Claims: opening and working a claim

Who can use it

• Claims → View reads claims; Claims → Edit opens and changes them.
• A claim's documents, timeline and report also need View sensitive claim detail.
• Deleting needs Delete on Claims (a Company Admin always can). A claim's case owner finds it under Report an Incident → Investigations.

Open a claim

1. Admin side → Claims → + Add Claim, or Create claim from an incident's Claims tab.
2. Linked incident (optional). Pick the worker — with an incident linked, only people marked hurt on it are listed.
3. Governing body (e.g. WorkSafeBC, WSIB), claim number and status: Open, Time-Loss, Pending Regulator, In Appeal, Closed or Denied.
4. Date of injury, date filed, expected return to work and the case owner.
5. Create claim.

Work it

• Documents: the claim's own forms and reports. Carried over from this incident links files from the incident's Supporting docs rather than copying them.
• Clearance letter: uploading it is what clears the claim. Until then it stays flagged as active.
• Timeline: dated notes. See "Claims: editing and deleting timeline notes".
• Report: everything in one time-stamped PDF or Word file. See "Claims: the report, with photos".
• Activity: the worker's activity in FieldTec during a signed modified or light duty plan.