Manage Journal Entries

Use journal entries to communicate with your business partners within the claim itself. This ensures critical communications are not lost in phone conversations and e-mail.

On the Journal page, you can:

  • Print journal entries

  • Categorize journal entries

  • Expand and collapse the journal entry view

  • Filter the list of journal entries

How to

You can print the journal entries as they display on the Journal page.

  1. Navigate to the desired claim and open it.
  2. On the claim navigation pane, select Journal.

  3. In the Journal window, select Print.

  4. Follow the instructions from your internet browser to print the list of journal entries.

You can categorize journal entries.

  1. Navigate to the desired claim and open it.
  2. On the claim navigation pane, select Journal.

  3. In the Journal window, select the checkbox(es) next to the desired journal entry or entries.
  4. Select Categorize.

  5. Select the desired category from the list.

  6. Select Save.

You can modify how journal entries display on the Journal page to either show complete content or condensed previews.

  1. Navigate to the desired claim and open it.
  2. On the claim navigation pane, select Journal.

  3. In the Journal window, use the following display controls:
  • Select Expand Entries to view the complete text of all journal entries in the list.
  • Select Collapse Entries to view condensed previews of the entry text.

  1. Filter the View as needed. You can filter the Journal Page list to show all entries or only those associated with the claim or a suffix.

  2. On the Filter by Category list, select the checkbox next to each category you want to display in the list.

  3. Select any column heading to sort the Journal Page list. A next to the column heading indicates ascending order. A next to the column heading indicates descending order.

Reference

Name Description
Entry Select the text of the entry to view the entry's details.
Category The category of journal entry (Contact Info, General Claim Info, Other, Rental, To Do, Total Loss).
Suffix The suffix associated with the journal entry.
Access

The level of access assigned to the journal entry:

  • Public: Accessible to affiliated shops and independent appraisers

  • Private: Accessible only to insurance staff
Email Notification The user(s) set to receive email notifications about the entry.
Author The author of the entry.
Created Date The date and time the journal entry was created.
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