You can use the PII Claims Module to keep a record of and track both PII claims and circumstances which may lead to a claim.
From the Home Page, click Modules and then PII Claims.
Click +Add.
Please Note: Depending on your system settings and account type, you may see a different screen. Instead, upon selecting PII Claims as above, it may automatically open a PII Claims record
Enter the details of the Claim/Circumstance you are recording.
If you have Data-Inputter Access to the Module, you will need to enter the information in Professional Indemnity Claim Notifications.
Use the Claim Type field to indicate if the record is a Claim or Circumstance
Please Note: if you have Supervisor Access to the Module, you will have the option to provide more information including insurer details, settlement figures and remedial actions where applicable
Click Save.
You can then schedule a task to Seek Insurers Advice.
Please Note: If you do not need to schedule this task, click Do Not Schedule
Select the User/Group you want to complete the task and enter a Due Date.
Click Schedule Task.
This will notify the relevant User/Group with regards to the Claim/Circumstance task and save the record to the system.