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Data & Reports

Claims: editing and deleting timeline notes

  • On a claim's Timeline, each note you are allowed to change shows Edit. You can change your own notes. Anyone with Claims set to Edit can change anyone's; a Company Admin always can. Delete shows only for a Company Admin or an Admin with Delete on Claims.
  • An edited note stays in place and says edited, with the date, so a changed note is never passed off as the original.
  • A deleted note disappears from the timeline after you confirm. Who deleted it, and when, is kept on that person's profile under Activity on the admin side.