Due to the sensitive nature of many claims, you may want to restrict access to a claim or a feature / coverage (e.g., Bodily Injury) to other users within your organization.
There are two (2) authorities used in the locking function. These are in the group of user authorities listed under Claim Detail:
Restrict User Access: This authority allows a user to restrict other users from viewing either a claim OR a feature / coverage. Generally speaking, this is a management function. When a user has this authority, the Restrict Access button is enabled on the Personnel tab (Loss Notice and Feature / Coverage level). They may then restrict users or ALL users at these two (2) levels. If a user is restricted from a claim, they are also restricted from viewing any features / coverages on that claim as well, even though their name can be chosen to restrict access on the Feature / Coverage Personnel screen.
View Restricted: This authority allows a user to have unlimited access to any claim or feature / coverage whether they are restricted or not. Again, this should be reserved only for claims personnel at the management level.
To restrict access at the claim level:
Access the policy the Loss Notice is being submitted for.
Enter the Loss Date.
On the New - Loss Notice screen, enter all of the required information.
Select the Personnel tab; make all of the required selections.
Restrict Access: If you have the authority "Restrict User Access," this button is unlocked. Click to return the Restrict Access to This Claim screen. Users listed within your organization are listed alphabetically in the Unselected column on the left.
Restricting Individual Users: Highlight a user's name in the Unselected column and click the single right arrow ( ->). This moves the user to the Selected column on the right. Repeat for each user you want to restrict access for this claim. If you have made a mistake, highlight the user's name in the Selected column and click the single left arrow (<-) to move them back to the Unselected column.
Restricting All Users: Click the double right arrows (>>). This moves ALL users to the Selected column, and restricts them from viewing this claim. Clicking the double left arrows (<<) moves all users back to the Unselected column.
Click OK when you are finished to return to the Loss Notice screen.
Note: Users that have been restricted to accessing the claim are automatically restricted from viewing any features / coverages even though their names will display at the feature / coverage level in the Unselected column.
If a user attempts to access a claim they have been restricted from, the system returns a message: "Access to this claim is restricted."
Access to a feature / coverage can also be restricted to users. This is done on a per feature / coverage level.
Once the Loss Notice and claimant have been added, click the Feature / Coverage.
After selecting all the exposure, sub-exposure, coverage and sub-coverage information, click the Personnel tab; make all of the required selections.
Restrict Access: If you have the authority "Restrict User Access," this button is unlocked. Click to return the Restrict Access to This Claim screen. Users listed within your organization are listed alphabetically in the Unselected column on the left.
Restricting Individual Users: Highlight a user's name in the Unselected column and click the single right arrow ( ->). This moves the user to the Selected column on the right. Repeat for each user you want to restrict access for this claim. If you have made a mistake, highlight the user's name in the Selected column and click the single left arrow (<-) to move them back to the Unselected column.
Restricting All Users: Click the double right arrows (>>). This moves ALL users to the Selected column, and restricts them from viewing this claim. Clicking the double left arrows (<<) moves all users back to the Unselected column.
Click OK when you are finished to return to the Loss Notice screen.
Again, If a user attempts to access a feature / coverage they have been restricted from, the system returns a message: "Access to this feature / coverage is restricted."
Providing you have the "Restrict Access" authority, you can un-restrict access at the claim or feature / coverage level.
Access the claim or feature / coverage.
Click the Edit button.
Select the Personnel tab.
Highlight the user you are un-restricting in the Selected column, and click the single left arrow (<-) to move them back to the Unselected column; repeat for each user.
If ALL users should be un-restricted, simply click the double left arrows (<<) to move all users back to the Unselected column.
Select OK when finished.