TRAX MANUALS > Orders > Orders Module > Orders, Update Menu > Insurance Claim

Insurance Claim

Insurance Claim information can be entered into and stored on the system. The Insurance Claim information can then be associated with Production and Shop Work Orders, along with various orders if required (L/O, E/X, P/O, S/V, and R/O). Refer to the Insurance Claim Overview section below.

Within the Insurance Claim Header, the following tabs and buttons are available.

Within the Insurance Claim Detail, the following tabs and buttons are available.

Insurance Claim Overview

Once the Work Order, Non-Routine Task Card, or Order Detail is created, the Insurance Claim checkbox can be selected from the relevant Optional tab, then the relevant Insurance Claim number is entered.

The total cost of the order, Work Order, or Non-Routine Task Card will appear in the Insurance Claim for collection from the relevant insurance company.

Insurance Claims may be associated to Work Order, W/O Task Cards, W/O Non-Routines, and various Order Types including Purchase Orders as seen below:

Once all items (costs) associated to the Insurance Claim have been attached you will have the option of printing (Print button) or e-mailing (E-mail button) the claim from the Insurance Claim window to the Insurance Company for payment as seen below:

Warranty Management Process Flow