Claims register
Every claim, with filters and export.
Where: Dashboard → Claims
Who can: Claims: View
Claims
Each claim with its linked incident, documents, timeline of notes and a time-stamped report. Grantable like any module since 15 October 2026; sensitive detail needs its own right.
Who uses itAdminPlan
On the admin side
6 featuresDashboard and the Admin paneNew claim
Open a claim and link it to its incident.
Where: Claims → New
Who can: Claims: Edit
Documents
Upload claim documents; each photo has In report: Yes or No.
Where: Claim → Documents
Who can: View Sensitive Claim Detail
Timeline notes
Add notes; edit your own (it says edited, with the date). Deleting one needs Delete on Claims and is logged.
Where: Claim → Timeline
Who can: Claims: Edit
Report
Download report (PDF) or as Word: details, linked incident, documents, timeline and photos, stamped with who made it and when.
Where: Claim → Report
Who can: View Sensitive Claim Detail
Lifecycle
Move a claim through its stages and close it. Deleting needs Delete on Claims.
Where: Claim → actions
Who can: Claims: Edit
Related articles
- Claims: opening and working a claimOpen a workers' comp claim, link it to its incident, keep its documents and timeline, and clear it with the clearance letter.
- Claims: the report, with photosEverything on a claim in one downloadable, time-stamped document, with a Yes/No on each photo for whether it goes in.
- Claims: editing and deleting timeline notesFix or remove a note on a claim's Timeline. The person who wrote it, or anyone with Claims set to Edit, can fix it; removing one needs Delete on Claims.