The Claim Info is located on the right side when viewing a claim and shows you useful information about the claim.

It provides a convenient, at-a-glance overview of the key information regarding the claim, such as Status, Claim Type, Claim ID, Date Created/Closed, Appointed Suppliers and who the claim is Assigned To. It also lets you add labels or close/reopen the claim from whichever tab you are viewing.

You have the option of hiding the Claim Info by clicking the information icon in the top right corner. Clicking this icon again will make the Claim Info reappear.

In the Claim Info you can see the Checklist progress bar which gives a convenient, at-a-glance overview of the level of completion of the claim, based on completed and open tasks on the Claim Checklist.

The progress bar will change colour according to the number of tasks completed: blue when at least one task has been actioned and green when all the tasks have been carried out. Clicking on the number next to the progress bar you will be redirected to the Checklist page. 

To learn more about it, read our help article.

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You can easily see who the claim is Assigned To from the Claim Info and also change the assignee to another member of your team, if needed. Simply click "Change" and choose a user from the drop-down menu.

Assigning a claim to "No-one" is useful for when no particular member of your team is solely responsible for a claim.

You have the option of adding as many Labels as you want from the Claim Info. Simply click the cog icon, select the labels you wish to add and see them appear in the Labels section of the Claim Info. 

To remove a label, open the list and click any of the labels that are already selected/checked.

To know more about Labels read our help article.

Next to the status of the claim, at the top of the Claim Info, the "Close" button is located. By clicking this, the claim immediately closes, switching the status colour to grey and populating the Date Closed field.

Only users with the role "Administrator" can modify the "Date Closed" of a closed claim from the Claim Info sidebar.

When you have closed a claim, the button will change to "Reopen". If you wish to reopen the claim, simply click "Reopen" and the status will change along with the colour. The Date Closed will also clear. 

From the Claim Info, you can appoint as many suppliers as you want to a claim. Simply click the plus icon and a window will show you a list of suppliers you can appoint to a claim. Clicking on the supplier name will show you a convenient overview of some key company information. In order to appoint the supplier, just click on the green “Appoint” button.

Once a Supplier is appointed to a claim it will show in the Appointed Suppliers section of the Claim Info. You can remove the supplier by simply clicking on the minus icon on the right - hand side of the supplier name or by opening the Supplier window and clicking on the “Remove” button.

To know more about Appointing a Supplier read our help article.

Claimable allows you to switch the claim type previously selected for a specific claim via the Switch Claim Type feature in the Claim Info sidebar underneath the "Claim Type" label.

When switching to a new claim type, it may be necessary to change other aspects of the claim, in order to satisfy the configuration of the new claim type.

If this is necessary, Claimable will guide you through the process and prompt you to review on of the following:

Just click the support chat bubble in the bottom right corner and we will happy to assist you.