Claim Form
Excess Details
No fields are currently placed in this section (likely legacy/unused).
Claim Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Lead_Source1 (required) | picklist | Lead_Source | |
Lead_Source_Reference | text | — | |
Lead_Source_Company | picklist | Lead_Source_Company | |
Field_Name | text | — | |
stella_state | picklist | — | Values: NSW / VIC / QLD / SA / TAS / WA |
Is_Claim_Accepted | picklist | — | Values: Accepted / Declined / Pending / New Claim / Pending Further Investigation / Red Flag Job – Pending Validation / Rescheduled / Matter Litigated / On Hold; default: New Claim |
Red_Flag_Notes (required) | textarea | — | |
Red_Flag_Job_Date | date | — | |
Red_Flag_Job_Days | text | — | |
Accepted_Declined_Date | datetime | — | Private field |
Booking_Coordinator | picklist | Users (built-in) | Personal data field |
Assigned_Booker1 | picklist | User | |
Reschedule_Date | date | — | |
File_Handler_Test | picklist | Users (built-in) | Personal data field; record owner field for this form |
Com_s_Amount | AUD (currency) | — | |
Date_Assigned_to_Claims_Consultant | date | — | |
Booking_Date | date | — | Private field |
Delivery_Date | date | — | Private field |
Recovery_Handler | picklist | Users (built-in) | Personal data field |
Job_Taken_On | picklist | — | Values: Yes / No |
Job_Taken_On1 | date | — | |
Claim_Type1 (required) | picklist | — | Values: Rental Only / Repair Only / Repair & Rental / Towing/Storage Only / Towing/Storage + Rental / Storage Only / Towing + Repair / Towing + Repair + Rental / Repair Only / Free Rental / Repair Only IITR/Crash Collab / Rental Only IITR/Crash Collab / Towing/Storage + Free Rental / Total Loss Rental Only / Total Loss + Towing/Storage + Rental / Towing + Repair + Free Rental / Free Rental Only |
Attempt_Direct_Claim | checkbox | — | |
Reason_for_Direct_Claim | textarea | — | |
Direct_Claim_Status | picklist | — | Values: Direct Claim Required / Direct Claim In Review / Direct Claim Active / Direct Claim Settled / Direct Claim Rejected / Direct Claim Remitted |
Update_Direct_Claim | picklist | Update_Direct_Claim | Private field |
External_Client_Repairer | picklist | — | Values: Waiting For Booking / Booked |
Is_customers_vehicle_being_repaired_or_a_total_loss | picklist | — | Values: Repaired / Total Loss |
Has_the_vehicle_been_purchased_from_a_client | picklist | — | Values: Yes / No |
Rental_Only_Repairer | text | — | |
Rental_Only_ETA | date | — | |
Detailed_Reason_for_the_Repair_Delay | textarea | — | |
Total_Loss_Notes | textarea | — | |
Is_repairer_in_Crashclaim_Repair_network | picklist | — | Values: Yes / No |
Does_repairer_have_authority_from_insuer | picklist | — | Values: Yes / No |
Recovery_Type (required) | picklist | — | Values: 3rd Party / Direct / CBR - At Fault / CBR - Not At Fault / CBR - Not At Fault Direct / Private Job / Free Loan Vehicle / Loan Car – Private Job / Client Private Jobs |
Rental_Provider (required) | picklist | — | Values: Crashclaim / Right2Drive / CARBIZ / COMPASS / IM IN THE RIGHT / A2B / No Rental Provider / Miami Smash Repairs / Sheens; allows custom "other" value |
Rental_Recovery_type (required) | picklist | — | Values: 3rd Party / Direct / CBR - At Fault / CBR - Not At Fault / CBR - Not At Fault Direct / Private Job / CBR No Hire On Policy / Free Loan Car; allows custom "other" value |
Tow_Recovery_Type | picklist | Recovery_Type | Allows adding new entries inline ("Add Recovery Type"); this is a separate master form also named Recovery_Type — not the same as this form's own Recovery_Type field above |
Cross_Hire | checkbox | — | |
Potential_Direct_Claim | checkbox | — | |
Related_Claims | list | Claim_Form (self-referencing) | Multi-select |
CBR_Rental_Duration | number | — | |
CBR_Daily_Rental_Rate | AUD (currency) | — | |
CBR_Excess_note2 | textarea | — | |
CBR_Excess_paid_Date | date | — | |
CBR_Excess_Amount | AUD (currency) | — | |
Assigned_Recovery_Agent | picklist | Recovery_Agent | |
Create_File_Number | autonumber | — | Starts at 1000001 |
Kratos_File_Number | autonumber | — | Starts at 200000 |
Repair_Invoice_Date | date | — | |
File_Number (required, unique) | text | — | |
Stella_Claim_Status | picklist | — | Values: Open / Closed Settled / Closed Withdrawn; private field |
Drive_Legal_Reference | text | — | |
Claims_Management_Form | picklist | Claims_Management_Form (↔ Claim_Form) | Private field |
Offer_Details | picklist | Offer_Details (↔ File_Number) | Private field |
Total_Loss_Settlements | picklist | Total_Loss_Settlements (↔ File_Number) | Private field |
Send_Images_Docs_to_Dropbox | picklist | Send_Images_Docs_to_Dropbox (↔ Claim_Form) | Private field |
Payment_Plan | picklist | Payment_Plan (↔ Claim_Form) | Private field |
Add_Job_1 | picklist | logistics_app.Add_Job (↔ Claim_Form_V1) | Private field |
Add_Job_2 | picklist | logistics_app.Add_Job (↔ Claim_Form_2) | Private field |
Add_Job_3 | picklist | logistics_app.Add_Job (↔ Claim_Form_3) | Private field |
Add_Job_4 | picklist | logistics_app.Add_Job (↔ Claim_Form_4) | |
Add_Job_5 | picklist | logistics_app.Add_Job (↔ Claim_Form_5) | |
Add_Job_6 | picklist | logistics_app.Add_Job (↔ Claim_Form_6) | |
Add_Job_7 | picklist | logistics_app.Add_Job (↔ Claim_Form_7) | |
PRI_Job_Record | picklist | logistics_app.Add_Job (↔ PRI_Claim_Form) | Private field |
Recto_Job_Record | picklist | logistics_app.Add_Job (↔ Recto_Claim_Form) | Private field |
Work_drive_ID | text | — | |
Date_Created | date | — | Default: today |
State_Law_Import | checkbox | — | Private field |
Zoho_ID | text | — | |
CAS_Tow_Needed | picklist | — | Values: Roadside Tow / No Tow Needed / Trade Tow / Crashclaim Tow |
Tow_Operator | picklist | Tow_Operator | |
towing_company_and_locations | textarea | — | |
Add_Icons | picklist | Add_Icons | Private field |
Select_Person | picklist | — | Values: Driver / Owner |
Loan_Vehicle_Claim | checkbox | — | |
Available_Fleet | picklist | logistics_app.Add_Car (filtered: Vehicle_Status == "Available" || Vehicle_Status == "Off Hire") | |
Commission | picklist | Commission (↔ File_Number) |
Driver Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Driver_Name (required) | name (composite: prefix, first_name, last_name, suffix) | — | Prefix and Suffix subfields are hidden; personal data field |
Driver_Phone (required) | phonenumber | — | Allowed country: AU; personal data field |
Driver_Email (required) | — | Personal data field | |
Driver_Date_of_Birth | date | — | |
Driver_Address (required) | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
Drives_licence | image | — | |
Drivers_Licence_Back | image | — | |
is_Driver_the_same_as_owner | checkbox | — | |
Relationship_to_Owner (required) | picklist | — | Values: Child / Owner / Parent / Partner; allows custom "other" value |
Owner Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Owner_Name (required) | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
Owner_Phone (required) | phonenumber | — | Allowed country: AU; personal data field |
Owner_Email (required) | — | Personal data field | |
Owner_Address (required) | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
Owners_Licence | image | — | |
Owners_Licence_Back | image | — |
Employer Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Are_you_currently_employed | checkbox | — | |
Employer_Name (required) | text | — | |
Employer_Address (required) | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
Work_Related_Vehicle_Use | textarea | — | Tooltip: "Describe how the customer uses the vehicle for work." |
Rental Need
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Public_transport_is_not_suitable_for_me_because | list | — | Multi-select. Values: To drive to and from work each working day / To drop off and pick up my child(ren) from school / To carry out weekly errands, including grocery shopping / To travel to and from social and/or family functions / To pick up and drop off friends and family members / To travel to and from various places for social/recreational purposes / For day to day tasks |
Rental_is_my_only_option_because (required) | list | — | Multi-select. Values: I do not own any other vehicles in my name / I own other vehicles but i do not have access to them on a day to day basis / I cannot borrow other vehicles from family or friends for use on a day to day basis |
Public_transport_is_not_suitable_for_me_because1 (required) | list | — | Multi-select. Values: Access to public transport is limited / I do not live near a station / I do not live near a bus stop |
Other_reasons_why_a_rental_is_needed (required) | textarea | — |
Customers Vehicle Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Vehicle_Type (required) | picklist | — | Values: Bike / Car / Truck / Trailer |
Customer_Make (required) | text | — | |
Customer_Model (required) | text | — | |
Transmission (required) | picklist | — | Values: Automatic / Manual |
Year_field (required) | number | — | |
Customer_Registration (required) | text | — | |
Auto_Grab | checkbox | — | |
VIN | text | — | |
Vehicle_Requirements | textarea | — | |
Customer_Registration1 | image | — | |
Date_Registration_Papers_Uploaded | date | — | |
Registration_Type | picklist | — | Values: Private / Business |
Registered_for_GST | picklist | — | Values: Yes / No |
Do_you_have_Ceramic_OR_Paint_Protection | picklist | — | Values: Yes / No |
Are_you_insured (required) | picklist | — | Values: Yes / No |
Do_you_have_comprehensive_insurance | picklist | — | Values: Comprehensive / CTP / 3rd Party |
Does_the_client_have_choice_of_own_repairer | picklist | — | Values: Yes / No |
Client Insurance Details
Internal section ID: Driver_Insurance_Details. The live UI shows this and "Customers Vehicle Details" under one continuous panel with no separate heading.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Client_Insurer (required) | picklist | Insurer_Form | Allows adding new entries inline ("Add New Insurer") |
Policy_Number | text | — | |
Claim_Number | text | — | |
Policy_Renewal (required) | radiobuttons | — | Values: Exact date is available / Approximate date available |
Renewal_Date (required) | picklist | — | Values: Next 1 month / Next 2 months / Next 3 to 6 months / Next 7 to 12 months |
Exact_renewal_date (required) | date | — | |
Do_you_have_hire_car_policy | picklist | — | Values: Yes / No |
CBR_Rental_Note_Field | textarea | — | |
Customer_Insurance_Document | image | — | |
Customer_Insurance_Schedule1 | upload file | — | |
I_give_Crash_Claim_authority_to_recover_any_costs_from_my_insurer_if_a_3rd_party_recovery_is_unsuc | checkbox | — |
Accident Details
Includes Witness_Police_Details (row 10), which has no section boundary of its own and displays as part of this panel.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Date_of_Accident (required) | date | — | |
Time_of_Accident (required) | time | — | |
Accident_Description (required) | textarea | — | |
Reformat_Accident_Description_with_AI | checkbox | — | |
Number_of_vehicles_involved (required) | picklist | — | Values: 1 / 2 / 3 / 4 / 5 |
Accident_Location (required) | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
Damage_Description (required) | textarea | — | |
Reformat_Damage_Description_with_AI | checkbox | — | |
Baby_Seat_Installed (required) | picklist | — | Values: No / Yes |
Baby_Seat_Damaged | picklist | — | Values: No / Yes |
Number_of_Damaged_Baby_Seats | picklist | — | Values: 1 / 2 / 3 |
Seek_Reimbursement | picklist | — | Values: Yes / No |
Invoice_of_Baby_Seat | image | — | |
Damaged_Baby_Seat_Image | image | — | |
Damaged_Baby_Seat_Image_2 | image | — | |
Damaged_Baby_Seat_Image_3 | image | — | |
Witness_Police_Details | subform | — | Embedded subform, columns: WHo (picklist, values: Witness / Police), Name (text), Phone_Number (phonenumber, personal data), Email (email, personal data), Notes (textarea) |
At Fault Driver Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
rd_Party_Name (required) | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
At_Fault_Address | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
At_Fault_Phone_Number | phonenumber | — | Allowed country: AU; personal data field |
At_Fault_Driver_DOB | date | — | |
At_Fault_Driver_Email | — | Personal data field | |
At_Fault_Make | text | — | |
At_Fault_Model | text | — | |
At_Fault_Registration | text | — | |
At_Fault_Vehicle_Year | number | — | |
At_Fault_Vehicle_Damage | textarea | — | |
Did_the_at_fault_driver_admit_liability | picklist | — | Values: Yes / No / Pending |
How_was_liability_confirm | textarea | — | |
Was_liability_admitted_on_a_recorded_line | picklist | — | Values: Yes / No |
At_Fault_Party_Insurer1 | picklist | Insurer_Form | Allows adding new entries inline ("Add New Insurer") |
At_Fault_Party_Insurer | text | — | |
At_Fault_Party_Policy | text | — | |
At_Fault_Party_Claim | text | — | |
At_Fault_Drivers_Licence | image | — | |
At_Fault_Drivers_Licence_Back | image | — | |
Is_the_At_Fault_driver_the_owner_of_the_vehicle | checkbox | — |
At Fault Third Driver Details
Fields for a second at-fault vehicle/driver in multi-vehicle accidents.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
What_position_is_the_client | picklist | — | Values: 1 / 2 |
Vehicle_Accident_Position | picklist | — | Values: 1 / 2 |
At_Fault_Name | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
At_Fault_Address1 | address (composite) | — | Only Latitude and Longitude subfields are hidden; personal data field |
At_Fault_Phone_Number1 | phonenumber | — | Personal data field |
At_Fault_Driver_DOB1 | date | — | |
At_Fault_Driver_Email1 | — | Personal data field | |
At_Fault_Vehicle_Make | text | — | |
At_Fault_Vehicle_Model | text | — | |
At_Fault_Vehicle_Registration | text | — | |
At_Fault_Vehicle_Year1 | number | — | |
At_Fault_Vehicle_Damage1 | textarea | — | |
At_Fault_Party_Insurer_Name | picklist | Insurer_Form | |
At_Fault_Party_Policy1 | text | — | |
At_Fault_Party_Claim1 | text | — |
At Fault Fourth Driver Details
Fields for a third at-fault vehicle/driver in multi-vehicle accidents.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
What_position_is_the_client1 | picklist | — | Values: 1 / 2 |
Vehicle_Accident_Position1 | picklist | — | Values: 1 / 2 |
At_Fault_Name1 | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
At_Fault_Address2 | address (composite) | — | Only Latitude and Longitude subfields are hidden; personal data field |
At_Fault_Phone_Number2 | phonenumber | — | Personal data field |
At_Fault_Driver_DOB2 | date | — | |
At_Fault_Driver_Email2 | — | Personal data field | |
At_Fault_Vehicle_Make1 | text | — | |
At_Fault_Vehicle_Model1 | text | — | |
At_Fault_Vehicle_Registration1 | text | — | |
At_Fault_Vehicle_Year2 | number | — | |
At_Fault_Party_Insurer_Name1 | picklist | Insurer_Form | |
At_Fault_Party_Policy2 | text | — | |
At_Fault_Party_Claim2 | text | — |
At Fault Fifth Driver Details
Fields for a fourth at-fault vehicle/driver in multi-vehicle accidents.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
At_Fault_Name2 | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
At_Fault_Address3 | address (composite) | — | Only Latitude and Longitude subfields are hidden; personal data field |
At_Fault_Phone_Number3 | phonenumber | — | Personal data field |
At_Fault_Driver_DOB3 | date | — | |
At_Fault_Driver_Email3 | — | Personal data field | |
At_Fault_Vehicle_Make2 | text | — | |
At_Fault_Vehicle_Model2 | text | — | |
At_Fault_Vehicle_Registration2 | text | — | |
At_Fault_Vehicle_Year3 | number | — | |
At_Fault_Vehicle_Damage3 | textarea | — | |
At_Fault_Party_Insurer_Name2 | picklist | Insurer_Form | |
At_Fault_Party_Policy3 | text | — | |
At_Fault_Party_Claim3 | text | — |
At Fault Owner
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
At_Fault_Owner_Name | name (composite) | — | Prefix and Suffix subfields are hidden; personal data field |
At_Fault_Owner_Address | address (composite) | — | Address Line 2, Country, Latitude, Longitude subfields are hidden; personal data field |
At_Fault_Owner_Number | phonenumber | — | Allowed country: AU; personal data field |
At_Fault_Owner_Licence_Front | image | — | |
At_Fault_Owner_Licence_Back | image | — |
Terms & Conditions
The live UI groups the remainder of the form's fields under further tabs/panels not broken out individually above. Grouped here by function rather than dumped in one table, to make cross-form duplication and structural patterns easier to spot (see Schema Findings & Redesign Notes).
Identifiers & Migration
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Field_Name | text | — | |
Create_File_Number | autonumber | — | Starts at 1000001 |
Kratos_File_Number | autonumber | — | Starts at 200000 |
Work_drive_ID | text | — | |
State_Law_Import | checkbox | — | Private field |
Zoho_ID | text | — | |
claim_id_360 | number | — |
Red Flag Tracking
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
stella_state | picklist | — | Values: NSW / VIC / QLD / SA / TAS / WA |
Red_Flag_Notes (required) | textarea | — | |
Red_Flag_Job_Date | date | — | |
Red_Flag_Job_Days | text | — | |
Why_is_this_job_a_red_flag | textarea | — |
Booking & Lead Source
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Lead_Source_Company | lookup | Lead_Source_Company | Shown only when Lead_Source.Show_Lead_Source_Company is true |
Assigned_Booker1 | picklist | User | |
Reschedule_Date | date | — | |
Date_Assigned_to_Claims_Consultant | date | — | |
Booking_Date | date | — | Private field |
Assigned_Booker | picklist | Users (built-in) | Personal data field |
Lead_Source | lookup | Lead_Source | Private field; drives conditional display of Lead_Source_Company, Referrer_User_Name, and Lead_Source_Reference_Number — see Lead Source |
Lead_Source_Reference_Number | text | — | Shown for all Lead Sources except "Company Referral" |
Referrer_User_Name | lookup | Users (built-in) | Shown only when Lead_Source.Name = "Company Referral"; personal data field |
Quick_Lead | picklist | Add_Quick_Lead | |
Booking_Assigned_To | picklist | User |
Claim Status, Repair & Direct-Claim Workflow
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
File_Handler_Test | picklist | Users (built-in) | Personal data field; record owner field for this form |
Delivery_Date | date | — | Private field |
Job_Taken_On | picklist | — | Values: Yes / No |
Job_Taken_On1 | date | — | |
Attempt_Direct_Claim | checkbox | — | |
Reason_for_Direct_Claim | textarea | — | |
Direct_Claim_Status | picklist | — | Values: Direct Claim Required / Direct Claim In Review / Direct Claim Active / Direct Claim Settled / Direct Claim Rejected / Direct Claim Remitted |
Update_Direct_Claim | picklist | Update_Direct_Claim | Private field |
External_Client_Repairer | picklist | — | Values: Waiting For Booking / Booked |
Is_customers_vehicle_being_repaired_or_a_total_loss | picklist | — | Values: Repaired / Total Loss |
Has_the_vehicle_been_purchased_from_a_client | picklist | — | Values: Yes / No |
Rental_Only_Repairer | text | — | |
Rental_Only_ETA | date | — | |
Detailed_Reason_for_the_Repair_Delay | textarea | — | |
Total_Loss_Notes | textarea | — | |
Is_repairer_in_Crashclaim_Repair_network | picklist | — | Values: Yes / No |
Does_repairer_have_authority_from_insuer | picklist | — | Values: Yes / No |
Recovery_Type (required) | picklist | — | Values: 3rd Party / Direct / CBR - At Fault / CBR - Not At Fault / CBR - Not At Fault Direct / Private Job / Free Loan Vehicle / Loan Car – Private Job / Client Private Jobs |
Cross_Hire | checkbox | — | |
Potential_Direct_Claim | checkbox | — | |
Repair_Invoice_Date | date | — | |
Stella_Claim_Status | picklist | — | Values: Open / Closed Settled / Closed Withdrawn; private field |
Update_CC_Stage | picklist | — | Values: Yes / No |
Client_Vehicle_Location | text | — | |
Redirect_To | picklist | — | Values: Claim Rental View Details / CCR ATA Html |
Claims_Management_Stage | picklist | — | Values: New Booking / New Claim / On Hire / In Repairs / Recovery / Litigation / Hearing / Settled / Remitted / Withdrawn/Closed / Cancel / Rejected |
CBR Recovery Rental Fees
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
CBR_Rental_Duration | number | — | |
CBR_Daily_Rental_Rate | AUD (currency) | — | |
CBR_Excess_note2 | textarea | — | |
CBR_Excess_paid_Date | date | — | |
CBR_Excess_Amount | AUD (currency) | — | |
CBR_Rental_Note_Field | textarea | — |
Cross-Form Relations & Financial Links
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Com_s_Amount | AUD (currency) | — | |
Related_Claims | list | Claim_Form (self-referencing) | Multi-select |
Drive_Legal_Reference | text | — | |
Claims_Management_Form | picklist | Claims_Management_Form (↔ Claim_Form) | Private field |
Offer_Details | picklist | Offer_Details (↔ File_Number) | Private field |
Total_Loss_Settlements | picklist | Total_Loss_Settlements (↔ File_Number) | Private field |
Send_Images_Docs_to_Dropbox | picklist | Send_Images_Docs_to_Dropbox (↔ Claim_Form) | Private field |
Payment_Plan | picklist | Payment_Plan (↔ Claim_Form) | Private field |
Commission | picklist | Commission (↔ File_Number) | |
Law_firm1 | list | Law_firm1 (↔ File_Number) | Multi-select |
Google_Sheet | picklist | Google_Sheet (↔ File_Number) | |
Claw_Back | picklist | Claw_Back | |
File_Summary | picklist | File_Summary |
Job & Logistics Links
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Add_Job_1 | picklist | logistics_app.Add_Job (↔ Claim_Form_V1) | Private field |
Add_Job_2 | picklist | logistics_app.Add_Job (↔ Claim_Form_2) | Private field |
Add_Job_3 | picklist | logistics_app.Add_Job (↔ Claim_Form_3) | Private field |
Add_Job_4 | picklist | logistics_app.Add_Job (↔ Claim_Form_4) | |
Add_Job_5 | picklist | logistics_app.Add_Job (↔ Claim_Form_5) | |
Add_Job_6 | picklist | logistics_app.Add_Job (↔ Claim_Form_6) | |
Add_Job_7 | picklist | logistics_app.Add_Job (↔ Claim_Form_7) | |
PRI_Job_Record | picklist | logistics_app.Add_Job (↔ PRI_Claim_Form) | Private field |
Recto_Job_Record | picklist | logistics_app.Add_Job (↔ Recto_Claim_Form) | Private field |
Loan_Vehicle_Claim | checkbox | — | |
Available_Fleet | picklist | logistics_app.Add_Car (filtered: Vehicle_Status == "Available" || Vehicle_Status == "Off Hire") | |
Parts_to_Order | subform | Part_Item_Request (↔ Claim_Form1) | |
Parts_to_Repair | subform | Parts_to_Repair (↔ Claim_Form) | |
Parts_List_not_Completed_Notes | textarea | — | Stores concatenated notes history for claims with incomplete parts lists. Updated via "Update Parts List not Completed Notes" form. See Parts List Not Completed |
Vehicle_Purchase_Request_ID | picklist | logistics_app.Vehicle_Purchase_Request | |
Latest_Job_Record | picklist | logistics_app.Add_Job |
Towing
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
CAS_Tow_Needed | picklist | — | Values: Roadside Tow / No Tow Needed / Trade Tow / Crashclaim Tow |
Tow_Operator | picklist | Tow_Operator | |
towing_company_and_locations | textarea | — |
Icon & Person Assignment
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Add_Icons | picklist | Add_Icons | Private field |
Select_Person | picklist | — | Values: Driver / Owner |
Vehicle & Insurance Compliance
The first three rows here duplicate fields already documented under "Driver Details" / "Employer Details" / "Rental Need" above — pre-existing artifact of how the source doc's catch-all list was assembled, kept here to match the live grouping.
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
is_Driver_the_same_as_owner | checkbox | — | Duplicate — see Driver Details above |
Are_you_currently_employed | checkbox | — | Duplicate — see Employer Details above |
Public_transport_is_not_suitable_for_me_because1 (required) | list | — | Duplicate — see Rental Need above. Multi-select. Values: Access to public transport is limited / I do not live near a station / I do not live near a bus stop |
Auto_Grab | checkbox | — | |
VIN | text | — | |
Date_Registration_Papers_Uploaded | date | — | |
Registered_for_GST | picklist | — | Values: Yes / No |
Do_you_have_Ceramic_OR_Paint_Protection | picklist | — | Values: Yes / No |
Are_you_insured (required) | picklist | — | Values: Yes / No |
Claim_Number | text | — | |
Policy_Renewal (required) | radiobuttons | — | Values: Exact date is available / Approximate date available |
Renewal_Date (required) | picklist | — | Values: Next 1 month / Next 2 months / Next 3 to 6 months / Next 7 to 12 months |
Exact_renewal_date (required) | date | — | |
Customer_Insurance_Schedule1 | upload file | — | |
Auto_Grab_API_Log | picklist | Auto_Grab_API_Log | |
Client_Insurance_Policy_Expiry_Date | date | — |
Consent & AI Tools
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
I_give_Crash_Claim_authority_to_recover_any_costs_from_my_insurer_if_a_3rd_party_recovery_is_unsuc | checkbox | — | |
Reformat_Accident_Description_with_AI | checkbox | — | |
Reformat_Damage_Description_with_AI | checkbox | — |
Baby Seat Damage & Reimbursement
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Baby_Seat_Installed (required) | picklist | — | Values: No / Yes |
Baby_Seat_Damaged | picklist | — | Values: No / Yes |
Number_of_Damaged_Baby_Seats | picklist | — | Values: 1 / 2 / 3 |
Seek_Reimbursement | picklist | — | Values: Yes / No |
Invoice_of_Baby_Seat | image | — | |
Damaged_Baby_Seat_Image | image | — | |
Damaged_Baby_Seat_Image_2 | image | — | |
Damaged_Baby_Seat_Image_3 | image | — |
Witnesses & Police
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Witness_Police_Details | subform | — | Embedded subform, columns: WHo (picklist, values: Witness / Police), Name (text), Phone_Number (phonenumber, personal data), Email (email, personal data), Notes (textarea) |
Liability Confirmation
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
How_was_liability_confirm | textarea | — | |
Was_liability_admitted_on_a_recorded_line | picklist | — | Values: Yes / No |
Has_Liability_been_confirmed | picklist | — | Values: Yes / No; default: No |
How_was_liability_confirmed | picklist | — | Values: TP Insurance / Fault Driver Admitted on a Recorded Line / Fault Driver In writing. SMS/Note/Email / Dash Cam CCTV |
Upload_the_File_for_Evidence | upload file | — | |
Has_the_accident_been_reported_to_the_Fault_Party_insurance_company | picklist | — | Values: Yes / No |
Pending_Reason | picklist | — | Values: Need to confirm Liability / Awaiting Fault Driver Insurance Type / Dispute Liability / Awaiting DD Search / Awaiting RMS Search / Awaiting Further deatils from the Client / Others |
Need_to_confirm_Liability | picklist | — | Values: TP Insurance / Fault Driver / Both Above / Other |
Dispute_Liability | picklist | — | Values: A Reason / B Reason / C Reason |
Awaiting_Fault_Driver_Insurance_Type | picklist | — | Values: Yes / No |
Awaiting_DD_search | picklist | — | Values: Yes / No |
Awaiting_RMS_Search | picklist | — | Values: Yes / No |
Awaiting_further_details_from_the_client | picklist | — | Values: Need More TP details. / Need Identification / Awaiting Witness Details |
The remaining "2nd–4th at-fault party" fields the old flat list carried here are omitted to avoid duplication — see the dedicated "At Fault Third/Fourth/Fifth Driver Details" sections above, which already cover every one of those fields (plus At_Fault_Party_Insurer and Is_the_At_Fault_driver_the_owner_of_the_vehicle, covered under "At Fault Driver Details" above).
Signatures & ATA Consent
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
plain1 | plaintext | — | Static legal text: recovery-agent authority and 3rd-party cost recovery clause |
Accept_Terms_Conditions1 | checkbox | — | |
Show_Signature_Fields | checkbox | — | |
Who_is_signing_the_forms | picklist | — | Values: Driver / Owner; default: Driver |
Signature1 (required) | signature | — | Personal data field |
Date_Signed | date | — | |
Send_Client_Docs | picklist | — | Values: Yes / No; default: No; private field |
Dashcam_Recording | picklist | — | Values: No / Yes; default: No |
Is_Signature_Updated | picklist | — | Values: Yes / No; default: No; private field |
css_style_plain | plaintext | — | Static placeholder text ("Add your Note here ...") |
Show_ATA_Signature_Section | picklist | — | Values: Yes / No; private field |
ATA_Signature (required) | signature | — | Personal data field |
ATA_Signature_Date | date | — | Default: today |
plain | plaintext | — | Static placeholder text ("Add your Note here ...") |
Owner_public_Signature | picklist | — | Values: Yes / No |
Show_Owner_ATA_Section | picklist | — | Values: Yes / No; default: No; private field |
Decision_box_1 | checkbox | — | |
Decision_box_2 | checkbox | — | |
Decision_box_3 | checkbox | — | |
Decision_box_4 | checkbox | — | |
Decision_box_5 | checkbox | — | |
Owner_ATA_Signature | signature | — | Personal data field |
Owner_ATA_Signature_Date | date | — | Default: today |
forATAReport | picklist | — | Values: Yes / No |
Demands, Remittance & Settlement
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Repair_Rental_remittance | picklist | — | Values: Yes / No; default: No |
Repair_Rental_Settlement | picklist | — | Values: Yes / No; default: No |
Repair_Demand | picklist | Demands | |
Rental_Demand | picklist | Demands | |
Tow_Demands_1 | picklist | Demands | |
Tow_Demands_2 | picklist | Demands | |
Insurance_Excess_Demand_1 | picklist | Demands | |
Insurance_Excess_Demand_2 | picklist | Demands | |
Storage_Demand_1 | picklist | Demands | |
Shortfall_1 | picklist | Demands | |
Shortfall_2 | picklist | Demands | |
Supplementary_Repair_1 | picklist | Demands | |
Supplementary_Repair_2 | picklist | Demands | |
Fleet_Repair_Demands | picklist | Demands | |
Is_All_Demand_Settled | checkbox | — |
Cancellation & Claim-Type Change Tracking
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Cancelled_By_User | picklist | User | |
Is_cancelled_by_migration_done | checkbox | — | |
Cancelled_or_Approved_By | picklist | User | |
Cancellation_Reason | textarea | — | |
Cancellation_Date_Time | datetime | — | |
Claim_type_change_requested_by | picklist | User | |
Claim_Type_Change_Approved_Reject_by | picklist | User | |
Is_Claim_Inactive | checkbox | — |
Audit Trail (Assignment & Actioned-By)
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Validated_By_User | picklist | User | |
Booked_By_User | picklist | User | |
Claims_Consultant_by_User | picklist | User | |
Via_CAS_API | checkbox | — | |
Follow_Up_Date | date | — |
Submission Timestamps
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Claim_Form_Submission_Time | datetime | — | |
Claims_Signature_Time | datetime | — |
UI / Layout Fields (not business data)
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Refresh_Screen | picklist | — | Values: Yes / No |
Page_View | text | — | Private field |