Editing Claims Reminder Report


'''Purpose'''

The Claim Reminder Report provides a list of claim reminders. It includes basic information such as ticket number, action, etc.


'''Options'''

:Claim Status –''' '''The claim statuses that are set up in [[Claims Setup]] are listed. You can choose just the statuses you want to show on the report.

:Claim Type – The types of claims that are set up in [[Claims Setup]] are listed. You can choose just the types you want to show on the report.

:Show active reminders – If this box is checked, the report will list reminders that are still active.

:Show inactive reminders – If this box is checked, the report will list reminders that have been marked as inactive.


'''Data Selection'''

The reminders are selected by the following rules:

:* The claim’s renting location is selected in the reporting list boxes.
:* The claim’s type is selected in the Claim Types list (or the claim’s type is blank).
:* The claim’s status is selected in the Claim Statuses list.
:* The claim’s date of loss is in the report’s date range.
:* The claim’s managing employee is in the report’s employee range.
:* If "Show active reminders" is selected and the reminder is marked as active, it will be included.
:* If "Show inactive reminders" is selected and the reminder is marked as inactive, it will be included.
[[Category:Bluebird]]