Note: You must have Master user permissions on your profile in order to access the account settings and tasks setup.
To set up a claims task, follow the steps below:
From the home page click Menu (the three horizontal lines in the top left of the screen).
Click Account Settings then click Tasks Setup.
Click PII Claims.
Click Allow this task to be skipped by then select supervisors, all module users or firm groups.
Alternatively. to skip select disable.Click Allow this task to be skipped for custom task then select supervisors, all module users or firm groups.
Alternatively. to skip select disable.Click Allow Claim task to be assigned to, then select supervisors, all module users or firm groups.
Under, Default users to notify, select which users to notify of Claims module tasks.
Click Save.