How to Edit the Claim Type?
The Edit Claim Type feature allows you to replace an existing claim with a new claim under a different claim type. The system carries over the relevant claim information where applicable while keeping the process safe.
Who can edit the claim type and when?
- Staff: Staff can edit the claim type when no action has been taken on the claim item.
- Admin and Manager: Admin and Manager can edit the claim type when the claim item has not been settled yet.
Steps to Edit the Claim Type
Select Payroll from the left-side menu.
Click the drop-down menu shown in the image below and select Claims.
Click the Details button for the claim you want to edit. The claim details form will be displayed.
Click Edit Claim Type.
A popup will appear which says “Changing the claim type will delete the existing claim and create a new one. ” Click Yes to continue. Please note that all the claim items will be marked as Pending again. Admins/Managers can take action on it later.
Select the new Claim Type, review the claim information, and click Save.
Open claim details again to see the updated claim with the new claim type.
