This article will guide you to save your claim group before submitting the claim to the manager for approval.
How it works:
- Firstly, from the side panel, select Claims > Submit Claim (Group)
- It will bring you to an empty Claim group form, where you can input a name and add the claims in this claim group (same as the single claims form)
- Can make use of the 3 buttons under the Claim list to aid you.
Add Claim- Add another empty single claim form
Delete- Remove the selected claim
Copy- Duplicate the selected claim
- After you are done, click Confirm
Note: Confirm does NOT submit the claim group to the managers yet.
- You will then be redirected to the claim group page, where there is a Submit button at the end of each claim group that is still a Draft.
Note: Clicking this Submit button will send the claim group to the manager for approval
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