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Claim Reasons

Navigation To Claim Reasons:

Navigate to the Settings section and under System Setup click the “System Settings” button.

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Then navigate to the Cargo section and click the “Claim Reasons” button.

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Overview

The Claim Reasons page is used to manage and configure predefined reasons that can be assigned to claims within the system. These reasons help categorize, explain, and track the nature of claims for reporting and resolution purposes.

Interface Overview

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Main Table (Center Panel)

This table displays all claim reason entries, each defined by:

Column

Description

Name

The label or identifier for the reason.

Code

A numeric identifier for internal reference or integration purposes.

Description

A short explanation or note about the reason.

Each row represents a unique reason for a claim.

Right Panel: Reason Editor

Used for creating, modifying, or deleting claim reasons.

Fields

Field

Description

Name (required)

The name of the claim reason (e.g., Jason, testy).

Code

Numeric identifier for backend or system reference.

Description

Short explanation for internal/external use.

Buttons

  • 🟩 Update – Save any modifications to the currently selected record.

  • New – Clear fields for creating a new claim reason.

  • 🗑️ Delete – Remove the selected reason from the list.

Functionality Details

  • The search bar allows filtering by any text in the Name, Code, or Description columns.

  • Selecting a row in the table populates the fields in the right panel for review or editing.

  • The Update button becomes active when edits are made or a row is selected.

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