves as a comprehensive summary of all submitted claims. It provides a structured, tabular view where users can easily track their claims’ progress and details. The key elements displayed include the Claim ID, Claimant, Claim Title, Created Date, and Status.
This section is vital for users to:
Quickly locate and review the status of any claim.
Identify claims that require attention or further action.
Access detailed records for auditing or reference purposes by selecting specific claims.
What to Expect in the Coming Sections
The upcoming sections will guide users through each functionality of the Claim Applet in a logical flow, ensuring they can use the module effectively.
Claim Submission Process: Users will learn how to create and submit claims, including splitting and managing claims for accuracy.
Adding Claim Lines: This section explains how to add detailed claim lines to ensure expenses are reported correctly.
Submitting Completed Claims: The process for finalizing claims and sending them for supervisor approval will be detailed.
Supervisor Approvals: Guidance will be provided on how supervisors can review and approve claims efficiently using tools like Pending Approvals.
Accessing Claim History: Users will discover how to review past submissions and approvals for better tracking and compliance.
Line Reports and Engagement Reports: Advanced features for detailed analysis and report generation will be covered, helping users gain deeper insights into claims.
By following these sections, users will gain a complete understanding of how the Claim Applet integrates all aspects of the E-Claim module for seamless and efficient claim management.