New Claim Request Search Functionality

To utilize the new search functionality, agents should log into the Agile portal and navigate to the Claim Request application from the Post Sales menu

Click the Search icon to open the search window

The search page should open and include several attributes that can be used to conduct a search of existing claims requests on the agent’s dashboard

The agent can search for claim requests on his/her dashboard by entering the following attributes:

Request Attributes

• Request Number –  The request #  that appears on the agent’s dashboard
• Claim Number – Appears on the agent’s dashboard upon acceptance of a claim request
• Request Status – Choices include: All, Pending, Accepted, Rejected, More Info
• Created – Start & End Date range for claim requests
• Service Team Member – The individual “AB Owner” assigned to the claim request

Order Attributes

• *Order Number – The order number included on the claim request
• *Job Name – The job name associated with the order selected by the agent
• *CI – The CI code on the order line selected by the agent

*Partial data entry is allowed for the Order number, Job Name, and CI fields

To initiate a search, enter one or more attributes

Click the Search button to be returned to the main dashboard

To clear a previously submitted search, click the Search icon on the main dashboard and then click the Clear and Search buttons on the Search page to be returned to the main dashboard

To save a search filter for future use, perform a search as described in the above steps.  On the main dashboard, enter a name of the new search filter in the “Save to Filter” field and click the floppy disk icon to save

To retrieve a saved filter, select its’ name from “Current Filter” field on the main dashboard

To remove a filter or revert back to the default view on the main dashboard, click the red icon (shown below) or select “Default” from the Current Filter drop down list

To view the Help document for the Claim Request application, navigate to the Help menu