Through the Claim Surveyors page you are able to search for / add claim surveyors with their required documents.

To add claim surveyors, click  and then go through the following:

• Claim No. will be automatically retrieved based on the claim Entry defined claim;
• Enter the Notification and Survey Dates of the survey. Note that these dates should be greater than or equal to the claim’s effective dates;
• Select the Surveyor Type (Internal or external);
• Select/ Enter the Surveyor/Assessor (the Surveyor/Assessor is the Loss Adjustor)
• Check the Customer checkbox if the Surveyor/Assessor  is predefined with an Account in the Finance under Role Type Adjustor so you can select the Surveyor/Assessor from the predefined list, otherwise, leave unchecked and enter the Surveyor/Assessor;
• Check the Complete Survey checkbox to indicate that Survey is done and has all the needed document if the survey is still in the process leave unchecked;
• Enter the Survey Location ;
• Enter Any Additional Remarks ;
• Select the Fees Side from the predefined list;
• Enter any related Attachment by clicking on and choosing the attachment ;
• Enter the Survey Due Date;
• Click to save your work. Upon saving a button will appear to be able to register the survey as claimant;