In Decision & Claims Management

If a vehicle is over tolerance, the Prep Admin can flag any vehicle as 'In Decision'. This will remove the vehicle from any prep admin view (apart from the main vehicle list) and will be shown in the In Decision view.  

How to Flag a Vehicle as 'In Decision'

As Prep Admin 

• Using the VRM search bar find the vehicle
• Select the VRM 
• On the 2nd page, Status 

• Scroll down to Status, there is a checkbox called In Decision. 

• Select this. 
• You can optionally add Notes for the Decision Manager in the "Inspection Notes" field
• Click on the floppy disc icon to Save

The vehicle will now be removed from the current view and only be shown to the In Decision Manager. 

What to do as a Decision Manager

When you sign in you will see 3 options -   Vehicles in Decision, Open Questions and Claims Required

Select Vehicles in Decision to view vehicles that have been marked and 'In Decision' 

Select the VRM (this is highlighted in blue) to open the information regarding the vehicle:

• Vehicle information
  • Inspection Notes from the Prep Team are also displayed here
• Job card information 
• Line Information (all lines that were added at inspection) 
• All Images

Request Additional Information

On the second page, Decision, you can request additional information. To do this: 

• Select the + next to the Information Request
• This will open a popup

• Type in the question
• Click on the floppy disc icon to Save
• The popup will automatically close and the question will be shown with Required Input next to it

• The Prep Admin will have received the message.

All open questions will be shown in the Open Questions View

• When the question has been answered the status will change to 'Answered'.

• Click into the VRM to view the answer and from here in the destination box decide to either Complete or Request Input for more information.

• If you Request Input this will reopen the question form for you to ask another question.
• Click on the floppy disc icon to Save

If complete the vehicle will disappear from the Open Questions view.

What to do as Prep Admin

Go to Vehicles Info Request view and you will see the VRM and a question relating to this. 

• Select the VRM 

• In the 'New Answer' field answer the question. Below this, you can add images. 

• Click on the floppy disc icon to Save
• The popup will automatically close and the vehicle will disappear from the list

You can do this multiple times.

Add in a Contribution Value

On the second page, Decision, you can add in a customer contribution.

• Added in a contribution value
• Select Save 
• The system will automatically move this to be viewed by the Claims Manager in Claims Required.

Claims Manager

When the Decision Manager has added in the contribution required the vehicle will be shown in Claims Required view.

VRM	The VRM of the Vehicle
Make	Make of the Vehicle
Model	Model of the Vehicle
Decision	If a decision has been made
Notes	Any decision notes that have been added
Contribution	The value of the contribution the Decision Manager has requested
Contribution Status	What status is the contribution currently in

% Uplift

If you want to inflate the price of the PDF but not increase the actual job card you can add a % uplift. 

Open the vehicle using the VRM, highlighted in blue

Select the Decision tab

In the Contribution section add in the % of what you want to uplift the job card by.  

Select Download PDF and this will download the job card with the new values. 

Please note:

1. If no % has been set the PDF will show the original values
2. This will not increase the cost of the parts

When a claim has been requested change the contribution status to 'Claimed'

Select Save

When a decision has been made move the contribution status to either 'Agreed' or 'Declined'

Using the dropdown in the Decision box select the outcome

Add in any notes 

Select the floppy disc icon to Save. 

Depending on what the contribution status outcome is this will move the vehicle either back to the status it was in before the in-decision flag was checked for work to continue or 'Over Tolerance Rejected'.