Items

Product Level: Enterprise Lite or Enterprise

Items is anoptional feature that your organization may turn it on for your entire organization or just for selected tiers.

If your organization also uses Loss Recovery, Items will appear in the Restitution Plan for a case.

The Items section tracks details of physical items associated with a case. This can include items that are specifically the focus of the case or items that are secondary to the main focus of the case.

Topics in this section include:

• Adding Items
• Editing Items
• Deleting Items

Adding Items

Fill out as much information as you have about the item. You can add or edit information as the case progresses.

1. Click Items > Add.
2. In the main Items area, fill out the available details, including the following:
   • Name: The name of the item.
   • Item type: If the item is for Loss Recovery restitution, select cash, credit or merchandise. If your organization is not using Loss Recovery or has not turned it on for this tier, you will not see this field.
   • Item ID: Serial number, ID tag, Vehicle Identification Number (VIN), or other unique identifier.
   • Manufacturer: Select from the list. If your administrator has not added a manufacturer name, you will not see this field.
   • Model
   • Ownership: Employee owned, company owned, leased or rented, etc.
   • Description: Additional information about the item.
   • Loss type: Company loss or individual’s loss.
   • Final outcome: Insurance replaced, item recovered, item reimbursed, item repaired, item replaced, or undetermined.
   • Final outcome date: Date of the final outcome selection in mm/dd/yyyy format.
3. In the Financial impact area, fill out the available details about the number of items, value of each, total, recovered, and net loss for lost or stolen and damaged items.
4. In the Insurance area, fill out the available details about the claim, including whether it was filed, date, claim result (pending, approved and paid in full, approved and paid in part, denied, or undetermined), and claim number.
5. (Optional) In the Notes area, fill out additional details.
6. Click Submit. The system automatically calculates the Total and Net Loss values.

Editing Items

1. Click Items > Name of item.
2. Edit the information about the item.
3. Click Submit. The system automatically updates the Total and Net Loss values.

Deleting Items

Caution: Deletion is immediate. You cannot undo it. To restore deleted information to the case, you must add a new item.

1. Click Items > Name of item.
2. Select Check this box to delete this item.
3. Click Submit.