Claim Tasks

Definition

A planned or completed activity that describes the planning and organizational measure in a claim. A task is defined by a code from the task catalog and if necessary accompanied by a text.

For more information, see the Implementation Guide Start of the navigation path Project System Next navigation step Claim Notification Create Notification Notification Type Maintain Catalogs. End of the navigation path

Use

A task allows you to plan the cooperation of various persons during the claim process and assures that the activities connected to the task are completed within a given timeframe. The task receives a status depending on its degree of completion.

You can enter data for a task on two different screens with varying degrees of detail.

Overview screen
Detail screen

The following entries are possible for each task:

A table key for the tasks to be executed and a brief instruction describing what is to be done
The task's planned start and end
The task's status
Responsible partner for carrying out the task

For more information, read Entering Tasks

Note Note

The documentation for processing tasks contains a note explaining how to create a task for a notification item. This is not possible in claim management because a claim does not recognize items. In claim management a task refers to the entire claim.

End of the note.

Integration

The system can automatically execute activities connected to a task as follow-up actions and trigger a workflow (for example, printing or calling up a particular SAP transaction). You can define the follow-up activities according to your own needs.

For more information, see the Implementation Guide Start of the navigation path Project System Next navigation step Claim Claim-Specific Settings Activate Workflows and Assign Personnel End of the navigation path as well as Follow-Up Actions for Tasks .