PIP User's Manual Template

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					 RaPId Claim Settlement

      Web Browser



STANDARD USER GUIDE
Insurer / Compensator
        Version 1.0
                                                  RaPId Claim Settlement – Web browser solution – Standard User Guide
                                                  Version 1.0. - Copyright CRIF Decision Solutions Ltd




                                                  USER'S MANUAL

                                               TABLE OF CONTENTS

                                                                                                                   Page #


1      Connecting to RaPId ..............................................................................................4
    1.1      How to connect ..........................................................................................4
    1.2      Browser configuration................................................................................4
    1.3      Operating systems requirements ...............................................................4
    1.4      Use of proxy servers ..................................................................................4
2      Logging IN ........................................................................................................5
    2.1      Log-in phase ..............................................................................................5
    2.2      Generation and Expiration of user-ids and passwords ................................5
    2.3    My     Work List / Create New Claim ...............................................................6
      2.3.1       Add claim .............................................................................................. 6
      2.3.2       Work list summary ................................................................................. 6
      2.3.3       Activities currently being worked on ......................................................... 6
      2.3.4       Other Activities on worklist ...................................................................... 7
      2.3.5       Waiting Process...................................................................................... 7
      2.3.6       Notifications .......................................................................................... 7
3      Stage 1 .............................................................................................................8
    3.1    Add Insurer Response to a CNF .................................................................8
      3.1.1    Ing ....................................................................................................... 9
4      Stage 2 ...........................................................................................................10
    4.1      Add Interim Settlement Pack response ....................................................10
    4.2      Add Stage 2 Settlement Pack response ....................................................10
    4.3      Final Settlement of Damages or Repudiation form ...................................11
    4.4    Add Counter Offer response .....................................................................11
      4.4.1    Quantum not agreed............................................................................. 11
5      Stage 3 ...........................................................................................................12
    5.1      Add Court Proceeding Pack response .......................................................12
6      Additional functionality...................................................................................12
    6.1      Claim re-assignment to different COMP organizations .............................12
    6.2      Claim re-allocation to another branches within the insurer organizations 13
    6.3      Fraudulent claims rejection ......................................................................14
    6.4      Extend Time .............................................................................................14
    6.5    Printable documents ................................................................................15
      6.5.1    CNF and Insurer response on CNF .......................................................... 15
      6.5.2    Interim Settlement pack ....................................................................... 16

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       6.5.3       Stage 2 Settlement pack ....................................................................... 16
       6.5.4       Court proceedings pack ......................................................................... 17
7      Important Notes .............................................................................................18
    7.1      Working with Claims ................................................................................18
    7.2      Data entry validation................................................................................18
    7.3      Result messages area ..............................................................................18
    7.4    Selecting values .......................................................................................19
      7.4.1    Forwarding a CNF to another Branch ....................................................... 19
8      Using RaPId Toolbar and functionalities .........................................................20
    8.1    My     Worklist/Create New Application ........................................................20
      8.1.1       Activities you are currently working on .................................................... 20
      8.1.2       Other Activities in your work list............................................................. 20
      8.1.3       Worklist Summary ................................................................................ 21
      8.1.4       Notifications ........................................................................................ 22
    8.2    Search......................................................................................................22
      8.2.1    Search criteria ..................................................................................... 23
      8.2.2    Search results ...................................................................................... 24
    8.3      View Activity Details ................................................................................24
    8.4      View Process History ...............................................................................25
    8.5      View Process Details (Summary) .............................................................26
    8.6      Attachment/Notes ...................................................................................26
    8.7      View Printable documents........................................................................27
    8.8    Tools ........................................................................................................27
      8.8.1    Current User Profile .............................................................................. 27
      8.8.2    Change Password ................................................................................. 28




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1 Connecting to RaPId

1.1 How to connect
The service is available at the URL https://www.rapidclaimsettlement.org.uk/
If the https:// prefix is not typed in, you will be automatically redirected to the correct
address within a few seconds.

In order to connect to the RaPId service, a standard Internet connection is required. A broad
band connection is highly recommended.


1.2 Browser configuration
In order to access the service, RaPId users need to run a compatible web browser.
You can use Microsoft Internet Explorer 6.0 or higher, Mozilla Firefox 3.0 or higher.

In order to facilitate RaPId functionality, your browser must be configured according to the
Default settings. Please, note to ensure that you view the most recent page instead of a
cached page under the “Internet Options” in the “Temporary Internet Files” field select
“Settings” and ensure that the “Automatically” button is checked.


1.3 Operating systems requirements
You can use WindowsXP or higher.


1.4 Use of proxy servers
RaPId Service is compatible with standard Firewalls and Proxy Servers. The service makes
use of pop ups and the user should ensure that this function is permitted by their
Firewall/Browser when using the RaPId site.




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2 Logging IN
2.1 Log-in phase
In order to access RaPId, you will need to enter your USER-ID and your PASSWORD.

After entering your user-ID and your password, you can click on the Login button and access
the RaPId service.




The user-id can be a minimum of 5 characters and a maximum of 20 characters long.
The user-id is not case sensitive.

The password can be a minimum of 8 characters and a maximum of 20 characters long.
The password is case sensitive.

2.2 Generation and Expiration of user-ids and passwords
Standard user-ids and passwords are generated by your Data Security Manager (System
Administrator).

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The user-id expires if the service has not been used for 90 days or after 3 wrong attempts to
make a logon. When your user-id expires, it is automatically “disabled”; only your internal
Data Security Manager can reactivate it.

The password expires after 90 days of inactivity. At password expiration, you will be asked
to change your password and to choose a new one.
Please note that the RaPId Help Desk cannot enable access to the Service only your
internal Systems Administrator can add or reactivate users.


2.3 My Work List / Create New Claim
Following logon the web screen automatically opens this page
Other toolbar options are Search; Tools and Exit




                         2.3.1 Add claim
This provides facility to add a new claim

                         2.3.2 Work list summary
Provides pre-defined searches to identify claims within stages of the process

                         2.3.3 Activities currently being worked on
Lists cases allocated to you for action




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                        2.3.4 Other Activities on worklist
Lists cases that you can access and which can be allocated into your work list

                        2.3.5 Waiting Process


                        2.3.6 Notifications
Generated “update” messages keeping you advised on progress, viz: Acceptances; Warnings
regarding times; claims exiting the process etc.




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3 Stage 1
   All of the claims are created by Claimant Representatives and sent to the Compensators.

   Each claim is   displayed in the worklist of the users with the following profiles:
       COMP       Claim Handler
       COMP       Claim Dispatcher
       COMP       Branch Claim Handler of the Branch of type “Central Point”

   The user must open the claim, view it and decide whether to:

        Accept the Claim
        Forward to another branch of their COMP organisation
        Forward to another COMP within their organisation or a third party claim handler
        Reject as not belonging to any COMP within their organisation,
   Please Note: A COMP should not forward a claim to another COMP who is outside of
   their organisation.

   1) If the decision is to accept they must click the button Accept which means that from
   that moment on the claim cannot be forwarded to another organisation neither can it be
   returned to the CR.

   Note: when a claim is accepted, the system stores the ID of the branch that accepted it
   and uses it in one of the official reports generated by RaPId.

   2) If they think that the claim was sent by mistake to the wrong Compensator, they
   must click the button Reject to return the claim to the Claimant Representative.


3.1 Add Insurer Response to a CNF
This function is available only for users with a Comp Branch Claim Handler, Comp Claim
Handler profile.
In order to complete a response to a CNF the user should:

       Open the claim and press Accept button on Submitting claim to the relevant
        Organization screen. The notification on the claim acceptance is shown.
        Alternative options are available:
            - In case claim was assigned to organization wrongly user can re-assign it to
               other compensator (please, refer to 4.15);
            - In case claim should be processed by another branch user can re-allocate it
               to another branch (please, refer to 4.16);
            - In case claim is fraudulent user should set fraud on the claim (please, refer
               to 4.17);
            - If needed user can reject claim and send it back to the claimant
               representative who initiated the claim by clicking Reject button

       On Article 75 claim screen user should make decision on Article 75 appliance;
        In the case where the user has applied article 75 to a claim, the standard timeout
        of 15 Days (30 Days for MIB) which starts from the working day after the CNF is
        submitted will be extended by another 15 days. A notification message is sent to


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       the Claimant Representative to inform them that the timeframe has been extended,
       due to the Article 75 appliance.
       Note: Article 75 appliance decision can be taken only for non-MIB claims.
        Alternative option is available:
            - In case claim should be processed by another branch user can re-allocate it
               to another branch (please, refer to 4.16);


      Submit response information and send response by clicking Send Response button
       on Liability decision screen.
        Alternative options are available:
            - In case claim should be processed by another branch user can re-allocate it
               to another branch (please, refer to 4.16);
            - In case claim is fraudulent user should set fraud on the claim (please, refer
               to 4.17);
            - If needed user can print-out draft CNF with Insurer Response by clicking
               Print IR button;

The system guides you while you fill in the form showing and hiding the required/not
required fields.

       The notification on response is shown and user is able to download the CNF with
       insurer response using the link to printable documents. If user presses “Continue” or
       in 5 minutes after he/she got to the notification page claim will be send to Claimant
       Representative for further processing.

3.1.1 Ing
Following acceptance of liability, claimant representative will collate medical reports, agree
these with the claimant and prepare an interim or final settlement pack




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4 Stage 2
4.1 Add Interim Settlement Pack response
This function is available only for users with Comp Branch Claim Handler or Comp
Claim Handler profile.
In order to response on Interim Settlement pack request on Interim Settlement pack
response screen the user can :
        Modify if needed the defendant’s representative contact details on Claimant’s
           and Defendant’s details tab and press Continue button;

          In the case of a payment of more than £1000 being requested fill-in defendant’s
           response on each loss and press the Continue button on Claimant losses to
           date and Defendant response tab;

       Note: The totals value and loss amount will be calculated when the Calculate or
       Continue button is pressed.

          Add required information and press Send button on Interim payment request
           and Defendant response tab:

       The notification on request is sent and the user is able to download the response to
       ISPF using the link to printable documents. If user presses Continue or in 5 minutes
       after he/she got to the notification page claim will be send to Claimant
       Representative for further processing


4.2 Add Stage 2 Settlement Pack response
This function is available only for users with Comp Branch Claim Handler or Comp
Claim Handler profiles on receipt of a Stage 2 Settlement pack. In order to complete a
response on the Stage2 Settlement pack response screen the user should:
        Change defendant’s representative details if needed and press the Continue
           button on “Claimant’s and Defendant’s representatives” tab;
        Add initial defendant response on each loss and click Continue on Initial
           claimant offer and Initial defendant response tab;
       Note: the totals value and losses amount can be calculated when Calculate or
       Continue button is clicked.
        Input agreement details and enter decision on settlement pack and click Send
           button.
       Note: Totals values can be calculated when Calculate or Send button is clicked.

The system guides you while you fill in the form displaying and hiding the required/not
required fields. Data should be submitted on the tab required and the next tab is available
after pressing the Continue button.
After the user clicks the Continue button a new tab is available for data input, while other
tabs are accessible in read-only mode.
When the user clicks the Back button on a previously submitted tab only that tab is
available for edit, while all others tabs are shown in read-only mode.

When the decision is made to repudiate or confirm claim is sent to user with Claimant
Representative profile for review (please, refer to 5.9).

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When the decision is to In case decision is set to counter offer user with Claimant
Representative profile should create Counter Offer request (please, refer to 5.10).
The notification on response is sent and user is able to download the stage 2 settlement
pack with response using the link to printable documents. If user presses “Continue” or in 5
minutes after he/she got to the notification page claim will be send to compensator for
further processing.


4.3 Final Settlement of Damages or Repudiation form
This function is available only for users with Comp Branch Claim Handler or Comp Claim
Handler profiles after agreement has been reached. was reached on counter offers.
In order to end the claim process user should click Continue button on Settlement of
damages and repudiation form screen. User will get notification about the end of the
process on the top left of the screen:




4.4 Add Counter Offer response
This function is available only for users with Comp Branch Claim Handler or Comp
Claim Handler profiles after a counter offer request has been received from a a Claimant
Representative user. In order to submit a response to the counter offer on the
Additional Counter offer decision screen the user should:
     Change initial defendant response on Initial claimant offer and defendant
       response tab and click Continue button;
       Note: The total values and loss amount will be calculated when Calculate or
       Continue button is clicked.

      Enter agreements details on Claimant and defendant responses to replies tab
       and click the Send button;
       Note: The total values will be calculated when Calculate or Send button is clicked.

The system guides the user while they fill in the form showing and hiding the required/not
required fields. Data should be submitted on tab with corresponding name, the next tab is
available after pressing the Continue button.
After the user clicks the Continue button a new tab is available for data input, while other
tabs are accessible in read-only mode.
When the user clicks the Back button on a previously submitted tab and only that tab is
available for edit, while all others tabs are shown in read-only mode.


4.4.1 Quantum not agreed
In the event that quantum is not agreed, the claimant representative will prepare a Court
Proceeding Pack - Stage 3
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5 Stage 3
5.1 Add Court Proceeding Pack response
This function is available only for users with Comp Branch Claim Handler or, Comp Claim
Handler profiles after a Court Proceeding pack request was received from a Claimant
Representative user. In order to submit a court proceeding pack response the user
should:
     Change defendant’s representative contact details if needed on Claimant’s
       representative and Defendant’s representative tab on the Court Proceedings
       Pack response screen and press Continue;
     Submit defendant response CRU details with comments, enter reason for each not
       fully paid disbursement and press Send button on Claimant Losses and
       Defendant response tab of the Court Proceedings Pack response screen.

The system guides you while you fill in the form showing and hiding the required/not
required fields. Data should be submitted on tab with corresponding name, the next tab is
available after pressing the Continue button.
After the user clicks the Continue button a new tab is available for data input, while other
tabs are accessible in read-only mode.
When the user clicks the Back button previously submitted tab and only it is available for
edit, while all others tabs are shown in read-only mode.


6 Additional functionality
6.1 Claim re-assignment to different COMP organizations
This function is available for users with Comp Branch Claim Handler, Comp Claim
Handler profiles on Submitting claim to the relevant Organization screen during a
claim response. . This facility should be used when the user wants to forward the claim to a
Third Party Claim handler, MIB, another Brand within the insurer organisation etc. It should
not be used to forward a claim to another COMP not in the insurer group these should be
returned to the Claimant Representative for resubmission to the correct COMP.
In order to re-assign a claim to a different insurer organization the user should:
     Press Re-Assign button on Submitting claim to the relevant Organization
       screen;
     Press Select Insurer on Assign to Insurer screen (1);
     Enter the insurer name on Assign to Insurer screen (2);
     Press “Search” button on Assign to Insurer screen (3);
     Select the Insurer Name from the search result list by pressing corresponding
       Select button on Assign to Insurer screen (4);




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      Press Assign button on Assign to Insurer screen (5).

   Note: If at this stage the user decides not to re-assign to a new Insurer they should
   leave this form by clicking the Back button


6.2 Claim re-allocation to another branches within the insurer
    organizations
This function is available for users with Comp Branch Claim Handler, Comp Claim
Handler profiles during:
     Claim submission on Submitting claim to the relevant organization , Article 75
       rule and Liability decision screens;
     Interim settlement pack stage on Interim Settlement pack response and
       Information on partial payment screens;
In order to re-allocate claim to another branch the user should:
     Press Re-allocate to branch button;
     Select particular branch from the branch dropdown list on Allocate to Branch
       screen;
     Press Allocate button on Allocate to Branch screen.




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    Note: If at this stage the user decides not to allocate to another branch then they
    should leave this form by clicking the Back button


6.3 Fraudulent claims rejection
This function is available for users with Comp Branch Claim Handler, Comp Claim
Handler profiles during:
     Claim submission on Submitting claim to the relevant organization and Liability
       decision screens;
     Interim settlement pack stage on Interim Settlement pack response and
       Information on partial payment screens;
     Stage 2 settlement pack on Stage 2 settlement pack response screen;
In order to state fraud on claim user with Comp Branch Claim Handler, Comp Claim
Handler profiles should:
     Press State Fraud;
     Select fraud reason code on Fraud Confirmation screen (1);
     Submit comments on fraud on Fraud Confirmation screen (2);




    Press Continue button on Fraud Confirmation screen (3);
Note: If user decides not to state fraud then he should leave this form by clicking button
Back.




6.4 Extend Time
This function is available during Stage 2 Settlement pack and Counter Offer for users with
Comp Branch Claim Handler, Comp Claim Handler profiles during Stage 2 Settlement
pack on Stage 2 settlement pack response screen and during Counter offer on
Additional counter offer decision screen;
In order to extend time user should:
     Press Extend Time button;
     Set reason for extension (1) and new timeout date which should be later than
        current timeout date (2);
     Press New Timeout button (3);

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    Note: If user decides not to extend timeout then he should leave this form by clicking
    button Back.

    Users get notification on timeout extension.




6.5 Printable documents

6.5.1   CNF and Insurer response on CNF
CNF is available only for users with Comp Branch Claim Handler, Comp Claim Handler
profile after Compensator received CNF From Claimant Representative. User can open this
document whenever it’s necessary by click Printable documents link in the top of the claim
and choose document Claim Notification Form (please see picture below).

Insurer response on CNF is available only for users with Comp Branch Claim Handler,
Comp Claim Handler profile after Compensator send CNF with insurer response to
Claimant Representative. User gets the notification on response and is able to download the
CNF with insurer response using the link to printable documents within 5 minutes:




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User can open or download documents:




6.5.2   Interim Settlement pack
After users with Comp Branch Claim Handler, Comp Claim Handler profile sent response
on Interim Settlement Pack to Claimant Representative then they are able to download the
response to ISPF using the link to printable documents within 5 minutes. Document with
response inside will take place of previous one which includes only request part. Users can
open or download documents.




6.5.3   Stage 2 Settlement pack
After users under Comp Branch Claim Handler, Comp Claim sent response on Stage 2
Settlement Pack to Claimant Representative then they are able to download the response to
S2SPF using the link to printable documents within 5 minutes. Please note that document
with response inside will take place of previous one which includes only request part and the
same will be done in case of Counter offers.

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6.5.4   Court proceedings pack
After users under Comp Branch Claim Handler, Comp Claim sent response on Court
proceedings pack to Claimant Representative then they are able to download the response
to Court proceedings pack using the link to printable documents within 5 minutes.
Document with response inside will take place of previous one which includes only request
part.




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7 Important Notes
The following sections are designed to assist the users in navigating the screen and
functionality whilst the later sections refers to On-Line usage of the service.

7.1 Working with Claims

Once you have opened the claim, the appropriate web form and related information will
appear. For each new claim the system automatically assigns a unique claim number (Claim
ID). You can complete and submit the claim, save a draft of the claim, unlock the claim.




      Unlock: Select Unlock to unlock the claim so that another user can work on it.
      Save: Select Save to save a draft of the claim (all the entered data will be stored
       locally and can be retrieved by you for further processing).
      Attachments/Notes: Select this button to include a note or attach a file (for more
       details, please, refer to 4.6).

7.2 Data entry validation

Validation of the claim data inserted on the web form is performed when you click on the
Continue / Send button (server side validation). If any of mandatory fields are missing,
the relevant fields are marked in red and validation message is shown:




      Invalid value
   Moving the cursor over the icon displays an Error message with an explanation.


7.3 Result messages area


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At the top of the main page, a message area communicates the result of certain operations.
A message is shown when:
      A claim is unlocked, by clicking on the Unlock link on the Main Page;
      A claim is dispatched to a different role. If the dispatch is unsuccessful, Worklist not
        found is specified;
      A claim is ended.
All these operations redirect you to the main page, where you see one of the messages
listed above.




7.4 Selecting values

Possible values for certain fields are provided on the web interface by the system.

7.4.1 Forwarding a CNF to another Branch
There is a drop down list to allow you to forward the claim to another branch within your
COMP organisation, click the arrow to the right of the field to display the list:




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8 Using RaPId Toolbar and functionalities
RaPId Claim Settlement has 4 basic facilities – My Worklist / Create New Application,
Search, Tools, Exit – each performs a different function within the RaPId database.

The frame including these functions is on the top of the screen throughout your RaPId
session.



      The My Worklist/Create New Application link transfers the user to the main
       page;
      The Search link opens a window where the User is able to find specific claims. The
       visibility of claims is based on the user profile (for details, please, refer to paragraph
       Search)
      The Tools link displays the current User profile;
      The Exit link allows you to log off.

Note: Facility Application Monitor is nor available for usage.

8.1 My Worklist/Create New Application
The My Worklist area consists of three different sections.

Note: Function Create New Application is not available for users with Comp Branch Claim
Handler, Comp Claim Handler profile.

8.1.1 Activities you are currently working on
    It displays the list of the claims on which you are currently working:




8.1.2 Other Activities in your work list
It displays the most recent claims present in your Worklist:




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The View All is shown under each tab: this command opens a page containing all your
Worklist items and provides access to further search criteria to refine the Worklist:




The available filter criteria are the following:
    Business Process: Personal Injury Process ;
    Activity Type: the list of the Form activities;
    Claim Status: the list of the possible status of the Business Process;
    Activities per page: define the number of activities shown on the same page;
    Order by: choose the sorting criteria;
    Activities per page: define the number of activities shown on the same page;
    Locked by me/Unlocked/All: choose if you want to see only the claims that you
      are currently working on or the other claims in your work list or both.

Any of the following icons can be associated with an application:
       View Activity Details
      View process history
       View process details
       Attachments/Notes
       View Printable documents
       Claim locked by another user
       Claim not locked
            Claim locked by current user


8.1.3 Worklist Summary

This section is available under the My Worklist. It displays a summary of the user’s worklist
items, divided by process type and by claim status.




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8.1.4 Notifications
It displays all notifications sent to you. You can view the details of each claim by clicking the
View process details or View process history icons. To empty the list, the link Clear all
notifications is available.




8.2 Search
On the Search window, you can search for specific claims which are either in progress or
have been completed. Select Search from the toolbar to display the following window:




Notes: The Online tab is the default tab that is displayed. The drop down elements and the
lookup show only items consistent with the user’s authorisations which are profile driven.




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Search information is displayed based on each user’s authorisation. Users with different
levels of authorisation may view different Applications lists, even if the Search Criteria
selected is the same, for example, users can see only claims of their organisation and only
in case when it is allowed for them by the l parameter set for their profile.




8.2.1 Search criteria
On the Search Criteria Panel, you can select one or more of the following search criteria:
    Application ID;
    Business Process;
    Application Start Date;
    User;
    Organisation;
    Process Status.

If you select the search criteria Application ID, the system uses a like option, so that the
desired information can be more easily retrieved.
If you select the search criteria Organisation, you can enter the Organisation ID or the
Organisation name, or you can use the Lookup link to view the organisation structure and
then make a selection.

After selecting a Business Process, you can use also:
     Additional Filters (these filters are available if and only if the Business Process is
        opportunely configured), for example, Additional Filters for Rapid system are CR
        Reference Number and CM Reference Number;
     Activity Filters (Current Activity, Application Status).

The application start date (From) defaults to 30 days before the current date. This field can
be customised, depending on your needs, or this field can be left blank.

If you search using the Additional Filters, the search is performed using exact match
(instead of Like option) so the results will be more restricted. If a field correspondent to an
Additional Filter has a list of element, the Search will show a drop down element to choose
the filter:


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Notes: If you modify the search criteria, you must press the Search button again to view
results that match the new search criteria. The system takes into account all filters selected,
to make sure that the criteria you choose does not in conflict with other criteria. All
elements you can sort by correspond to columns displayed in the search results.


8.2.2 Search results
You can manage the results display list as follows:

      Select the number of applications per page. Enter the desired number in the Display
       _ applications per page field;

      Select the display order. Choose from the following ordering fields and then select
       ascending or descending order:
          o Start date;
          o Dispatch date;
          o Application ID.

Any of the following icons can be associated with an application:
       View Activity Details
       View process history
        View process details
        Attachments/Notes
        View Printable documents
       Claim locked by another user
       Claim not locked
            Claim locked by current user

If an application is unlocked using these icons, a result message in red text is displayed in
the middle of the page, above the activity list. All filters set in the search criteria before
unlocking are still active.

8.3 View Activity Details
The View Activity Details button allows you to open a claim and edit it. However, you can
only open (in edit mode) those claims that appear in your worklist.
The View Activity Details button is always associated with the        icon.
The Application locked by another user button is always associated with the                  icon




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8.4 View Process History
Click this icon to view all the activities that have been performed on the selected claim. Each
activity is associated with the user who performed it.




In the upper portion of the window, you can view the following information:

 Application ID:                       This field displays the current Application ID.
 Business Process:                     This field displays the descriptive name of the
                                       business process.
 Process Starter:                      This field displays the User ID (Organisation ID) of
                                       the person who started the process.
 Application Owner:                    This field displays the User ID (Organisation ID) of
                                       the process owner.
 Last Activity completed by:           This field displays the User ID (Organisation ID) of
                                       the person who submitted the last activity on the
                                       Application
 Current User:                         This field displays the User ID (Organisation ID) of
                                       the process current user.
 Activity Status:                      This field displays the current application activity
                                       status.
 Process Status:                       This field displays the current application process
                                       status.
 Lock Status:                          This fields displays if the application is locked or not

A summary of the application history is reported in the middle part of the window. The
process activities list (sorted by Enter time) is displayed in the lower portion:

 Name:                                 Activity/Form name
 Exit:                                 Exit condition
 Enter time:                           Date/time the activity was submitted
 Elapsed:                              Elapsed time to complete the activity
 Activity Status:                      New application, pending, accepted, etc.
 User:                                 User ID who has worked or is currently working on
                                       the activity

Note: By default, you can view a short history of the process containing Form and End
activities. Select the View all Activities link to display a detailed history of the process
containing all activities worked.
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8.5 View Process Details (Summary)
Select the View Process Detail button to open the Web UI and display the process details
of the claim in read-only mode. This screen shows the most important information on the
claim.


8.6 Attachment/Notes
Select the Attachment/Note icon to manage notes and attachments.
Notes: You can view all notes/attachments in an application for which you are authorised.
       You can add any notes/attachments in an application for which you are authorised.
       You can delete any notes/attachments you have created. Certain users can be
       authorised to Delete all Notes/Attachments.




In the upper part of the window, you can view the New Note/Attachment section:
     Note Text: This is the note text that will be attached by clicking the Add button;
     Attachment: This is the file name of the attachment (this file can be attached by
       clicking the Browse button);
     File Description: This is the description of the attached file;
     Add button: Select this button to add the note or attachment.
Note: In the note section, you can type up to 250 characters and you can attach files up to
a maximum of 4 MB.

In the   lower part of the window, you can view the following information:
         Owner: The owner is the person who attached the file/wrote the note;
         Note Text: The Note Text is the text of the note (typed or attached);
         Attachment: The attachment field contains the file name and other information
          about the attachment;
         Date: The date field displays the date and time the note or the attachment was
          added;


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      Delete: Select this to remove the attachment/note. This button is visible only for
       authorised user.




8.7 View Printable documents
This functionality allows you to open and print the documents created in the process (for a
full list of the printable documents available in the process, please, refer to paragraph
Printable documents).




      Title: The Title refers to the name of the printable document;
      Abstract: The Abstract describes the type of document;
      Size (Bytes):The Size field lists the size of the document;
       In case of printable documents in pdf, since they are dynamically generated, the field
       contains only the file type (PDF)
      Creation Date: The Creation Date refers to the date and time the document was
       created.




8.8 Tools

From the Tools menu, you can access detailed information about your current profile and
change your password. The Web UIs that are displayed in this chapter are specific for each
User’s process and for their organisation. Therefore you should consider the forms described
in this guide as examples.




8.8.1 Current User Profile


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Select Current User Profile link to view information about your account:




8.8.2 Change Password

To change your current password, you must provide the existing password and verify the
new one:




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