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Complete the Customer Section of a Claim

  • How To
  • Step by Step
  • Process

Complete the Customer Section of a Claim

To complete the Customer section of a claim:


Note
: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n3

If applicable, in the Company field, type the name of the customer's company.

n4

In the Address fields, type the customer's postal address and electronic mail address.

n5

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.
Note: If you populate one of the phone number types, no additional phone numbers are required.

To complete the Customer section of a warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

If necessary, select the Privacy Blocking Flags checkbox.

n3

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n4

If applicable, in the Company field, type the name of the customer's company.

n5

In the Address fields, type the customer's postal address and electronic mail address.

n6

In the License Plate Number field, type the customer's license plate number.

n7

In the Service Contract Number field, type the service contract number.

n8

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.
Note: If you populate one of the phone number types, no additional phone numbers are required.

Warranty Claim Actions

Take Action on an Express Entry Warranty Claim

When you have entered warranty claim data, take action on an express entry warranty claim:

n1

To delete a saved claim, click the Delete button.

n2

To cancel a claim after data has been validated, click the Cancel button.
Note: To cancel a claim before data has been validated, click the Close button.

n3

To save a claim in progress or a claim with errors, click the Save button.

n4

To validate claim entries, click the Validate button.

n5

To send the claim to the batch validation queue, click the Batch Validate button.

n6

To submit a validated claim with no errors, click the Submit button.

Complete the Customer Section of a Claim

  • How To
  • Step by Step
  • Process

Complete the Customer Section of a Claim

To complete the Customer section of a warranty claim:

  1. From the Owner Type drop-down list, select an owner type.
  2. Type the customer name, address, email address, and telephone numbers to add or change the default customer information.

Note: Click here for instructions to view the Claim Activity section.

  • About Warranty Claims: What You Need to Know
  • Add New Claim Line from Quick Entry Warranty Claim Page
  • Add New Claim Line to a Repair Order
  • Batch Validate a Warranty Claim
  • Complete the Claim Information Section of a Claim
  • Complete the Comments Section of a Claim
  • Complete the Expenses Section of a Claim
  • Complete the Operations Section of a Claim
  • Complete the Parts Section of a Claim
  • Complete the Summary Section of a Claim
  • Delete a Warranty Claim
  • Look Up a Part
  • Look Up an Operation Code
  • Print a Warranty Claim
  • Submit a Warranty Claim
  • Use the Quick Jump Menu in a Warranty Claim
  • Validate a Warranty Claim
  • View DCAL
  • View NSH for a Warranty Claim
  • View the Claim Activity Section of a Claim
  • View the Claim History Section of a Claim

Tip

DBS displays errors and warning messages in the Alerts area at the bottom of the Customer section.

Complete the Customer Section of a Claim

To complete the Customer section of a claim:


Note
: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n3

If applicable, in the Company field, type the name of the customer's company.

n4

In the Address fields, type the customer's postal address and electronic mail address.

n5

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.
Note: If you populate one of the phone number types, no additional phone numbers are required.

To complete the Customer section of a warranty claim:

Note: If you search for a repair order and line number, the information in the Customer section is populated with the repair order information. Add additional information as necessary.

n1

From the Owner Type drop-down list, select an owner type.
Note: The information required to complete the Customer section varies by owner type.

n2

If necessary, select the Privacy Blocking Flags checkbox.

n3

In the Name fields, type the owner or principal driver's first, middle initial, and last name.

n4

If applicable, in the Company field, type the name of the customer's company.

n5

In the Address fields, type the customer's postal address and electronic mail address.

n6

In the License Plate Number field, type the customer's license plate number.

n7

In the Service Contract Number field, type the service contract number.

n8

In the Phone fields, type the customer's daytime, evening, and mobile phone numbers and extensions.
Note: If you populate one of the phone number types, no additional phone numbers are required.

Warranty Claim Actions

Take Action on an Express Entry Warranty Claim

When you have entered warranty claim data, take action on an express entry warranty claim:

n1

To delete a saved claim, click the Delete button.

n2

To cancel a claim after data has been validated, click the Cancel button.
Note: To cancel a claim before data has been validated, click the Close button.

n3

To save a claim in progress or a claim with errors, click the Save button.

n4

To validate claim entries, click the Validate button.

n5

To send the claim to the batch validation queue, click the Batch Validate button.

n6

To submit a validated claim with no errors, click the Submit button.

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