Personnel

Note: Prior to setting up claim personnel, these individuals need to be added via Employee Setup and User Setup in Diamond Administration. This function is also available on the Employee Web under: Utilities / Administration / Claims.

If your company is using Diamond's Claim System, you need to set up claim users. Claim Personnel allows you to set up claim users and their corresponding offices. Additionally, they can be listed as inside / outside adjusters, subro adjusters, supervisors, administrative assistants or SIU (special investigative unit) adjusters.

Adding Claim Personnel

To add claim personnel:

1. From the Diamond Administration Tree View, select Claims / Claim Personnel.

2. Once the Claim Personnel Setup screen displays, choose Add.

3. On the Add Claim Personnel screen:

• Active / Out of Office: Depending on the Adjuster Type (Inside or Outside), make your selection by clicking in the field. If "Inside Adjuster," ensure this is "Active."

• User: Choose the individual from the list of those available in the combo box.

• Office: Select the office the individual is assigned to in the combo box.

• Personnel Type: Determine the person's job type by making a selection from the combo box.

1. • Adjuster Type: If "Personnel Type" is adjuster, indicate if the adjuster's position is Inside, Outside, Subro, SIU, Salvage or AOB - Assignment of Benefits by selecting the appropriate type here.

   • Reports To: Select from the combo box. If an administrator of a claim issues a payment over their limit, a Diary is created and sent to the personnel that the administrator reports to.

4. Assignment Setup: This section allows you to assign a claims handling adjuster when a New Loss Notice is submitted. For detailed information, see Automatic Claims Assignment (Claims: Claims Processing Information).
5. Loss Maintenance: This button is visible when the “Claims / Automatic Assignment / Automatically Assign Claims” system setting is set to “True” (Enabled). This is used to appoint weights to claim Loss Types by version .

Editing Claim Personnel

To edit a claim user:

1. Highlight the claim user and choose Edit, or double click the highlighted user to return the Edit Claim Personnel screen.

2. Make changes to the following:

• Office

• Personnel Type

• Adjuster Type

• Reports To

• Assignment Setup

3. To make the claim user "Inactive," select the Active field to remove the check mark.

4. Choose Save to return the Claim Personnel Setup screen.

Viewing Claim Personnel

Located at the bottom of the Claim Personnel Setup screen are three (3) option buttons. These are:

• All: Allows the viewing of all claim users in Diamond, including those that are "Active" and "Inactive."

• Active: When selected, displays only those users that are "Active" in the system.

• Inactive: Displays only those claim users who are "Inactive" in the system. A claim user cannot be deleted. They can only be made "Inactive."