Skip to main content

New Files Dashboard

Where to Find It​

New File Dashboard location in the Dashboards menu

1. Awaiting Photos​

Criteria: (all conditions must be true)

  • Upload Completion is false
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Status is not "Cancel"
  • Status is not "Declined"
  • Status is not "Rejected"
  • Repair Demand Date Settled is empty

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Photos

2. Awaiting Quoter Allocation​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quoter is empty
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Quoter_Allocation

3. Awaiting Quote Completion​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quoter is not empty
  • Quote Status is not "Completed"
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Quote_Completion

4. Awaiting Assessor Allocation​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quote Status is "Completed"
  • Assessor is empty
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Assessor_Allocation

5. Awaiting Assessor Completion​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quote Status is "Completed"
  • Assessor is not empty
  • Assessment Status is not "Completed"
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Assessor_Completion

6. Awaiting Repairer Allocation​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quote Status is "Completed"
  • Assessment Status is "Completed"
  • Repairer is empty
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Repair_Allocation

7. Awaiting Repair Completion​

Criteria: (all conditions must be true)

  • Upload Completion is true
  • Claim Type contains "Repair"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Quote Status is "Completed"
  • Assessment Status is "Completed"
  • Repairer is not empty
  • Date Repair Completed is empty
  • Status is not "Cancel"
  • Status is not "Rejected"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Repair_Completion

8. Matters Without a TP Claim Number​

Criteria: (all conditions must be true)

  • State is "Enable"
  • Recovery Firm is not empty
  • Stage is not "Cancel"
  • Status is not "Settled"
  • Status is not "Remitted"
  • Date Settled is empty
  • At-Fault Party Claim Number is empty
  • Claim Number is not empty
  • Repair Status is not "Completed"
  • Date Repair Completed is empty
  • Hire Status is not "Off Hire"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Matters_without_a_TP_claim_number

9. Matters Without a TP Claim Number and Client Claim Number​

Criteria: (all conditions must be true)

  • State is "Enable"
  • Recovery Firm is not empty
  • Status is not "Cancel"
  • Status is not "Settled"
  • Status is not "Remitted"
  • Date Settled is empty
  • At-Fault Party Claim Number is empty
  • Claim Number is empty
  • Repair Status is not "Completed"
  • Date Repair Completed is empty
  • Hire Status is not "Off Hire"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Matters_without_a_TP_claim_and_Client_Claim_Numb

10. Red Flag Job – Pending Validation​

Criteria: (all conditions must be true)

  • State is "Enable"
  • Recovery Firm is not empty
  • Stage is not "Cancel"
  • Status is not "Settled"
  • Status is not "Remitted"
  • Date Settled is empty
  • Is Claim Accepted is "Red Flag Job – Pending Validation"
  • Status is not "Cancel"
  • Status is not "Closed"
  • Repair Status is not "Completed"
  • Date Repair Completed is empty
  • Letter of Demand Date is empty

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Number_of_Red_Flag_Job_Pending_Validation

11. Red Flag Job – Pending Validation, File Age 14+​

Criteria: (all conditions must be true)

  • State is "Enable"
  • Recovery Firm is not empty
  • Stage is not "Cancel"
  • Status is not "Settled"
  • Status is not "Remitted"
  • Date Settled is empty
  • Is Claim Accepted is "Red Flag Job – Pending Validation"
  • File Age is greater than 14
  • Status is not "Cancel"
  • Status is not "Closed"
  • Repair Status is not "Completed"
  • Date Repair Completed is empty
  • Letter of Demand Date is empty

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Number_of_Red_Flag_Job_with_File_Age_14

12. Claim Not Accepted and Not Red Flag Pending Validation​

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Number_of_Claim_is_not_accepted_and_red_flag_job

13. Assessment Value Is Empty​

Criteria: (all conditions must be true)

  • Is Claim Accepted is not "Declined"
  • Claim Type is not "Rental Only"
  • Claim Type is not "Towing/Storage Only"
  • Claim Type is not "Towing/Storage + Free Rental"
  • Claim Type is not "Towing/Storage + Rental"
  • Claim Type is not "Storage Only"
  • Status is not "Cancel"
  • Status is not "Declined"
  • Status is not "Rejected / On Hire"
  • Status is not "Cancelled / On Hire"
  • Status is not "Rejected"
  • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss"
  • Date Repair Completed is empty
  • Repair Demand Status is not "Settled"
  • Repair Demand Status is not "Remitted"
  • Assessment Value is empty
  • Assessment Status is "Completed"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Number_of_files_where_assessment_value_is_empty

14. Awaiting Repair Recovery​

Criteria: (all conditions must be true)

  • Assessment Status is "Completed"
  • Repair Recovery Firm is empty
  • Status is not "Rejected"
  • Status is not "Cancel"
  • Status is not "Declined"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Repair_Recovery

15. Awaiting Rental Recovery​

Criteria: (all conditions must be true)

  • Status is not "Cancel"
  • Status is not "Declined"
  • Status is not "Rejected"
  • Rental Recovery Firm is empty
  • Hire Status is "Off Hire"

Report: creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Report:Awaiting_Rental_Recovery