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Claim Types

Navigation To Claim Types:

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 Types” button.

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Overview

The Claim Types page is used to manage and categorize the different types of claims that can be submitted within the system. Proper classification improves reporting, filtering, and workflow automation.

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Interface Overview

Main Table (Center Panel)

Displays all existing claim types, showing the following information:

Column

Description

Name

Identifier or label for the claim type.

Code

A numeric or alphanumeric code associated with the type.

Description

Short description outlining what the type represents.

Each row in this table corresponds to a unique claim type configuration.

Right Panel: Type Editor

This section allows the user to create new claim types or update/delete existing ones.

Fields

Field

Description

Name (required)

The name of the claim type (e.g., Benissimo, Shoan, testy).

Code

A unique code used for internal reference or integration.

Description

Brief explanation or context for the claim type.

Buttons

  • 🟩 Update – Save changes to the selected claim type.

  • New – Clear the fields to allow entry of a new type.

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

Functionality Highlights

  • The search bar at the top filters visible entries by Name, Code, or Description.

  • Selection of a table row populates the right-hand fields with editable data.

  • Consistency in naming and codes is recommended to maintain system integrity.

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