Add and edit loss information

You can add and edit the Loss Information section in the claim file’s Details screen. The information that appears in Loss Information is initially captured during FNOL (First Notice of Loss).

Note: Ability to edit the Loss Information section is limited to specific roles and claims with the status of New.

To edit the Loss Information section in the claim file’s Details screen, access the Details screen of a claim and:

  1. Navigate to the Loss Information section and select Edit. The Loss Information dialog box will appear.
  2. In the Loss Date box, ensure the correct date of the loss is displayed. If it isn’t, use the date picker to select the loss date.
  3. In the Loss Time box, ensure the correct time of loss is displayed. If it isn’t, use the time picker to select the loss time.
  4. In the Reported Method box, ensure the correct method for how the loss was reported is displayed. If it isn’t, select the correct method from the dropdown list.
  5. In the Timezone box, ensure the correct timezone is displayed. If it isn’t, select the correct Timezone for where the loss occurred from the dropdown list.
  6. In the Loss Category box, ensure the correct Loss Category is displayed. If it isn’t, select the correct Loss Category from the dropdown list.
  7. For the question Was this a hit and run?, select Yes or No.
  8. In the Loss Description box, update the Loss Description as needed to provide an accurate description of the loss.
  9. When you’re finished editing the Loss Information section, select Save. If you select Cancel, you will return to the Details screen without updating the information.

Usage consideration

When you make changes to the fields in this section, the changes will be recorded in the Claims Activity Log. The following will be captured in the Claims Activity Log record:

  • Date and time of change.
  • Name of the user that made the change.
  • Original value.
  • New value.