Through the Claim Surveyors page you can define the surveyors that ascertain the extent of loss and damages. For each defined surveyor, you can specify the required documents form his/her side upon assessing the losses.

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 ;
• Enter the Surveyor Name (if it doesn’t have an account ) , if it is an existing defined surveyor check in the checkbox near customer and choose the surveyor name from the predefined list;
• 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; (this field can be optional or mandatory based on a preference);
• Select the Workshop from the predefined list (this field can be optional or mandatory based on a preference);
• Click  to save your work.

-       Upon save, the  button will appear, click this button to register this surveyor as a claimant. Note that once a surveyor is registered you will not be able to make any adjustments;

-       Next, you need to define the surveyor’s required documents.