Events

Once an event is added, the data is collected and managed here along with reports, claims, pictures and documents.

Homepage: This provides an overview and status of all the reported events. Only events that are associated to the user will appear in this area. 

From this homepage you can keep track of any new, in progress or active events as well as any claims submitted by the resident or property. 

Event Details: Provides the specific details of each event. This can be accessed by clicking on the pencil icon under Actions in the Event List on the right

• Event Status - Indicates the current state of the event and can trigger email notifications when changed. 

  • New 

  • In Progress - Typically indicates the manager has begun entering additional data to the event. (A status change email can be sent if subscribed by the user) 

  • Pending Approval - When the status is changed to pending approval a specific notification is sent to persons subscribed to this. (i.e. a compliance officer may need to know when an item needs to be reviewed and approved 

  • Approved - A status change email can be sent if subscribed by the user 

  • SOP in Progress  - This indicates the Standards of Procedure questions have been started but not yet completed. 

  • Claim in Progress - A claim with insurance has been submitted and is pending completion. 

  • Complete
    
    

• Manager Report - This area allows the manager to provide details of the incident. All changes and modifications to this area are tracked for documentation purposes. 
  
  

•  Event Details - Provides the specific details to the event date, type, and location. These fields cannot be edited. 

• SOP Questions - These questions are provided to the responder of the event as determined by the interactive procedure and appear as they were answered. These fields cannot be edited. 
  

• Event Images - Picture documentation provided at the time the event was created are compiled here. Additional pictures can be uploaded by the manager as deemed necessary by clicking +Add
  
  

People: Here you can add/edit those involved in the Event such as names of police officers, witnesses, staff names, etc. 

Documentation: This area allows the user to upload most document format types to include PDF, Word, Excel, etc. All activity in this area is tracked in the activity log.

• Type - Defines the type of report that is associated to the document

  • Asbestos Testing Results

  • Daily Progress Report 

  • Engineer or Building Consultant Report 

  • Findings Report - Claim Status

  • Incident Report 

  • Initial Estimate of Loss

  • Proof of Loss Statement 

  • Time and Materials Invoicing with Backup

  • Water Mapping

  • Work Authorization

  • Xactimate Rebuild/Repair Estimate

  • Other

• Document Name and Note provide additional details

Claim: This area allows the user to add and manage all claim information relative to the Event. 

• Claim Details 

• Insurance Details 

• Notes

Activity Log: 

The activity log tracks all interactions with the event and documents the user, activity, and timestamp of the interaction until the event is closed.

    Logs include:

• Any changes to the managers report

• Updates to event status

• Document changes include: 

  • New Documents

  • Downloaded 

  • Re-uploaded

• Information added to or changed in the Claim area

Incident Report: 

This generates an easy to read full report of the event that can be used for future documentation. This can be accessed from the Incident Report button on the top right of the Event Page