Assigning Claim Recipients

When a contract claim is entered into the system for tracking, specific users defined by the agency are notified. The Claim Recipients tab on the Contract Administration Summary contains a list of the claim recipients assigned to the contract. Each row contains an Actions button and current values for the following fields:

• Person ID

• Last Name

• First Name

• Title

• Email On-File

To delete a claim recipient from the contract, select Delete from the Actions menu on the recipient row. To reverse the delete action, click the Undo button. Click Save when you are finished to apply your changes to the system.

Adding a Claim Recipient to the Contract

Follow these steps to add one or more claim recipients to the list:

1. On the Contract Administration Summary, click the Claim Recipients tab, and then click the Select Person button.
   
   The system displays a modal window for selecting person records.

2. Locate the person you want to add using the search box or the advanced filter if needed.

3. Click the row for each person you want to add.
   
   The system adds a check mark beside each person you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add Claim Recipients to Contract button.
   
   The system closes the modal window and takes you to the Claim Recipients tab of the Contract Administration Summary with the new recipients added to the list.

5. Click the Save button.

Related topics:

Tracking Contract Claims