Close or cancel a claim

• The status of a claim can only be updated to Close or Cancel if: 
  • all estimates and recoveries reserves have a $0 balance;
  • Claim Decision must be: Approve, Decline, Partial Declined or Withdrawn;
  • all Claim tasks must be closed;
  • Supplier Allocation must be completed;
  • Scope of Works cannot have a status of pending; and
  • there cannot be any payments pending approval or in draft status
  • Note: If any of these items are outstanding, then the user will receive a warning and they will not be able to close or cancel the claim.
• Select ‘CLAIM #(Claim number)’ from the left-hand side menu.
• Under ‘CLAIM SUMMARY’, select the arrow button  next to Claim Status.
• Select Close or Cancel from the drop-down box.
• In the pop-up window select status change ‘REASON’.
• Select the button with your close reason to confirm the change.
• Confirm by selecting the ‘CLOSE’ button.

Note: Once a claim is closed, booking an assessor, assigning a supplier, making a payment, adding reserves or recoveries, and adding a new scope of work is not allowed. An external or internal user can add notes and documents on a closed claim, which will generate a task to the last claim owner to notify them that items have been added.

Reopen a claim

Note: If you are adding a note or attaching a document you do not need to reopen the claim.

• Under ‘CLAIM SUMMARY’, select the arrow button  next to Claim Status.
• Select ‘REOPEN’ from the drop-down box.
• In the pop-up window select status change ‘REASON’.
• Select the reason to confirm the change.
• Confirm by selecting the ‘CLOSE’ button.
• If required you should then proceed to the Financials screens to amend reserves to allow for the new activity.