PRI Dashboard
The PRI (Post Repair Inspection) Dashboard tracks claims where a post-repair inspection is required. It provides visibility into PRI requests, bookings, and completions.
Dashboard Panels
1. PRI Requested
Claims where a PRI has been requested but not yet booked.
Criteria: (all conditions must be true)
| Form | Field | Condition |
|---|---|---|
| Assessment Audit | Post Repair Inspection | is null (not completed) |
| Litigation | Recovery Firm | is not null |
| Claims Management | ID | is not null (record exists) |
| Litigation | Is This Claim Settled | != Yes |
| Demands | Demand Type | != Rental |
| Litigation | PRI Status | = PRI Requested OR = PRI Awaiting Client Contact |
2. PRI Booked Awaiting Completion
Claims where a PRI has been booked but not yet completed.
Criteria: (all conditions must be true)
| Form | Field | Condition |
|---|---|---|
| Assessment Audit | Post Repair Inspection | is null (not completed) |
| Litigation | Recovery Firm | is not null |
| Litigation | Is This Claim Settled | != Yes |
| Demands | Demand Type | != Rental |
| Litigation | PRI Status | = PRI Booked OR = PRI Rescheduled |
3. PRI Completed Report
Claims where the PRI has been completed.
Criteria: (all conditions must be true)
| Form | Field | Condition |
|---|---|---|
| Litigation | PRI Status | = PRI Completed |
| Litigation | Recovery Firm | is not null |
| Litigation | Is This Claim Settled | != Yes |
| Demands | Demand Type | != Rental |
PRI Request Flow
Users can request a PRI from two locations: the Litigation tab or the Demands tab.
From Litigation Tab
The PRI Request button is available when:
| Form | Field | Condition |
|---|---|---|
| Law Firm | File Number | = Claim File Number |
| Claims Management | PRI Status | is null OR = Cancelled |
When clicked, the user can submit a PRI request for the claim.
From Demands Tab
The PRI Request button is available on the Demands tab.
On Demands Status Change
When Demands Status is changed to "Delivery Stopped for PRI", the system automatically:
- Marks the claim as Available for PRI
- Updates
Claims Management → PRI Statusto "Requested" - Creates a new record in the PRI Request form
- Adds an Additional Service record for the PRI Request
PRI Status Values
| Status | Description |
|---|---|
| PRI Requested | PRI has been requested, awaiting booking |
| PRI Awaiting Client Contact | Attempting to contact client to book PRI |
| PRI Booked | PRI appointment has been scheduled |
| PRI Rescheduled | PRI appointment was rescheduled |
| PRI Completed | PRI has been completed |
| PRI Cancelled | PRI request was cancelled |
Related Pages
- Movement Action — PRI Flow as part of vehicle movements
- Rectification Flow — Recto/PRI movement bookings
- Demands Flow — Demands status triggers for PRI