Discuss a claim
Discuss details of a claim with additional users that have access to the claim record.
Before you begin
Role required: sn_ins_claim_cml.fnol_representative, sn_ins_claim_cml.auto_processor, sn_ins_claim_cml.auto_adjuster, sn_ins_claim_cml.manager
About this task
Create or view an ongoing sidebar discussion for cases.
Procedure
Navigate to All > Financial Services Operations > Workspace.
Select the lists icon (
Image omitted: inline-data-vis-96px-list.png
lists icon\).
lists icon\).
Open a case from the list.
Select Discuss.
Enter a subject for the discussion.
Add participants to the discussion.
Select Start discussion.
The discussion associates with the claim record.
What to do next
To view a discussion, select Discuss, then select Open record for the discussion you want to view.
Related topics