Claim Type contains a
list of different types of claims or reimbursements that can be paid to an
employee to compensate for an incident. For example,
$500.00 can be paid as compensation for "General Check-up" for an employees who fell of
the construction site.
Steps to create claim
types:
Click on the "Green Plus Sign". This will open the
"Edit Form".
Enter below
details:
Enter the "Code" and "Description" for
the claim.
"Code" is a unique
alphanumeric code to uniquely identify each record.
Enter the claim "Amount".
Enter "Notes" to add
additional information.
Expand into the details to view the notes after
the record has been
saved.
Save.
Use the "Pencil" icon to edit
details.
Use the "Red X" to "Void" a
record.
Void records will be "Disabled" and
will not appear in any lookups.
Edit the record and "Un-tick" void to activate a
record.
Expand into the details to add "Notes" and " Attachments".