Maintaining Associated Claims

The Associated Claims tab on the Contract Claim Summary contains a list of all other claims associated with this contract claim. Each row contains an Actions button and current values for the following fields:

• Contract ID

• Claim Number

• Claim Type

• Category

• Status

• Claimant Name

• Received Date

• Resolution Date

Information can be viewed but not changed on this tab. To view more information about the associated claim or to modify the claim record, click the Claim Number link in the appropriate row. For more information, see Maintaining a Contract Claim.

To remove an associated claim from the list, select Delete from the Actions menu on the change order row. The system shades the row to indicate it is marked for deletion. To reverse the delete action, click the Undo button. Click Save when you are finished to apply your changes to the system.

Associating Another Claim with the Contract Claim

Follow these steps to associate one or more contract claims with this contract claim:

1. On the Contract Claim Summary, click the Associated Claims tab, and then click the Select Contract Claims button.
   
   The system displays a modal window that lists active contract claims not already associated with this claim.

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

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

4. Click the Add to Contract Claim button.
   
   The system closes the modal window and adds the new associated claims to the list on the Associated Claims tab of the Contract Claim Summary.

5. Click the Save button.

Related topics:

Maintaining a Contract Claim