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MyEZClaim User`s Guide

1. eee n eee 23 Adding E Mail Recipients 0 0 00 ccc he 23 Editing E Mail Recipients 0 00 ccc m a 24 Deleting E Mail Recipients tenes 24 Processing Claims 25 Entering Loss and Damage Claims 00 cece cece ete he 25 Shipping Products Tab epe eq a pri ei dbi e edes 33 Add lCh rees T b orn RR tate OPTED RES 36 Documents Tab rer p rm Ds P TP REPERI e pgRPSIpESESS 37 Activities Tab 5a iei RR gp m Ge gc aei De IA KE 38 myEZClaim vii Diary Siege Cd pad sada 39 Credit Debit Tab iade e me hee hh RI EG RR x e m RC RR RR wR ee 40 Payments DAR OD gdp adver adeduaegesen end es 41 Claims Tasks Tab oh eee ER EUER4A A 41 Subrogation Tabi zas dal de eise a Aa 41 Entering Overcharge 1 5 41 Overcharge Items Tab 2 20 ec e n 49 Add Charges T b ioo ioi ades see UES eciam EET ates 51 Documents 52 Activities Tab 52i ok soe pb ad RE ESTILOS CS RR Ea wea 54 Diary Ra I waa pha 55 Credit Debit Tab Vay eke da ay d penes exbibet bees 56 Payments Tab RE RR Rx REOR EISUECPERETGG GER eee ane PERSA 56 Cl
2. Creating a User esis RR RR RE Assigning Access Permissions to Editing an Existing cee eee eee ee Deleting an Existing HelpDesk Security 5425 hc deta osteo aoa wen ees Resetting a Password Disabling a User Working with E mail Recipients Adding E Mail Recipients Editing E Mail Recipients Deleting E Mail Recipients Working with Tasks 0 cece eect eens Configuring Task Email 1 myEZClaim ix Creating a Group ny uideris 175 Creating Task 522222 RR RR RAE EL E UB ERI E 175 Creating an Automated Task 176 Frequently Asked Questions 179 Working with Piles sd 0h vr EIER 179 How do I Decrease the Size of Scanned Files 179 How do I Decrease the Size of 179 How do Crop an image in MS 180 How do Decrease the Image Size in MS 183 How do I Create
3. Letter close Claim Number Done Internet Protected Mode On 10095 4 Inthe Claim Number box enter the claim number 5 Click the Run button The letter opens in pdf format You can review the reports and print them o NOTE Instead of clicking the Run button you can click the Send By Email button to send the report via email DETAILED REPORTS REPORT LETTERS These letters and forms are secured You must have the Report Letters role assigned to you Acknowledgment Letter ETS This report prints a letter for acknowledging a claim The letter lists the amount of the claim and requests additional documentation Acknowledgment Letter XGL This report prints a letter for acknowledging a claim Cargo Claims Check Request This report prints a cargo claims check request form Included in this letter is the amount of the claim claim number vendor account number consignee name and address and HAWB HBOL The form includes spaces to be filled out for Liability Configuration Comments Requested By and Approved By 124 myEZClaim WORKING WITH REPORTS Detailed Reports Check Request This report prints a c heck request Included in this letter are the Claimant s name and address the claimant s contact name claim number Acct Rec claimant s reference number and the amount of the claim Claim Notification Letter This report prints a notification letter for a claim It in
4. Lc a ese EN cas dat nae Dee T memo date memo bill to ship to Carrier Enterprise Edition Done i Internet Protected Mode On R100 in Go to the Memo Type box and select either Credit or Debit Move to the Memo Number box and enter the memo number Go to the Memo Date and use the calendar button to select the date Go to the Memo Bill To Ship To box and enter the relevant information Ow Eo gRe Opa print the form Close the screen to return to the Claim Properties window PAYMENTS TAB The Payments tab is used to keep track of payments received against the claim Click the Print button at the button The Credit or Debit memo form will appear in a PDF file for printing Save or Generally you won t enter any other information in the Payments tab when first entering a claim This information is entered when updating a claim CLAIMS TASKS TAB The Claim Tasks tab is used to keep track of tasks for the claim Generally you won t enter any information in this tab when first entering a claim This information is entered when updating a claim SUBROGATION TAB The Subrogation tab is used to keep track of payments made for the claim Generally you won t enter any information in the Subrogation tab when first entering a claim This information is entered when updating a claim 56 myEZClaim PROCESSING CLAIMS Entering Ve
5. Internet Protected Mode On 58 myEZClaim 10 PROCESSING CLAIMS Entering Vendor Claims If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all companies not just the companies in your list click to remove the check mark in the Use My Company box and click the Find button Select the company responsible for filing the claim from the list and click the Apply button to return to the claim form This information is required to save a claim If the company does not exist you can create a new company record by clicking the Add button The New Company dialog box opens allowing you to enter a new Company Enter the new information and click Save to return to the claim form The Claim Rep s name is automatically populated based on your login The Claim Rep is the person responsible for following up with the carrier If you are modifying a claim or entering new data select your name from the list in the Claim Rep box This information is required to save a claim The Status box displays the default of OUTSTANDING This should not be changed until the claim is closed If you selected This is a Pending Claim when you created the claim the Status box will have a default status of Pending Click the Claimant button The Find Claimant dialog box opens e MyEZClaim Find Claimant Internet Explorer pr
6. le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages ClaimDia New Diary Entry date of 12 30 2008 category General comments updated by last update e Internet Protected Mode On R 100 v 3 Ifyou want to change the date enter a new date in the Date Of box OR click the Calendar button and select the date from the calendar 4 Enter the comments you want to be saved with this claim 5 Click the Save button to return to the claim form OR click the Close button to not save the comments You can delete a diary note by selecting the note and clicking the Delete button o NOTE You can print the Claims with Diary report by clicking the Print button myEZClaim 109 Updating Return Authorizations CLAIMS TASKS TAB The Claim Tasks tab is used to keep track of tasks for the return authorization Generally you won t enter any information in this tab when first entering a return authorization This information is entered when updating a return authorization UPDATING RETURN AUTHORIZATIONS As you correspond with the carrier and receive acknowledgements you need to update the return authorization to indicate that these events have occurred There may also be times when you need to make corrections to the information in the return authorization The process of updating return authorizations is similar to that of creating a new return authorization and can be done at any time
7. 0 cee cece eens Detailed Reports Day Running Detailed Reports Detailed Reports Report Letters Detail Reports Report Management Running Detail Reports Management Reports Graphs Report iis ce EE Ry y eae eames Boa Running Graphs Addresses Reports lisse Running Addresses Lookup Reports 3630 44 08 kc rw EET EA pea meas Running Lookup Reports Scheduler Lis occorre d dde Adding a Scheduled Ad Hoc Reports iced o digitised Medos Creating Ad Hoc Report Printing an Ad Hoc Emailing an Ad Hoc Editing an Ad Hoc Report Deleting an Ad Hoc Report Importing Claims from Excel Import Fields cuessec th daca Rye d RUE YE Importing Claims from 1 Administration M NEM TER Security Configuration Working with Users 0 0c cece e Creating Profile ci cosine ecce Ee he dad anak Editing an Existing Deleting an Existing
8. If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all carriers not just the carriers in your list click to remove the check mark in the Use My Carriers box Select the carrier who was responsible for this shipment from the Carrier list and click the Apply button to return to the claim form This information is required to save a claim If the Carrier is not in the list click the Add button The New Carrier dialog box opens allowing you to enter a new Carrier Enter the new information and click Save to return to the claim form Enter the name of the 3 party delivery carrier if applicable in the Delivery Carrier box Enter the freight bill of lading number in the Freight Bill Pro box Enter the invoice number in the Invoice box The Carrier Claim is assigned by the carrier and provided when they acknowledge the claim See Updating Claims for more information Enter the carrier s bill of lading number in the BOL Carrier box If another claim exists with the same BOL number you will receive a message indicating that the BOL already exists You have the option to save the claim with a duplicate BOL number or return to the claim and modify the number Enter the date of the bill of lading in the BOL Date box or click the Calendar button and select the date from the calendar Enter the date on which the de
9. myEZClaim Find Claims Internet Explorer pro le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pa myEZClaim Find Criteria find claims by claim number X criteria Internet Protected Mode On amp 10095 3 Select one of the options from the drop down menu 4 In the Criteria box enter the appropriate information 5 Click the Apply button If a claim with the specified number date or carrier exists the claim will be listed on the page Otherwise a message stating You do not have any Claims that match your criteria will be shown FILTERING THE CLAIM LisT The filter feature can be used to perform comparison searches for claims You can search for claims based on any field within a claim 1 Click the Claims Search Options shortcut The Claims Search Options expands showing a list of other options 1 Click the Filter View shortcut The Filter Criteria window opens myEZClaim 75 PROCESSING CLAIMS Updating Claims e myEZClaim Filter Claims Internet Explorer provided by Dell le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages FilterClaims Pop myEZCIaim Filter Criteria Select the criteria that you want to apply and then select the Add button to add it to the criteria listed below Select the Run to fetch the Claims that match the criteria you have entered field name Claim Number v
10. Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 M Find region NORTH Y Use My Claimant Checked True Unchecked False Claimant ABC Logistics Inc Contact Anne Smith Address 1231 5 A Street Corvallis OR 97623 Claimant Bay Logistics Inc Contact John Larsen Address w Any Street Anyplace CA 90310 Internet Protected Mode If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all claimants not just the claimants in your list click to remove the check mark in the Use My Claimant box 10 Select the appropriate business from the Claimant list and click the Apply button to return to the claim form This information is required to save a claim If the Claimant is not in the list click the Add button The New Claimant dialog box opens allowing you to enter a new Claimant Enter the new information and click Save to return to the claim form 28 myEZClaim 11 Click the Reason button The Find Reason dialog box opens PROCESSING CLAIMS Entering Loss and Damage Claims Find criteria e MyEZClaim Find Reason Internet Explorer provided by Dell Field to search Reason Code The asterisk can be used for a wild card search in your criter
11. the return authorization form ACTIVITIES TAB The Activities tab contains information that helps you track the status of the claim If you have contacted the carrier to inform them of your intent to file a claim you should add the Notice of Intent 1 From the Claim Properties window select the Activities tab f 98 iS Di a peat ne maus 7 mes uu 7 qaem Odea Ke Ae TUAE E eR one created 8 18 2009 mailed OS amp D submit No Activities have been entered acknowledged closed reimbursement date do not generate letters write off code v cancelled code rejected code v denied code X amp Enterprise Edition Done Internet Protected Mode R100 2 Click the Add Activity button The New Activity dialog box opens myEZClaim Claim Activity Properties Internet Exp http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages v activity type date of 12 29 2008 created by date created Internet Protected Mode On From the Activity Type list select the applicable activity 4 Move to the Date Of box If the date is not correct you can enter a new date OR click the Calendar button next to select the date from the calendar The Created By box shows the person who last created or modified the activity It is for display only you cannot manually modify it The Date Cr
12. By default the user has no permissions to companies If the user should be able to access a company enable that company by clicking the check box next to it If the user should have access to all companies click the Select All Deselect All button This will enable check all companies in the list Click the Save button to save the record Click the Close button if you do not want to save this record Either way you return to the user listing window EDITING AN EXISTING USER You can edit an existing user at any time The process of editing an existing user is similar to that of creating a new user 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Users The Users page opens A list of Users is displayed 3 Click the user you want to edit The User Properties dialog box opens 4 Make the necessary changes 5 Click the Save button to save the changes You will be returned to the user listing page 168 myEZClaim ADMINISTRATION HelpDesk Security DELETING AN EXISTING USER You can delete an existing user at any time as long as they have not created any records If they have created records you can disable that account instead This prevents the user from logging into myEZClaim The process of deleting an existing user is similar to that of creating a new user 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Users The Users page opens A list of Us
13. 3rd Request Notification Email This email is sent when a task has not been completed after the due date and the 2nd Request Notification 172 myEZClaim ADMINISTRATION Working with Tasks has already been sent O 4th Request Notification Email This email is sent when a task has not been completed after the due date and the 3rd Request Notification has already been sent Final Email To Be Paid Notification This email is sent when a task has not been completed by the specified due date Once this email is sent the task will be closed H Closed Task Email This email is sent to the configured task administration groups when a task is closed After you have selected an alert type the email is automatically populated with text The Description provides a brief description of the selected alert type 6 Select the Priority for the email message By default it is set to Normal myEZClaim 173 ADMINISTRATION Working with Tasks MyEZClaim Email Alerts Windows Internet Explorer Email Alerts alert type Initial Email New Task description This email will be sent when new task has been added to a claim disabled 7 subject Enter the subject for this email here body Enter the body for the email here Ihe following special tokens can also be applied anywhere in the subject of this email ClaimNumber ClaimantName ARNumber DueDate The following special to
14. If you would like to see all carriers not just the carriers in your list click to remove the check mark in the Use My Carriers box If the Product is not in the list click the Add button The New Product dialog box opens allowing you to enter a new product Enter the new information and click Save to return to the claim See Adding a Product to the Product List for more information In the Quantity box enter the quantity of the product involved in the claim If the unit price is different from that shown in the Price box enter the correct price myEZClaim 103 RETURN AUTHORIZATIONS Entering Return Authorizations 10 11 12 13 14 15 16 If the weight is different from that shown in the Weight box enter the correct weight for a single unit case of the selected product If you are using the Release Value method for the line item calculation you must enter a weight Move to the Sub Product box and enter any additional product information Move to the Receiving Doc ID box and enter the doc ID Move to the Merchandise ID box and enter the ID In the Shipped and Received boxes enter the information In the Import Y N box select whether or not the product was an import By default the reason code matches the reason code selected for the claim If this is not correct select a reason code from the Reason Code list Move to the Serial Number box and enter the serial number Move to the Invoice Number and en
15. NOTE When using the Multiple Products to input your products for the claim the Reason Code does not default to the selected Reason code for the claim ADD L CHARGES TAB The Charges tab contains information regarding additional charges associated with the claim From here you can enter any additional charges associated with the claim such as restocking fees 1 From the Claim Properties window select the Add Charges tab m le mem mmt mt v A v diiil s PEA ONE POPE cocus _ m yum 27 Ir Nu re NINE No Additional Charges have been entered Enterprise Edition Done Internet Protected Mode On 100 2 Click the Add Charges button The New Additional Charge dialog box opens e myEZClaim Claim Additional Charge Internet Explorer provided by Dell III le http 86 124 36 102 MyEzClaimNet 2008 Navigation Claims Pages ClaimAdditionalCharge P eae charge type amount updated by last update Internet Protected Mode On 36 myEZClaim PROCESSING CLAIMS Entering Loss and Damage Claims Select the Charge Type from the list 4 Move to the Amount box and enter the charge amount If you have more charges to enter click the Save amp Add New button This will save the charge to the claim and open another New Additional Charge dialog box If you have no more charges to enter click the Save but
16. The Claims page is set up so you can sort organize and update your claims and return authorizations as quickly as possible By default the claims and return authorizations are sorted by the claim number You can sort the return authorizations just by selecting the item to sort by from the Sorting drop down list and then clicking the Apply button You can also use the page buttons to quickly get to the desired record or use the filter to search by claim numbers claim types or claim reps If you don t want to filter your claims you can click the Run button to get all of the claims for the selected shortcut The following is a description of the Claims page MyEZClaim amp Application Visual Studio version Internet Explorer provided by Dell r m EHE e wwe o eta G aly le http test2008 myezclaim com Frameset htm Google Py 3 File Edit View Favorites Tools Help i ir d MyezClaim Application Visual Studio INET ve Nc v Bh v i Page v Tools v Filter Criteria e E E Administrator Company Demo Company Access Level Site Administrator DE Sorting Drop Down List Home Help Logout Enter filter criteria or leave n Hs Claims Select the item to sort by and 2 then click the Apply button me Caimant z 7 Show Pod myEZClaim Clai Claims E Sort Desc Outstanding Claims Filter Closed Claims claim number claim re
17. The Message Flags dialog box opens Select the appropriate flag and then click Save to return to the e mail NOTE If you are not certain as to what a button is for just move the mouse pointer over the button A ToolTip will be displayed with a description of the button 10 11 12 13 14 15 16 By default Attach Claim is checked If you do not want to e mail the claim click to the check box to remove the check mark By default Attach Claim Documents is checked If you do not want to e mail the claim documents click to the check box to remove the check mark Click the box next to Zip Attachments to have the attachments e mailed in a zipped format Some companies have size limits for e mails Zipping the attachments may be the only way around this size limitation By default Request Confirmation is checked If you do not want to have receipt of the claim acknowledged click to the check box to remove the check mark By checking this box the person s receiving this email will receive a link to confirm receipt of the claim online This information will be recorded in the Diary section along with the name of the person who acknowledged receipt of the claim This option is not shown if the claim has already been acknowledged To add additional documents click the paper clip button The File Attachments dialog box opens Click the Browse button to locate the file Once the file is located select it and then click the
18. and be a total of ten characters long Example CL00000001 If both of the Claimant Code and the Claimant fields are blank the claim will not import and an error message will be shown stating why the claim did not import Shipper Code Conditionally required this is only required if the Shipper is blank Code for the Shipper If the Shipper Code is blank the name of the Shipper is required If both of the Shipper Code and the Shipper fields are blank the claim will not import and an error message will be shown stating why the claim did not import Shipper Conditionally required this is only required if the Shipper Code is blank The name of the Shipper for the Claim This information is only required if the Shipper Code field is blank If the Shipper does not exist in myEZClaim the Shipper is created in myEZClaim with an auto generated Shipper Code The auto generated Shipper Code will start with SH and be a total of ten characters long Example SH00000001 If both of the Shipper Code and the Shipper fields are blank the claim will not import and an error message will be shown stating why the claim did not import Customer Code Conditionally required this is only required if the Customer is blank Code for the Customer If the Customer Code is blank the name of the Customer is required If both of the Customer Code and the Customer fields are blank the claim will not import and an error message will be shown stating why the
19. subject Detail Report using Ad Hoc Report Ad Hoc Report attachment Report Xis Double click to change security Internet Protected Mode On 4 You can type the e mail addresses in the To CC and BCC boxes or click one of the buttons to select an email address from the list m Recipients button Click the Recipients button to select an address The Recipients dialog box opens This dialog box has a listing of all email addresses entered as Recipients See Working with E mail Recipients for more information 5 By default the From field has an email address already in it If the people receiving the email should not reply to the email address shown enter a corrected email address 6 By default the Subject field contains the name of the report followed by the words Ad Hoc Report You can enter a different subject in the Subject field 7 Enter a note for the e mail in the big box below the attachment 8 Click the Send button to send the e mail myEZClaim 149 Ad Hoc Reports EDITING AN AD Hoc REPORT 1 Click the Reports group tab 2 Click the Ad Hoc Report button The Ad Hoc Report page opens Member myEZClaim amp Administrator Company Demo Company Access Level Site Administrator Powered by H Help L ut TranSolutions Inc Help Logo My Account Claims Reports Tasks Admi tion Dashboard gt Ad Hoc Report Reports A Reports Report Filters Repo
20. 10 12 13 14 myEZClaim Select the Claim Tasks tab to add information Click Add Task The New Claim Task dialog box opens myEZClaim Claim Task Internet Explorer provided by Dell I amp http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimTask Popup aspx claimldz v New Claim Task Notification Schedule Refresh PENDING Initial Email New Task 1 6 2009 2nd Request Notification Email 1 13 2009 3rd Request Notification Email 1 20 2009 4th Request Notification Email 1 27 2009 Final Email To Be Paid Notification priority status due date Normal Open v 1 6 2009 i days until notification number of notifications 7 5 Initial 2nd 3rd 4th and final description E comments Administration Groups Charge To Contractor A Andy Demo Atlanta Hub Done Internet Protected Mode On amp 1005 v From the Priority list select the priority for the task The Status list will default to Open The task is considered open until it completed Once it is completed the Status should be set to Closed Move to the Due Date box If the date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar The Due Date indicates when the second request email will be sent Move to the Days Until Notification box If the number is not correct enter a new number The Days Until Notifi
21. 100 If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box Select the vendor from the Shipper list and click the Apply button to return to the claim form This information is required to save a claim If you would like to see all shippers not just the shippers in your list click to remove the check mark in the Use My Shipper box If the vendor is not in the list click the Add button The New Shipper dialog box opens allowing you to enter a new vendor Enter the new information and click Save to return to the claim form Enter the name of the 3 party delivery carrier if applicable in the Delivery Carrier box Enter the buyer code in the Buyer Code box Move to Invoice and enter the information if applicable The Vendor Claim is assigned by the vendor and provided when they acknowledge the claim See Updating Claims for more information Enter the carrier s bill of lading number in the BOL Carrier box If another claim exists with the same BOL number you will receive a message indicating that the BOL already exists You have the option to save the claim with a duplicate BOL number or return to the claim and modify the number Enter the date of the bill of lading in the BOL Date box or click the Calendar button and select the date from the calendar myEZClaim 61 PROCESSING CLAIMS Entering Vendor Claims 20 Enter the date on
22. 2 Anew file is created The zipped file is shown as a file folder with a zipper on it This is the file to attach to the claim It has the same name as the original file and can be opened by anyone 186 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 187 FREQUENTLY ASKED QUESTIONS 188 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 189 FREQUENTLY ASKED QUESTIONS 190 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 191 FREQUENTLY ASKED QUESTIONS 192 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 193 FREQUENTLY ASKED QUESTIONS 194 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 195 FREQUENTLY ASKED QUESTIONS 196 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 197 FREQUENTLY ASKED QUESTIONS 198 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 199 FREQUENTLY ASKED QUESTIONS 200 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 201 FREQUENTLY ASKED QUESTIONS 202 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 203 FREQUENTLY ASKED QUESTIONS 204 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files myEZClaim 205 FREQUENTLY ASKED QUESTIONS 206 myEZClaim INDEX A B C acknowledgement received loss and damage claim 77 113 overcharge claim 81 a
23. Browse Import Results E Ignore task creation for these claims SUCCESS Row 1 was imported successfully from January The claim number for the claim is LD1545A aM Internet Protected Mode On 100 158 myEZClaim ADMINISTRATION This chapter covers administration activities in the myEZClaim application SECURITY The myEZClaim application makes it easy to manage user security While you can limit a users ability to do almost anything in myEZClaim all users have some basic abilities as long as their account is active All users have the ability to m Create and delete messages amp Modify their user account information Unless the user has the Site Administrator role or Administer Account role they cannot modify their security roles or the companies that they can access They cannot change the status of their account or view another user s account information SECURITY CONFIGURATION The myEZClaim application provides many security options for users The myEZClaim administrator can configure security that is SOX compliant as well as many options for password complexity and password complexity The following is a brief explanation of the options available Configuring security for your account 1 Click the Registration shortcut button The Registration dialog box opens 2 Scroll down to the bottom of the dialog and click the Security Info tab The security opti
24. Captions are included in this Agreement for convenience only and are not to be used to interpret the agreement between the parties TranSolutions warrants that if the media on which the Software is furnished or the written Documentation is in a damaged or physically defective condition at the time that this license is purchased and if they are returned to TranSolutions postage prepaid within thirty 30 days from the date of purchase TranSolutions will provide replacements to Licensee at no charge DISCLAIMER OF WARRANTY EXCEPT FOR THE LIMITED WARRANTY SET FORTH ABOVE THE SOFTWARE AND DOCUMENTATION ARE PROVIDED AS IS AND WITHOUT ANY WARRANTY REPRESENTATION OR PROMISE OF ANY KIND THE ABOVE WARRANTY IS IN LIEU OF AND TRANSOLUTIONS DISCLAIMS AND EXCLUDES ANY AND ALL OTHER WARRANTIES EXPRESS IMPLIED OR STATUTORY INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY TITLE FITNESS FOR A PARTICULAR PURPOSE OR ANY WARRANTY ARISING OUT OF ANY PROPOSAL SPECIFICATION OR SAMPLE Licensee assumes all risks and shall be solely responsible for the selection installation use efficiency and suitability of the Software and Documentation and the results obtained therefrom TranSolutions does not warrant that the functions contained in the Software will meet Licensee s requirements that the Software will be compatible with Licensee s system or that the operation of the Software will be uninterrupted or error free TranSolutions reserves th
25. Group Tabs Shortcut Buttons Contents of Current Page My Account Messages List of messages sent to you Companies List of Companies Consignees List of Consignees Carriers List of Carriers Liability Limits List of Liability Limits Conversion Rates List of Conversion Rates Shippers List of Shippers Claimants List of Claimants Products List of Products Business Groups List of Business Groups Product Lines List of Product Lines Insurance Companies List of Insurance Companies Recipients List of Recipients Users List of Users Profiles List of configured profiles for myEZClaim users Calculation Method Disposition Codes List of Disposition Codes Release Values List of Release Values Claims Outstanding Claims List of all claims matching selected shortcut Outstanding Closed Pending Cancelled Pending Claims Converted Pending Claims or All List of fields on which you can search Allows you to search on specific fields Allows you to generate 30 60 90 120 day follow up letters and general letters Allows you to generate a claim form Allows you to schedule the generation of 30 60 90 120 day follow up letters List of the generated claim forms and letters Allows you to enter a batch of claim payments Allows you to enter a batch of subrogation payments Allows you to select an Excel file to import claims into myEZClaim myEZClaim 4 myEZClaim GETTING STARTED MyEZClaim Interface Group Tabs Shortcut Button
26. You can add a lookup value record at any time Once a lookup value has been added to the list you can use that lookup value in a claim 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Calculation Methods The Calculation Methods expands showing a listing of the method types Click the shortcut for Disposition Code or Release Value 4 Click the Add button and the New lt Lookup Type gt dialog box opens New Release Value code display value is default Checked True Unchecked False updated by last update Internet Protected Mode On 5 Move to the Code box and enter a value using any combination of characters This value is used for reporting purposes You must use a unique code for each type of lookup value you enter myEZClaim 11 GETTING STARTED Working with the Lists of Reasons 12 myEZClaim 6 Move to the Display box and enter the lookup value s description 7 Move to the Value box m Ifthis is a Disposition Code enter the percentage of discount that is to be applied to the product For example if the product should be discounted 25 enter 25 There are two calculation methods Qty Price Disposition Percentage OR Price Weight Disposition Percentage m If this is a Release Value enter the release value to be used when calculating the line item total The calculation is Qty Weight Release Value
27. operator value is equal to M sort order ascending descending none concatenation and or criteria Show me all claims where and order them by 4 m Internet Protected Mode On 2 From the Field Name list select the field on which you want to filter 3 From the Operator list select the search operator you want to use 4 Select the sort order desired Ascending or descending 5 Select the concatenation desired And or Or This allows you to filter for claims that meet several requirements See examples 6 Move to the Criteria box and enter the search criteria 7 Click the Add button to add the item to the search criteria 8 Click the Run button to return to the Filtered Claims List All claims matching the search criteria are displayed The filter search criteria is displayed in the current window banner Examples To search for all of the claims that have a Claim ID that begins with LD select Claim Number from the Field Name list and select like single or multiple from the Operator list and then enter LD in the Criteria box When you click the Run button you are returned to the Claims page Each claim that has a Claim ID that begins with the letters LD are displayed in the Claims page To search for claims that have been modified or created on 10 8 2003 select Date Created from the Field Name list and select value is equal to from the Operator li
28. 5 Move to the box you wish to modify and make the required change s 6 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page The current date is automatically placed in the Last Update box and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated DELETING A DISPOSITION CODE OR RELEASE VALUE RECORD You can delete an existing lookup value record at any time as long as it is not associated with a claim You should use caution when deleting a record once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Calculation Method The Calculation Method expands showing a listing of the method types 3 Click the shortcut for Disposition Code or Release Value 4 Click the record to be deleted The properties dialog box opens with the current information displayed 5 Click the Delete button A message is displayed asking Are you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window The record is not deleted
29. 8 Select the is Default check box if you want this to be the default product disposition or release value NOTE If more than one Disposition Code or Release Value has the is Default check box selected the most recently updated value with the check box selected is used as the default Or if multiple values were updated on the same date the last value in an alphabetically sorted list is used 9 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated EDITING AN EXISTING DISPOSITION CODE OR RELEASE VALUE RECORD You can edit a lookup value record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Calculation Methods The Calculation Method expands showing a listing of the method types Click the shortcut for Disposition Code or Release Value 4 Click the record to be modified The Lookup Type gt Properties dialog box opens with the current information displayed Use the TAB key or your mouse to move from box to box within the dialog box
30. Click Cancel to close the dialog box 3 Click the View button next to the claim s you want to print The letter or form opens in PDF format File Edit View Document Tools Window Help gt 141 06 6 305 i bs Find myEZClaim 93 PROCESSING CLAIMS Processing Follow Up Letters 4 You view your letter or form save it or print it m save the form or letter from the File menu click Save Copy Enter a name for the file and then click Save m To print the form or letter click the print button and click OK 94 myEZClaim RETURN AUTHORIZATIONS MyEZClaim allows you to enter and track return authorizations Once you have completed the Getting Started section of the User s Guide you re ready to begin entering return authorizations If you have a return authorization that involves a lookup value that you haven t yet entered you need to enter that information first and then enter your return authorization You do not have to enter your businesses or products before your returns you can enter new businesses and products from within the return authorization form Processing return authorizations involves several steps You need to first enter your returns After entering your returns you generate the forms to be sent Finally as you receive additional information you update your returns to reflect these events The following is an overview of the steps involved in return authorization processin
31. Created Date Status Code and Claim Types multiple Detail Report of Claims Filed And Recovered This report provides a listing of claims sorted by Company and then Claim Number The report includes the Company Claim Number Carrier Claim Reason Claim Amount BOL Date Filed Date Recovered Amount Date Recovered Write off Amount Date of Write off Balance Status Recovered Percentage and Diary Notes The report also includes totals for each company and grand totals The report provides record selection options for the Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims For Installers Edge This report provides a listing of claims sorted by Company and then Claim Number The report includes the Company Claim Number Claimant Reference Number Pro Freight Bill Number Claim Amount and date of Diary Last Update The report provides record selection options for the Company range Claimant range Created Date Status Code and Claim Types multiple myEZClaim 129 WORKING WITH REPORTS Detailed Reports Detail Report of Claims Metrics This report provides a listing by Company of claims open at the beginning of the month closed during the month opened during the month claim outstanding during the month average days to close a claim The reporting period is for one year The report is further broken out by each month up until the selected reporting period month The report provides recor
32. WORKING WITH REPORTS Lookup Reports 7 Click the Run button The report opens in the selected delivery format You can review the reports and print them NOTE Instead of clicking the Run button you can click the Send By Email button to send the report via email Clicking the Send By Email button will open an email dialog box for you to enter the email address es and a message LOOKUP REPORTS All Lookup Reports include the same information Code Display Updated By and Last Update You can print a Lookup Listing report for any of the lookup values These reports also provide a range option for the display allowing you to generate a report for specific lookup values RUNNING LOOKUP REPORTS 1 Click the Reports group tab 2 Click the Lookup Reports button The Lookup Reports page opens 3 Click the report you want to run The Report Criteria dialog box opens r e Reason Codes Internet Explorer provided by Dell rex http test2008 myezclaim com MyEZClaimNet Navigation Reports Pages RunReport 2 Reason Codes Send By Email kom Reason Code From Reason Code To Delivery format Adobe Acrobat PDF pdf Internet Protected Mode On 4 In the Code From and Code To boxes select a range for the code You can leave these boxes blank to print all Select the Delivery Format from the list 6 Click the Run button The report opens in the selected delivery format You
33. Working with Products List 4 Move to the Display box and enter the name for the transportation mode You must use a unique name for each transportation mode you enter 5 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated EDITING AN EXISTING TRANSPORTATION MODE RECORD You can edit a transportation mode record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the Administration group tab The Administration page opens 2 Click the shortcut for Transportation Modes 3 Click the record to be modified The Transportation Modes Properties dialog box opens with the current information displayed 4 Move to the box you wish to modify and make the required change s 5 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page The current date is automatically placed in the Last Update box and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated DELET
34. and Claim Types multiple Export Format Security Detail Report User Account Audit Report This report provides a listing of users sorted by Full Name The report includes the Full Name Employee ID Logon Name Email Address IsActive Last Logon Profile Companies Updated By and Last Updated The report provides record selection options for the Company range and Last Logon Date range 134 myEZClaim WORKING WITH REPORTS Detailed Reports Export Format Journal Entry This report provides a listing of paid claims sorted by Company Code and then Claim Number The report includes the Company Code Payment Amount Claim Number Claim Type Carrier Check Number Check Date Payment Date PO Number and JE Code The report provides record selection options for the Company range and Payment Date range File Transfer Report This report provides a listing of file transfers The report includes the Message ID Message email Address Input Date filename and indicates if there was an error in the transfer The report provides record selection options for the Created Date range Write Off Report This report provides a listing of write off claims sorted by Company Carrier and then Claim Number The report includes the Company Claim Number Carrier Consignee BOL Date Created Date Filed Date Claim Amount Total Paid Write off Amount Write off Date and Write Off Reason The report includes totals by company for each carrier
35. claim did not import Customer Conditionally required this is only required if the Customer Code is blank The name of the Customer for the Claim This information is only required if the Customer Code field is blank If the Customer does not exist in myEZClaim the Customer is created in myEZClaim with an auto generated Customer Code The auto generated Customer Code will start with CU and be a total of ten characters long Example CU00000001 If both of the Customer Code and the Customer fields are blank the claim will not import and an error message will be shown stating why the claim did not import Carrier Code Conditionally required this is only required if the Carrier is blank The code for the Carrier If the Carrier Code is blank the name of the Carrier is required If both of the Carrier Code and the Carrier fields are blank the claim will not import and an error message will be shown stating why the claim did not import Carrier Conditionally required this is only required if the Carrier Code is blank The name of the Carrier for the Claim This information is only required if the Carrier Code field is blank If the Carrier does not exist in myEZClaim the Carrier is created in myEZClaim with an auto generated Carrier Code The auto generated Carrier Code will start with CA and be a total of ten characters long Example CA00000001 If both of the Carrier Code and the Carrier fields are blank the claim will no
36. filter claim list 75 112 filter criteria 75 112 examples 76 112 144 follow up letters 93 G generate follow up letters 93 inbound shipment loss and damage claim 32 48 63 101 liability limit 11 lists of businesses 6 lists of reasons 10 lookup information dialog box 11 15 lookup listing reports 139 140 lookup values 11 loss and damage claim 77 loss and damage claims 25 myEZClaim com interface 2 myEZClaim N reports cash receipt report 126 claims by inbound and outbound 128 claims by inbound and shipper 129 claims by reason 129 navigation bar 3 claims by status 123 129 claims summary 152 open a claim 75 lookup listing 139 140 outbound shipment outstanding claims by amount 121 loss and damage claim 32 48 63 101 outstanding claims by carrier 121 outstanding claims report outstanding claims by date 121 by amount 121 reprint claims by carrier 121 loss and damage claim 77 by date 121 overcharge claim 81 overcharge claims 25 81 overcharge item dialog box 50 S overcharge tab 49 searching for a claim 75 P shipping product modification dialog box 34 65 103 shipping products tab 33 64 102 paid claims loss and damage claim 78 U overcharge claim 82 payment received loss and damage claim 78 80 82 84 update claims 73 110 payments tab update loss and damage claim TI loss and damage claim 41 56 73 updating overcharge claims 81 POD Claim 26 57 87 printing 93 W processing claims
37. information There can be many records within each of these files A record is a collection of information regarding a specific item Another way of explaining a database uses your file cabinet as an example Your file cabinet contains multiple drawers files each of which can contain different information Perhaps one drawer contains information regarding the companies with which you do business and another drawer contains information regarding the claims that have been submitted against some of the companies in the company drawer Within each drawer are folders records one for each company and maybe one for each claim that has been submitted The file cabinet contains files and records thus making it a type of database A database allows for quick and easy retrieval of information When you use myEZClaim for the first time you need to enter some basic information regarding the businesses that can be involved with your claims For example you ll need to enter your current consignees shippers carriers etc Then when you enter a claim their information is already in the database and you can select the appropriate business from a list This makes the process of entering a new claim much faster MyEZClaim already includes information on some of the claim reasons and major carriers Finally you enter the list of products that you regularly order or ship Product cost and unit weight can be added during the filing process or entered into the dat
38. line 2 city state province zip country UNITED STATES updated by last update Internet Protected Mode On 30 Check the box next to Override claimant address on claim forms and letters 31 In the Full Name box enter the name as you want it to print on claim forms and letters myEZClaim 9 GETTING STARTED Working with the Lists of Reasons 10 myEZClaim 32 Enter the rest of the address information as you want it to print on claim forms and letters 33 Click the Save button EDITING AN EXISTING ADDRESS RECORD You can edit an existing record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for the business type 3 Click the record you wish to modify You can use the search function to shorten your search time The Business Type gt Properties dialog box opens with the current information displayed Use the TAB key or your mouse to move from box to box within the dialog box 4 Move to the appropriate box and make the required change s You can make as many changes as necessary 5 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the address listing window DELETING AN ADDRESS RECORD You can delete an existing record at any time as long as it is not associated with a cla
39. of creating a new record ON NS cbe Es Click the My Account group tab The My Account page opens Click the Recipients shortcut button The Email Recipients page opens To show all email recipients click the Run button Select the recipient you want to edit The recipient dialog box opens Make the necessary changes Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Email Recipients page If you saved the new record it is displayed in the list DELETING E MAIL RECIPIENTS You should use caution when deleting an e mail recipient record once it is deleted it cannot be recovered wie E Click the My Account group tab The My Account page opens Click the Recipients shortcut button The Email Recipients page opens To show all email recipients click the Run button Select the recipient you want to delete The recipient dialog box opens Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the recipient click Cancel to leave the record and return to the listing window If you click OK the record is deleted PROCESSING CLAIMS MyEZClaim allows you to process and track two types of claims Loss and Damage claims and Overcharge claims Loss and Damage claims are used for claims on products that were lost or damaged in shipment You must have product information to complete a loss
40. reassign f convert ciose return carrier preferred return carrier additional claim information shipped from replacement soid daim rep Andy Test status Outstanding carrier claim address address bol carrier z bol date 3 delivery carrier delivery date E claim group X invoice amp PO number internal claim address address in out trans mode d acctrec amp requester name vehicle d domestic international Domestic recovery amt seals 1 document origin cost center seal intact o d 3rd party bill to return PRO amp date requested 8 15 2009 3 date filed 8 15 2009 cycle time lods updated m contact name contact ph contact fax date available for pick up hours available for pick up was original a dropship Yes invoice amt 0 freight amt add l charges totalamt outstanding amt 0 00 0 00 0 00 o 00 Cray Internet Protected Mode On R10 o NOTE The Claim Number is not assigned until the claim is saved 96 myEZClaim RETURN AUTHORIZATIONS Entering Return Authorizations 6 Click the Company button The Find Company dialog box opens MyEZClaim amp Find Company Internet Explorer provided by Dell lala e a http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd Find Company Fina ad
41. totals for each company and grand totals The report provides record selection options for the Company range Carrier range Write off Date range and Claim Types multiple Write Off Report By Carrier Reason This report provides a listing of write off claims sorted by Company Carrier Reason and then Claim Number The report includes the Company Carrier Reason Claim Number Consignee Created Date Filed Date Claim Amount Total Paid Write off Amount Write off Date and Write Off Reason The report includes totals by company for each carrier and reason totals for each company and grand totals The report provides record selection options for the Company range Carrier range Write off Date range and Claim Types multiple RUNNING DETAIL REPORTS MANAGEMENT REPORTS The following steps are an overview of printing management reports Not all reports will have the boxes 1 Click the Reports group tab 2 Click the Detail Reports button The Detail Reports page opens 3 Click the report you want to run The Report Criteria dialog box opens Company Ranges 4 Inthe Company From and Company To boxes enter a range of company names You can enter complete names partial names or just letters such as A to M You can leave these boxes blank to print all companies Carrier Ranges 5 Inthe Carrier From and Carrier To boxes enter a range of carrier names You can enter complete names partial names or just letters such as A
42. 25 product disposition method 35 66 104 product disposition values 11 product master list 17 Proof of Delivery 26 87 writing off claims overcharge claim 85 R range options company range 135 date range 135 136 year to date range 135 136 reason lists 10 record 1 rejected claims loss and damage claim 77 113 overcharge claim 81 85 release value method 35 66 104 release values 11 remove a lookup value record 12 16 remove a product record 21 remove an address record 10 x myEZClaim
43. 3rd 4th and final task priority Normal X updated by last update Company Equals Direct demo _ Carrier Equals Baltimore Hub Carrier Equals Atlanta Hub Shipper Equals A Advantage North America Company Equals Transportation Services demo Company Equals Company 11 demo Claimant Equals Claimant 902 Select All Done Internet Protected Mode On 41009 5 Inthe Task Description box enter a name for the new task 6 Enter the number of days to complete the task in the Days to Complete box By default this is set to 7 7 Enter the number of days until the Task group will be emailed a reminder for the task in the Days until Notification box If 0 zero is entered only the initial task notification will be mailed regardless of the number of notifications selected By default this is set to 7 e In the Number of Notifications box select the number of notifications that will be sent to the task groups 5 In Task Priority select a priority from the list 10 In the Rules section place a check mark in the boxes next to the rules you want to use When a new claim is created the claim must meet all of the rules selected before a task will be created for a claim 11 Click the Groups tab A listing of the task groups you have created is shown 12 Place a check mark in the boxes next to the groups you want to use These are the groups that are responsible
44. A ua 080 product description reasoncode qty unitcost weight catch wt relval disp line total No Products have been entered Add Product Paste Products Multiple Products Delete Product Enterprise Edition Internet Protected Mode On 100 v 2 Ta 8 9 PROCESSING CLAIMS Entering Vendor Claims Click the Add Product button to add a new product to the claim The New Product dialog box and the Find Product dialog opens MyEZClaim Find product Internet Explorer provided by Dell crm Find product f Find Ada NITE Field to search Product Id The asterisk can be used for a wild card search in your criteria Find criteria i Max records 30 Use My product Checked True Unchecked False m b Angel Hair Pasta 232379 Atlantic Salmon 2346346 Chicken nuggets 70907 Chicken Sandwich 373 Chocolate cupcakes 123 456 Codfish Fillets Case 67554 A5656 Juice Apple 100 6477921 Juice Cranberry Cocktail 15 0515791 Juice Fruit Blend 100 1477942 Juice Grape 100 1477934 E Juice Orange 10096 0515817 Juice Prune 10096 Cup 0511618 Mid Section Support Beam C7507A T i gt Done Internet Protected Mode On 100 From the Product list double click the product for which the cla
45. Demotronics 0 Attachment 0 00 Attach Claim T Attach Claim Documents F Attach Claim Diaries Report Zip Attachments F Request Confirmation Internet Protected Mode On on the Activities tab will show the date that the claim was emailed The Diary tab on the claim is updated with information regarding the email myEZClaim 117 E Mailing Return Authorizations and Documents 3 Click the box next to Request Confirmation to have receipt of the claim acknowledged This option is not shown 118 myEZClaim if the claim has already been acknowledged By checking this box the person s receiving this email will receive a link to confirm receipt of the claim online Complete the email as usual The person who you sent an email to will receive an email similar to the one shown below ee viv fo peat ett me R caw ewe vlr DC ttr uc ET tmt ter To reciept of this email please click the following link http www myezclaim net af MyEZClaimNET AcknowledgeClaim aspx ackld 50e380b5 65f0 4efb 91c4 7966d22f278f un 2 Report Pdf 227K View as HTML Download CAT mint N M re ee ea ee Boae a os ag aih LN anual Mr s Ne When they click the link they are taken to a page to acknowledge the receipt of the claim myEZClaim Acknowledge Claim To complete the Claim Acknowledgement
46. Done Internet Protected Mode On 100 2 Click the Add Diary button to add a new diary note The New Diary Entry dialog box opens myEZClaim Claim Diary Properties Internet Explorer provid le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages ClaimDia New Diary Entry date of 12 30 2008 3 category General v comments updated by last update Internet Protected Mode On 3 Ifyou want to change the date enter a new date in the Date Of box OR click the Calendar button and select the date from the calendar 4 Enter the comments you want to be saved with this claim Click the Save button to return to the claim form OR click the Close button to not save the comments myEZClaim 55 PROCESSING CLAIMS Entering Overcharge Claims You can delete a diary note by selecting the note and clicking the Delete button CREDIT DEBIT TAB NOTE You can print the Claims with Diary report by clicking the Print button The credit debit tab contains information regarding documentation associated with the claim This internal document can be printed for submission to any department such as accounting transportation etc and contains a hierarchy of approval authority levels for sign off Information placed on these documents will not appear on the claim form 1 From the Claim Properties window select the Credit Debit tab es cs m memo type memo number
47. E Sram le http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Pages ConversionRates_Popup aspx targetld 0 z New Conversion Rate currency type AFGHANISTAN AFGHANI X effective date 3 conversion rate updated by last update Done Internet Protected Mode On amp 10095 5 Select the Currency Type from the drop down list 6 In the Effective Date box enter the date that the conversion rate is effective OR click the Calendar button and select the date from the calendar 7 Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated EDITING A CONVERSION RATE As conversion rates change on a regular basis you will want to update the rates on a periodic schedule You can edit the conversion rate record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Carriers The Carriers shortcut expands showing more options 3 Click the Conversion Rates shortcut button 4 Select the conversion
48. Find_Popup aspx ShowAd Find Carrier Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA v Use My Carrier 7 Checked True Unchecked False Carrier Swift Trucking SR Contact Mary Ann Krevh Address 123 Main Street Miami FL 33133 UNITED STATES m Internet Protected Mode On If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all carriers not just the carriers in your list click to remove the check mark in the Use My Carriers box Select the carrier who was responsible for this shipment from the Carrier list and click the Apply button to return to the claim form This information is required to save a claim If the Carrier is not in the list click the Add button The New Carrier dialog box opens allowing you to enter a new Carrier Enter the new information and click Save to return to the claim form Enter the name of the 3 party delivery carrier if applicable in the Delivery Carrier box Enter the invoice number in the Invoice box The Carrier Claim is assigned by the carrier and provided when they acknowledge the claim See Updating Return Authorizations for more information Enter the carrier s bill of lading number in the BOL Carrier box
49. GETTING STARTED Working with the Lists of Reasons ADDING A LIABILITY LIMIT You can add a liability limit record at any time after you have added the carrier Once a liability limit has been added to the list you can use it in a claim 1 2 3 4 Click the My Account group tab The My Account page opens Click the shortcut for Carriers The Carriers shortcut expands showing more options Click the Liability Limits shortcut button Click the Add Liability Limits button The New Carrier Liability Limit dialog box opens myEZClaim Carrier Liability Limit Internet Explorer provided C Eh http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Pages Li v New Carrier Liability Limit carrier max amount 0 effective date updated by last update amount effective date Select a Carrier from the drop down list In the Max Amount box enter the maximum amount of the carrier s liability In the Effective Date box enter the date that the liability is effective OR click the Calendar button and select the date from the calendar Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed
50. Help g q 2 Y VA Ne v Draw Opaque 5 i Clear Image Ctri Shft N Te enn ne myEZClaim 181 FREQUENTLY ASKED QUESTIONS Working with Files This will cut the image down to the selected portion BEDENE HSENNH mmmm HEN For Help click Help Topics on the Help Menu 8 From the File menu select Save As Favorite Links Documents 9 Recent Places Computer For Help click Help Topics on the Help Menu 9 Inthe File Name box enter a new name for the image and from the Save as Type list select JPEG 182 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files How DECREASE THE IMAGE SIZE IN MS PAINT 1 Click the Start menu 2 Goto All Programs gt Accessories and select Paint The Microsoft Paint application opens File Edit View Image Colors Help C Cm EHEHEHHE SHESEHN PE LES Ar NA Sic 2 For Help click Help Topics on the Help Menu 3 From the File menu select Open 4 Browse to the image you want to resize and open it The image opens 5 From the Image menu select Resize Skew Resizes or skews the picture or a selection myEZClaim 183 FREQUENTLY ASKED QUESTIONS Working with Files 6 The Resize Skew dialog opens 7 Inthe Resize section enter new numbers for Horizontal and Vertical For example to make the image 50 smaller ent
51. If another claim exists with the same BOL number you will receive a message indicating that the BOL already exists You have the option to save the claim with a duplicate BOL number or return to the claim and modify the number Enter the date of the bill of lading in the BOL Date box or click the Calendar button and select the date from the calendar myEZClaim 99 RETURN AUTHORIZATIONS Entering Return Authorizations 19 Enter the date on which the delivery was made in the Delivery Date box or click the Calendar button and select the date from the calendar 20 Enter the purchase order number in the PO Number box 21 Click the Consignee button The Find Consignee dialog box opens MyEZClaim6 Find Consignee Internet Explorer provided by Dell Sree O cn t ee le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp v Find Consignee Field to search Full Name The asterisk can be used for wild card search in your criteria Find criteria Max records 30 Find region NORTH Use My Consignee Checked True Unchecked False Consignee Demo Customer CU 001 Contact First LastName Address 123 Main Street Cleveland OH 44110 UNITED STATES Consignee HM Industries Contact Address 123 W Maya Street Milwaukee MN 53201 Internet Protected Mode Select the consignee from the Consignee li
52. Open button Click the Attach button to attach the file and then click the Save button to return to the e mail Enter a note for the e mail in the big box below the attachments Click the Send button to send the e mail If this is the first time that the claim has been emailed the mailed date on the Activities tab will show the date that the claim was emailed The Diary tab on the claim is updated with information regarding the email CLAIM CONFIRMATION myEZClaim allows you to send claims to a carrier and allows the carrier to confirm receipt of the claim online This information is then recorded into the claim s diary 1 2 Open the claim you want to e mail The Claim Properties window opens Click the EMAIL button The Email Message dialog box opens PROCESSING CLAIMS E Mailing Claims and Documents Claim Email Properties Internet ided by Dell myEZ laim ail Properties internet Explorer provided http test2008 myezclaim com Navigation Claims Pages Email_Popup aspx claimld 7765 amp subject Outstanding Clair v myEZClaim Email Message Please enter valid email addresses i e name amp company com separated with a comma or semicolon to CC i M bcc from noreply myezclaim com subject Outstanding Claim LD1000000119 Demotronics 0 Attachment 0 00 7 Attach Claim ivjAttach Claim Doc
53. Recipients Aaron Madeford Barry Cavanaugh Bob Smith Chris Rosin Internet Protected Mode On 4 Select the people you want to send a message to and then click the Save button The Recipients dialog box closes and you are returned to the New Message dialog box 5 Inthe Subject box type a subject for your message 6 In the Display box type your message When you are done click the Save button This will send your message 22 myEZClaim GETTING STARTED Working with E mail Recipients READING A MESSAGE 1 Click the My Account group tab The My Account page opens 2 Click the message you want to read The message opens 3 When you are done reading the message click the Close button or click the Delete button to delete the message DELETING A MESSAGE You should use caution when deleting a message once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the message you want to delete The message opens 3 Click the Delete button to delete the message A message is displayed asking Are you sure you want to do this Click OK to delete the message click Cancel to leave the message If you click OK the message is permanently removed WORKING WITH E MAIL RECIPIENTS When you first setup MyEZClaim you will need to create e mail recipient records for people who you will be e mailing claims and
54. Select the Release option The Release list is enabled b Select the appropriate release value and rate from the Release list If you need a release value that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe release value rate needs to be modified move to the Release Value box and enter a new release value A new Line Total is calculated This is the product of the Quantity and Weight and Release Value If you have multiple products to add click Save amp Add New to keep adding products If this is the last product to be added to the claim click the Save button to return to the Claim Properties window If there are any applicable discounts enter the value in the Discount Amt box Enter any applicable freight charges in the Freight Amt box If there are any other applicable charges to include on the claim form enter the charges on the Add l Charges tab These charges will be totaled in the add charges box The Add l Amt is for display only you cannot manually modify this value The Total Amt is calculated based on the products listed minus any values listed in the Reimbursement Amt Write Off Amt and Discount Amt boxes The Total Amt also adds any charges added in the Freight Amt and Add l Charges boxes The Total Amt box is for display only you cannot manually modify this value The Outstanding Amt is calculate
55. Send By Email button to send the report via email DETAILED REPORTS The Detailed Reports are secured by access levels There are three levels for the Detail Reports None If the report shows None for the access level all users will have access to this report W Report Letters If the report has an access level of Report Letters you must have the Report Letters role assigned to you W Report Management If the report has an access level of Report Management you must have the Report Management role assigned to you DETAILED REPORTS DAY LETTERS These letters and forms are open to all users 120 Day Letter This report prints a 120 day follow up letter for a claim 30 Day Letter This report prints a 30 day follow up letter for a claim 60 Day Letter This report prints a 60 day follow up letter for a claim myEZClaim 123 WORKING WITH REPORTS Detailed Reports 90 Day Letter This report prints a 90 day follow up letter for a claim RUNNING DETAILED REPORTS LETTERS The steps for running letter reports is almost identical 1 Click the Reports group tab 2 Click the Detail Reports button The Detail Reports page opens 3 Click the letter or form report you want to run The Report Criteria dialog box opens 30 Day Letter Internet Explorer provided by Dell llak http 86 124 36 102 myezclaimNet 2008 Navigation Reports Pages RunReport aspx mode 30 Day Letter
56. Send By Email button will open an email dialog box for you to enter the email address es and a message ADDRESSES REPORTS All Addresses Reports include the same information Name eMail Address Contact Phone Fax and eMail Last Update The reports are sorted by Name You can print an Addresses Report for any of the business types used This report also provides a range option for the business names allowing you to generate a report for specific businesses RUNNING ADDRESSES REPORTS 1 2 3 138 myEZClaim Click the Reports group tab Click the Addresses Reports button The Address Reports page opens Click the report you want to run The Report Criteria dialog box opens e Claimant Addresses Internet Explorer provided by Dell l c5 http test2008 myezclaim com MyEZCLaimNet Navigation Reports Pages RunRe m Claimant Addresses f Run NITE Claimant From Display My List No v Delivery format Adobe Acrobat PDF pdf j 4 m Internet Protected Mode On In the From and To boxes enter a range of carrier claimant company consignee or shipper names based on the report you selected You can enter complete names partial names or just letters such as A to M You can leave these boxes blank to print all In the Display My List box select Yes if you only want to see your list By default this is set to No Select the Delivery Format from the list
57. This report provides a listing of all claims on which subrogation payments have been received sorted by Claimant Carrier and then Payment Date The report includes the Claim Number Claimant Carrier Date Filed Claim Amount Subrogation Amount Difference Type Subro Date Reason and Status The report provides record selection options for Period Range Date Search Payment Date or Date Filed Company Subrogation Status and Claim Type 126 myEZClaim WORKING WITH REPORTS Detailed Reports Claim Subrogation Payment Summary This report provides a summary of all claims on which subrogation payments have been received sorted by Subrogation Reason and then Subrogation Type The report includes the Subrogation Reason Subrogation Type Claim Filed Amount Number of Payments Value by Reason and grand totals for each The report provides record selection options for Period Range Date Search Payment Date or Date Filed Company Subrogation Status and Claim Type Claim Task Levels Details This report provides details of all tasks sorted by Alert Type and then Claim Number The report includes the Alert Type Claim Number Carrier Claimant AR Number Claim Amount Claim Reason Due Date and number of Days Overdue for each task The report provides record selection options for Period Range Company and Claim Type Claim Task Levels Summary This report provides a summary of all tasks sorted by Carrier The report includes the Carrier
58. a Zip File for Attaching to 186 Index ix x myEZClaim GETTING STARTED Tracking your freight claims can be a time consuming process Not tracking these claims can mean expensive losses for your company from unrecovered dollars due to damaged and lost products by the carrier myEZClaim makes it easy to enter your claim and include all pertinent tracking information With the simple click of the mouse you can generate and print claim forms credit debit memos and regional claim templates Using myEZClaim you can track the status of your claims and generate follow up letters at the appropriate time from any remote location using an Internet browser and Acrobat Reader In addition myEZClaim has a number of built in detail reports allowing you to quickly review the consolidated results of your claim activity for any user designated time period myEZClaim is setup to provide maximum flexibility in the way it is used This document provides instructions for use of myEZClaim from one location or multiple locations as long as the proper user setup has been completed The site administrator for your corporate account has all the training and instructions on registering new users for this Internet version of EZClaim So relax and read these instructions and have an enjoyable experience on the web myEZClaim stores information regarding your claims in a database A database is a group of files that contains related
59. and other charges based on or in any way measured by this Agreement or Licensee s use of the Software and Documentation or any portion thereof excluding taxes based on TranSolutions net income but specifically including without limitation sales use and personal property taxes if any If Licensee disputes the applicability of any such tax or charge Licensee shall pay the same to the appropriate authority in timely fashion and thereafter may challenge the same and seek refund thereof 3 TRANSFER Licensee may transfer the Software and documentation and assign this Agreement to a third party on a permanent basis provided the recipient agrees in writing to the terms of this Agreement Licensee notifies TranSolutions in writing of the name and address of the recipient and Licensee retains no copies of the Software or Documentation 4 TRADE SECRETS Licensee acknowledges and agrees that the Software and Documentation embody valuable trade secrets and proprietary information of TranSolutions Licensee shall take all reasonable steps to protect the Software and Documentation from unauthorized duplication use or disclosure 5 OWNERSHIP AND COPYRIGHT Ownership of and title to the Software and Documentation including any additional copies shall be held by TranSolutions and or its licensors and assignees The myEZClaim iii iv myEZClaim Software and Documentation are copyrighted and protected by United States and international copyright law
60. box amp Release Value Method a Select the Release option The Release list is enabled b Select the appropriate release value and rate from the Release list If you need a release value that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe release value rate needs to be modified move to the Release Value box and enter a new release value A new Line Total is calculated This is the product of the Quantity and Weight and Release Value 17 If you have multiple products to add click Save amp Add New to keep adding products If this is the last product to be added to the claim click the Save button to return to the Claim Properties window 18 If there are any applicable discounts enter the value in the Discount Amt box 19 Enter any applicable freight charges in the Freight Amt box 20 If there are any other applicable charges to include on the claim form enter the charges on the Charges tab These charges will be totaled in the add charges box The Add l Amt is for display only you cannot manually modify this value 2 The Total Amt is calculated based on the products listed minus any values listed in the Reimbursement Amt Write Off Amt and Discount Amt boxes The Total Amt also adds any charges added in the Freight Amt and Add l Charges boxes The Total Amt box is for display only
61. box and enter any comments associated with the payment 10 Move to the Status list and select a status 11 Click Save to return to the Claim Properties window You can modify an existing subrogation record by selecting the subrogation Make the required changes in the dialog box and click Save to return to the Claim Properties window You can delete an existing subrogation by selecting the subrogation and clicking the Delete button in the dialog box A confirmation dialog displays asking if you are sure you want to delete the record Click OK to delete the record or Cancel to keep the record You are returned to the Claim Properties window 84 myEZClaim PROCESSING CLAIMS Writing Off Claims After you ve made the required updates click the Save button to close the Claim Properties window and save the updated information If you need to cancel the changes you ve made simply click the Cancel button and the window is closed NOTE Any changes made in Shipping Products Credit Debit Documents Activities Diary Payments or Subrogation are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections WRITING OFF CLAIMS You can automatically write off claims that are closed with an unpaid balance you do not need to enter any information in the Write off box The write off amount is calculated when you close an unpaid claim l Verify that the payments received are less than
62. by last update Internet Protected Mode On 100 3 Ifyou want to change the date enter a new date in the Date Of box OR click the Calendar button and select the date from the calendar 4 Select the type of diary entry from the Category drop down list 5 Enter the comments you want to be saved with this claim 6 Click the Save button to return to the claim form OR click the Close button to not save the comments You can delete a diary note by selecting the note and clicking the Delete button NOTE You can print the Claims with Diary report by clicking the Print button CREDIT DEBIT TAB The credit debit tab contains information regarding documentation associated with the claim This internal document can be printed for submission to any department such as accounting transportation etc and contains a hierarchy of approval authority levels for sign off Information placed on these documents will not appear on the claim form 1 From the Claim Properties window select the Credit Debit tab A 1 yr B e EM nor ME LU 0 diit VU 77 _ h wily x a ya wu E 0 type memo number memo date v memo bill to ship to Carrier M Enterprise Edition Done Internet Protected Mode On R10 40 myEZClaim PROCESSING CLAIMS Entering Overcharge Claims Go to the Memo Type box and select either Credit or Debit Mov
63. by last update line 1 vi line 2 city state province zip country UNITED STATES updated by last update Internet Protected Mode On 100 In the Full Name box enter the name of the user This is what will be printed on claim forms and letters In the Employee ID box enter the employee ID of the user In the Logon Name box enter the logon name of the user Logon names must be unique In the Logon Password box type the password In the Confirm Password box retype the password ges Ip gs ceno oe In the Secret Question box enter a security question 10 In the Answer to Secret Question box enter the answer for the question 11 In the Email Address box enter the email address for the user 12 In the Region box select the region from the list 13 Select the Default Currency for this user from the drop down list 166 myEZClaim 14 15 16 17 18 19 20 21 22 23 ADMINISTRATION Working with Users By default the Change Password at Next Login box is checked If the user does not need to change the password remove the check In the Signature box select the signature file using the Browse button Enter the starting IP Address for using with signatures in the Allowed IP for Login Using Signature Starts With box Move to the Line 1 box and enter the first address line Some addresses may require two lines for the address You
64. can review the reports and print them myEZClaim 139 WORKING WITH REPORTS Reports Scheduler e NOTE Instead of clicking the Run button you can click the Send By Email button to send the report via email Clicking the Send By Email button will open an email dialog box for you to enter the email address es and a message REPORTS SCHEDULER The Report Scheduler allows you to schedule the running of reports and have them emailed to the people of your choice at specified times This allows you to keep up to date with the reported information in MyEZClaim without having to actually open the application ADDING A SCHEDULED REPORT 1 Click the Reports group tab 2 Click the Reports Scheduler button The Reports Scheduler page opens 3 Click the Add button The Report Scheduler dialog box opens e Report Scheduler Internet Explorer provided by Dell cj le http test2008 myezclaim com MyEZClaimNet Navigation Reports Pages ReportScheduler_Popup aspx targetId 0 amp reportld 0 gt Report Scheduler Scheduler Settings Email Subscriber Report Parameters report name Cancel Codes hd user Heather Munion Y start date 1 5 2009 s running time 8 30 00 AM interval Every Day Every Month Every Week Every Year Every Fortnight Custom Interval OT NY FII a a des ams Meal 4 Select the report you want to schedule from the Report Name drop down list This list includes all reports I
65. created The report includes Company Code Company Name Claimant Code Claimant Name Shipper Code Shipper Name Shipper State Consignee Name Consignee Code Consignee State Claim Number Claim Rep Carrier Name Status Claim Type Age Created Date Filed Date Closed Date Product ID Product Description Quantity Freight Bill Pro Number Reason Claim Amount Payment Amount Outstanding Amount Cost Center PO Number Buyer Code Vendor Code Authorization Number and E mail Sent to The report provides record selection options for a Company Range Claimant Range Created Date range Status Code Status and Claim Types multiple Export Format Detail Report of Claims By Diary Notes Category This report provides a listing of claims for the specified criteria This report breaks out the claims by claim status diary note type company name and then claim number The report includes claim number company diary date diary note vendor number vendor name vendor address vendor phone amount claim rep carrier claimant filed date recovered amount and subrogation status The report provides record selection options for a Company Range Carrier Range Claimant Range Filed Date range Diary Date range Diary Note Category Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims By Freight Bill Pro This report provides a listing of claims sorted by Company and Freight Bill Pro Number The re
66. displayed Click the shortcut for Profiles The Profiles page opens A list of Profiles is displayed Click the profile you want to delete The Profile Properties dialog box opens Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the user click Cancel to leave the user record and return to the listing window If you click OK the user record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window myEZClaim 165 ADMINISTRATION Working with Users CREATING A USER 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Users The Users page opens A list of Users is displayed 3 Click the Add User button The New User dialog box opens myEZClaim amp User Properties Internet Explorer provided by Dell FII e http test2008 myezclaim com Navigation My 20Account Pages Users_Popup aspx refresh true amp targetld 0 S2 full name employee id logon name logon password confirm password secret question answer to secret question email address region default currency US DOLLAR is active Checked True Unchecked False change password at next login Checked True Unchecked False signature Browse allowed ip for login using signature starts with updated
67. documents With myEZClaim you have the ability to e mail claims and documents to multiple recipients See E Mailing Claims and Documents for more information ADDING E MAIL RECIPIENTS The e mail recipients list is an e mail address book of people who you will be e mailing claims and documents E mail recipients can be added at any time 1 Click the My Account group tab The My Account page opens 2 Click the Recipients shortcut button The Email Recipients page opens Click the Add Recipient button The New Email Recipient dialog box opens myfZClaim Email Recipient Properties Internet Explorer provided by costis E http 46 126 35 102 myerciaimNet_2008 Navigation My Sa Account Pages Recipierts New Email Recipient name email company code updated by last update Intemet Protected Mode On 4 In the Name box enter the name of the e mail recipient In the email box enter the e mail address of the recipient myEZClaim 23 GETTING STARTED Working with E mail Recipients 24 myEZClaim 6 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Email Recipients page If you saved the new record it is displayed in the list EDITING E MAIL RECIPIENTS You can edit an existing e mail recipient record at any time The process of editing an existing record is similar to that
68. entered as Recipients See Working with E mail Recipients for more information m Company button Click the Company button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Companies Claimant button Click the Claimant button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Claimants m Carrier button Click the Carrier button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Carriers amp Consignee button Click the Consignee button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Consignees amp Shipper button Click the Shipper button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Shippers Click the appropriate check boxes for the people you want to send the e mail to If you accidently select the wrong e mail address just click the box to remove the check mark Click the Save button to return to the Email Message dialog box By default the From field has an email address already in it If the people receiving the email should not reply to the email address shown enter a corrected email address Enter a subject in the Subject f
69. for completing the task 13 Click the Administration Groups tab A listing of the task groups you have created is shown 14 Place a check mark in the boxes next to the groups you want to use These are the groups that are notified when a task is completed 15 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Task Rules page If you saved the new record it is displayed in the list myEZClaim 177 ADMINISTRATION 178 myEZClaim FREQUENTLY ASKED QUESTIONS MyEZClaim provides a number of management reports that assist you with tracking your claims and determining the efficiency of your carriers MyEZClaim includes reports based on claim status reason for closure and amount recovered In addition there are accounting reports including an accounts receivable report cash receipt and write off report MyEZClaim also includes listings of the businesses lookup values and products that you ve entered These reports can be run by first clicking the Reports group tab then clicking the desired shortcut Outstanding Reports Detail Reports Graphs Reports Addresses Reports or Lookup Reports and finally selecting the appropriate report The reports have several different delivery formats Adobe Acrobat PDF pdf Microsoft Excel xls Internet HTML htm and Rich Text Format rtf Adobe Acrobat PDF pdf is the default The following is a list of the
70. in Updated By Whenever the record is modified or saved this information is updated EDITING A LIABILITY LIMIT You can edit a liability limit record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Carriers The Carriers shortcut expands showing more options 3 Click the Liability Limits shortcut button 4 Select the Liability Limit to edit The Carrier Liability Limit dialog box opens 5 Make the necessary changes myEZClaim 13 Working with the Lists of Reasons 14 6 Click the Save button to save the record Click the Close button if you do not want to save this record Either way you return to the listing page The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated ADDING A CONVERSION RATE You can add a conversion rate record at anytime Once a record is added it can used in claims processing 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Carriers The Carriers shortcut expands showing more options 3 Click the Conversion Rates shortcut button 4 Click the Add Conversion Rate button The New Conversion Rate dialog box opens r x e myEZClaim Conversion Rate Properties Internet Explorer provided by Dell
71. new date PROCESSING CLAIMS Entering Vendor Claims Click the Save button when you are done If you are not going to attach a document click the Close button to return to the claim myEZClaim 69 PROCESSING CLAIMS Entering Vendor Claims 70 myEZClaim 7 Click the Attach button to attach the document to the claim if applicable The File Attachment dialog box opens e myEZClaim Add File Attachment Internet Explorer pr cts le http test2008 myezclaim com Navigation Claims Pages FileAttachm myEZClaim File Attachment From Disk From Outlook Click Browse to select the file or type the path to the file in the box below Click Save when you are finished Browse Internet Protected Mode On 8 Youcan attach files by using the From Disk or From Outlook options If you are attaching From Disk Click the Browse button The Choose File dialog box opens Locate and select the document you want to attach to the claim Click the Open button to return to the File Attachment dialog box Click the Save button to return to the New Document Dialog box If you are attaching From Outlook Select the From Outlook radio button Click the Get Emails button Locate and select the email document you want to attach to the claim Click the Save button to return to the New Document Dialog box NOTE Any comments entered in the Comments box will be printed on the claim form ACTIVITIES TA
72. process please enter you first and last name below then click the Submit button first name last name comments your email address SUBMIT The carrier only needs to enter in their first name and last name and then click Submit A thank you dialog will be shown when they have completed the confirmation If the claim has already been confirmed a message will be shown stating who confirmed the claim Once the claim has been confirmed the Diary tab on the claim will be updated with who acknowledged the receipt of the claim any comments entered and the date it was acknowledged The Acknowledgement Date will also be filled in on the Activities tab SHIPPING PRODUCTS CREDIT DEBIT DOCUMENTS ACTIVITIES PAYMENTS CLAIM TASKS SUBROGATION P 7 17 2007 myEZClaim amp Administrator Claim acknowledged by John Smith 27 pl 97 2007 agmuEZ Gp Admini ator g waga union com Suec tanding oggagoo RETURN AUTHORIZATIONS Converting a Return Authorization CONVERTING A RETURN AUTHORIZATION myEZClaim allows you to convert a return authorization into a Loss and Damage claim Converting a return authorization creates an identical loss and damage claim The original return authorization will include a diary entry that lists the claim number of the loss and damage claim The loss and damage claim that is created by converting the return authorization includes a diary entry that lists the return au
73. rate to edit The conversion rate opens 5 Make the necessary changes myEZClaim 6 GETTING STARTED Working with the Lists of Reasons Click the Save button to save the record Click the Close button if you do not want to save this record Either way you return to the listing page The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated ADDING A SUBROGATION REASON You can add a subrogation reason record at any time Once a subrogation reason has been added to the list you can use that reason in a claim 1 2 3 4 Click the Administration group tab The Administration page opens Click the shortcut for Subrogation Reasons Click the Add Subrogation Reason button The New Subrogation Reason dialog box opens myEZClaim Subrogation Reason Properties Internet Explorer provided by Dell crm le http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Pages SubrogationReason_Popup aspx refresh true amp New Subrogation Reason code display updated by last update Internet Protected Mode On Move to the Code box and enter a value using any combination of characters This value is used for reporting purposes You must use a unique code for each reason you enter Move to the Display box and enter the description for the subrogation Click the Save
74. receive a message indicating that the BOL already exists You have the option to save the claim with a duplicate BOL number or return to the claim and modify the number Enter the date of the bill of lading in the BOL Date box Enter the date on which the delivery was made in the Delivery Date box PROCESSING CLAIMS Entering Overcharge Claims 19 Click the Consignee button The Find Consignee dialog box opens r MyEZClaim Find Consignee Internet Explorer Find Consignee Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH v Use Consignee Checked True Unchecked False Consignee Demo Customer CU 001 Contact First LastName Address 123 Main Street Cleveland OH 44110 UNITED STATES Consignee HM Industries Contact Address 123 w Maya Street Milwaukee MN 53201 m Internet Protected Mode On Select the consignee from the Consignee list and click the Apply button This information is required to save a claim If you would like to see all consignees not just the consignees in your list click to remove the check mark in the Use My Consignee box If the consignee is not in the list click the Add button The New Consignee dialog box opens allowing you to enter a new consignee Enter the new information and click Save to return to the claim form
75. reports provided with MyEZClaim and a brief description of each report WORKING WITH FILES WS Po N ee ee ee Each claim has a limit of 2MB total for file attachments An attached file can be no larger than 2MB When files are in color or contain lots of images you can quickly reach the limit This section covers a few tips and tricks to keep the file sizes down How DECREASE THE SIZE OF SCANNED FILES Scanned files can easily exceed the file size limit You can decrease the dpi of scanned files to drastically reduce the file size It is recommended that files be scanned as a black and white image with a resolution of 200 dpi in a PDF format This will keep the file size down Refer to your scanner s manual for instructions on setting up these parameters How DECREASE THE SIZE OF PHOTOGRAPHS When taking photographs to attach to a claim use a lower resolution and save the file in a compressed file format Examples of more commonly used compressed file formats are jpg gif and png File formats that are not compressed are much larger These file types are tif and bmp Microsoft Paint Refer to your camera s owner manual for instructions on taking lower resolution images and using compressed formats If you already have the images but they are large you can decrease the size or crop the image by using a third party graphics program On newer operating systems such as Vista MS Paint has the ability to save images as
76. save a claim If you would like to see all shippers not just the shippers in your list click to remove the check mark in the Use My Shipper box If the Shipper is not in the list click the Add button The New Shipper dialog box opens allowing you to enter a new Shipper Enter the new information and click Save to return to the claim form Move to the Internal Claim box and enter the number Move to the In Out box and select the option that best indicates the shipment type Move to the Trans Mode box and select the method of transportation Move to the Acct Rec box and add the A R ledger number assigned to the claim by accounting for the carrier receivable Move to the Domestic International box and select the type of shipment By default this is set to Domestic This information is required to save a claim Move to the Document Origin box and enter the origin of the claim documentation Enter the address for the shipment in the Ship To boxes Move to the Return Carrier and enter the carrier s name Move to the Preferred Return Carrier and enter the preferred carrier s name The Additional Claim Information link allows you to enter more information for the claim This link is not active until after the claim is saved Move to the Requester Name box and enter the name of the person or organization requesting the claim myEZClaim 101 RETURN AUTHORIZATIONS Entering Return Authorizations 34 Move to the Recovery Amt bo
77. shortcut for Business Groups The Business Groups page opens A list of Business Groups is displayed and sorted by name 4 Click the Business Group you want to edit The Business Group Properties dialog box opens Make the necessary changes and then click the Save button You are returned to the Business Group page DELETING A BUSINESS GROUP You can delete an existing record at any time as long as it is not associated with a claim or a product You should use caution when deleting a record once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options 3 Click the shortcut for Business Groups The Business Groups page opens A list of Business Groups is displayed and sorted by name 4 Click the Business Group you want to delete The Business Group Properties dialog box opens Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list Click Close to return to the address listing window GETTING STARTED Working with Products List ADDING A PRODUCT LINE You can add a product line at any time Once you add a product line to myEZClaim you can use it when creating or modifying a product 1 Click the My Account
78. teen eee 88 Claim Confirmation da Sian olga e id adage 90 Processing Follow Up Letters 0 ccc rn 92 Generating Follow Up Letters 0 0 I 93 Printing Generated Forms and Letters 93 Return Authorizations 95 Entering Return Authorizations 0 0 0 eee eee tenes 95 Shipping Products Tab 0 ccc ccc ete 102 Add Charges i e rash de ra eges dae echa dr ch dood OS sees 105 Documents Tab 0 0 0 ccc hs 106 Activities Tabs ioi hoe bed ee bd epe dad de pea da o E Aa dide ees 108 Diary rere ters 109 Claims Tasks acre dore as cR RU RR cae 110 Updating Return Authorizations s sse 110 Opening a return authorization llle 111 Searching for return 111 Filtering the Claim Est libe eile esevetebpesYsx Y iss p sers 112 Updating return authorizations 00 eee n 113 E Mailing Return Authorizations and 115 viii myEZClaim Claim Confirmation Converting a Return Authorization Printing the REturn Authorization Form Working with Reports Outstanding Reports Running Outstanding Detailed Reports
79. the date the claim was last modified The date is system generated and cannot be modified There is no date until the claim is saved Move to the Shipped From box If the shipment was made from a location other than that shown for the Shipper enter the address from which the shipment was actually made In the Origin box enter the place where the shipment originated In the Destination box enter the shipment s ultimate destination In the Tariff Authority box enter any tariffs that were agreed to by the carrier and the shipper Click the Save button You must click Save before you can enter any information in the Overcharge Items Add l Charges Documents Activities Diary or Payments Continue with the following steps to enter any required information in the Overcharge Items Charges Documents Activities Diary or Payments tabs OVERCHARGE ITEMS TAB The 1 Overcharge Items tab is used to track freight bills related to the claim being entered Select the Overcharge Items tab pe A Ce E dd e EM Ta freight bill No Overcharge Items have been entered Add Overcharge Enterprise Edition Internet Protected Mode On myEZClaim 49 8 10 50 myEZClaim PROCESSING CLAIMS Entering Overcharge Claims Click the Add Overcharge button The New Overcharge dialog box opens e myEZClaim amp Overcharge Properties Internet Explorer provided by
80. them 136 myEZClaim WORKING WITH REPORTS Graphs Reports NOTE Instead of clicking the Run button you can click the Send By Email button to send the report via email Clicking the Send By Email button will open an email dialog box for you to enter the email address es and a message GRAPHS REPORTS All Graphs Reports show a graphical representation of the criteria in an Excel spreadsheet These reports also provides the data used to draw the graphs Top 10 Carriers With Greatest Claim Count This report provides a listing of the top 10 carriers with the highest claim count for the period specified The report list the carrier name claim count and the total amount of the claims The claim count by carrier is also shown in a graph The report provides record selection options for Filed Date range Company multiple and Claim Type multiple Top 10 Carriers With Greatest Claim Amount This report provides a listing of the top 10 carriers with the highest claim amount for the period specified The report list the carrier name total amount of the claims and the total claim count The claim amount by carrier is also shown in a graph The report provides record selection options for Filed Date range Company multiple and Claim Type multiple RUNNING GRAPHS REPORTS 1 Click the Reports group tab 2 Click the Graphs Reports button The Graphs Reports page opens 3 Click the report you want to run The Report Criteria dialog box
81. they have completed the confirmation If the claim has already been confirmed a message will be shown stating who confirmed the claim Once the claim has been confirmed the Diary tab on the claim will be updated with who acknowledged the receipt of the claim any comments entered and the date it was acknowledged The Acknowledgement Date will also be filled in on the Activities tab SHIPPING PRODUCTS CREDIT DEBIT DOCUMENTS ACTIVITIES prany PAYMENTS CLAIM TASKS SUBROGATION P n i 7 17 2007 2 Administrator Claim acknowledged by John Smith 17 2007 giavEZGpim Admini ator ean gers wagf 7 unione gjreil com Sphjecf standing G oggapoo 1g PROCESSING FOLLOW UP LETTERS You can generate follow up letters for claims that are 30 days 60 days 90 days and 120 days past the date on which the original claim was filed You can generate the follow up letters at any time Letters are only generated for those claims that meet the following criteria amp Do not have an Activity recorded for the Day Letter where is the appropriate time period m the indicated number of days past the Mailed Date m Have a status of OUTSTANDING MyEZClaim generates a new letter only if it hasn t been previously generated MyEZClaim can keep track of the forms and letters that have been generated when you batch process your claims The following is a list of the follow up letters th
82. totals for the initial through the final task for the current period and the year to date The report includes grand totals for each The report provides record selection options for Period Range Year to Date Range Company Region and Claim Types multiple Claim Top 15 Summary This report provides a summary of the top 15 Agents Claimants Carriers Consignees Reasons or Shippers filed for the reporting period specified This report includes the name number of claims and value with grand totals The report provides record selection options for a Date Filed range Report Type Agents Claimants Carriers Consignees Reasons or Shippers Company multiple Status Type and Claim Types multiple Claims Filed by Carrier This report provides a summary of reports filed by carriers for the date range specified This report includes the Carrier if the claim was a loss or damage claim Number of Claims Filed Invoice Cost Carrier Liability and Actual Loss The report provides record selection options for a Created Date range Company multiple Region multiple and Claim Types multiple Claims Filed by Month This report provides a summary of loss and damage reports filed for the month quarter and year for the reporting period specified This report includes the claim type number of incidents invoice costs carrier liability and actual loss The totals are broken down for the month the quarter and the year The report provides
83. value in the in out field does not exist in myEZClaim the claim will not import and a message will be shown Trans Mode The mode of transportation for the shipment If Trans Mode is blank it will default to Home Delv If the value in the Trans Mode field does not exist in the database the claim will not import and a message will be shown BOL The Bill of Lading number This will create a Bill of Lading document for the claim Invoice The invoice number This will create a Bill of Lading document for the claim Pro The Pro number This will create a Freight Bill Pro document for the claim Cost Center The Cost Center number for the claim Invoice Amount The Invoice Amount for the claim The amount should be shown as 1 200 00 or 1200 Delivery Date The date of delivery The date needs to be in the following format mm dd Y Y Y Y 156 myEZClaim IMPORTING CLAIMS FROM EXCEL IMPORTING CLAIMS FROM EXCEL The following steps are for importing claims from an Excel xls file 1 Click the Claims group tab 2 Click the Import From Excel button The Import Claims dialog box opens ImportExcelFile Internet Explorer provided by Dell myEZClaim Import Claims Click Browse to select the Microsoft Excel file you want to import or type the path to the file in the box below Click Import when you are finished selecting a file le http test2008 myezclaim com We
84. you cannot manually modify this value The Outstanding Amt is calculated by the Total Amt minus any payments made The Outstanding Amt is for display only you cannot manually modify this value The currency is shown in USD To change the currency click the Globe icon and select a different currency NOTE Any additions or changes to the Shipping Products information are NOT cancelled by clicking the Cancel button in the Claim Properties window this does not include the Reimbursement Amt Write Off Amt Discount Amt Freight Amt and Other Amt You must manually undo any modifications you ve made in this section myEZClaim 35 PROCESSING CLAIMS Entering Loss and Damage Claims Using the Paste Products Button The Paste Products button is available to allow SAP users to copy product information from your SAP screen and paste the part number and Quantity to the products screen From the Claim Properties page click the Paste Products button The Copy amp Paste Products dialog box opens You can copy the products from the SAP screen only the part number and quantity and paste to the screen Edit the screen for the correct part number and quantity Using the Multiple Products Button The Multiple Products button is available to allow you to add multiple products all at once You can copy and paste the information from another screen or just type in the information From the Claim Properties page click the Multiple Add l Charges Tab
85. you sure Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window myEZClaim 21 GETTING STARTED Working with Messages WORKING WITH MESSAGES When you first logon to MyEZClaim you are taken to the Messages page From the Message page you can see the last twenty claims entered for your company and any messages you have Messages can be sent to users that you have set up and to the MyEZClaim Administrator The reasons why you would send messages to someone can vary anywhere from a reminder to generate a report to asking a colleague to review a claim SENDING A MESSAGE 1 Click the My Account group tab The My Account page opens 2 From the Messages page click the Add button The New Message dialog box opens MyEZClaim Message Properties Internet Explorer provided by Dell http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Pages Message_Popup aspx messa v myEZClaim Message Recipients Subject Display 3 Click the Recipients button The Recipients dialog box opens e myEZClaim Recipients Internet Explorer FI http 86 124 36 102 myezclaimNet_2008 Navigation My 2 v myEZClaim6
86. 13 In the Region Multiple box select the region To select more than one region hold the CTRL key down while clicking on the region names To select all regions just leave the regions unselected Business Group Multiple 14 In the Business Group Multiple box select the business group To select more than one business group hold the CTRL key down while clicking on the business group names To select all business groups just leave the business groups unselected Carrier SCAC Multiple 15 In the Carrier SCAC Multiple box select the carrier SCAC To select more than one carrier SCAC hold the CTRL key down while clicking on the carrier SCACs To select all carrier SCACS just leave the carrier SCACs unselected Product Lines Multiple 16 In the Product Lines Multiple box select the product line To select more than one product line hold the CTRL key down while clicking on the product lines To select all product lines just leave the product lines unselected Reason Ranges 17 In the Reason From and Reason To boxes enter a range of Product IDs Delivery Formats 18 Select the Delivery Format from the list The reports have several different delivery formats Adobe Acrobat PDF pdf Microsoft Excel xls Internet HTML htm and Rich Text Format rtf Adobe Acrobat PDF pdf is the default 19 Click the Run button The reports open in the selected delivery format You can review the reports and print
87. 2005 11 20 54PM True myEZClaim Administrator Aug 06 2 info Anne Smith LATIN AMERICA USD asmith Y 24 2005 7 25 2005 10 19 18PM True myEZClaim Administrator Aug 06 2 Info Heather Munion heathermunion NORTH AMERICA USD heather2 Dec 12 2005 9 3 2005 9 26 28 PM True myEZClaim Administrator Jan 18 20 Info John Demo 811 NORTH AMERICA USD demo mU 7 346 2000 1 13 2009 12 07 03 PM False John Demo Jan 16 20 Info Josh Randolph NORTH AMERICA USD Oe Mar 16 2006 2 8 2006 10 43 33 PM True myEZClaim Administrator Feb 08 20 This page shows a list of users and allows you to filter the list search for users or sort the list of users by employee name or ID Users with administrative rights are shown in blue text To see the login information for a user you can click the info link next to the users name or click the Login Info button to see the login information for the entire account The login information includes the user s last attempted login and lists whether or not the login was successful In addition the date of the login and what the IP address was myEZClaim 169 ADMINISTRATION Working with E mail Recipients RESETTING A PASSWORD Resetting a password is very simple When a password is reset the user is emailed a new password When they login to myEZClaim they are required to change their password 1 Click the user you want to edit The User Properties dialog box opens 2 Click the Reset button A m
88. 30 2008 category General Y comments A updated by last update Internet Protected Mode On 100 3 Ifyou want to change the date enter a new date in the Date Of box OR click the Calendar button and select the date from the calendar 4 Enter the comments you want to be saved with this claim 5 Click the Save button to return to the claim form OR click the Close button to not save the comments You can delete a diary note by selecting the note and clicking the Delete button NOTE You can print the Claims with Diary report by clicking the Print button CREDIT DEBIT TAB The credit debit tab contains information regarding documentation associated with the claim This internal document can be printed for submission to any department such as accounting transportation etc and contains a hierarchy of approval authority levels for sign off Information placed on these documents will not appear on the claim form 72 myEZClaim PROCESSING CLAIMS Updating Claims 1 From the Claim Properties window select the Credit Debit tab ees aed Ih dian Mn seri tA ere E 4 Phew an id d terit 490 X tune P r x d ETTUREUTUREUUREUREURETURETURESUTREU memo number memo date v memo bill to ship to Carrier M Enterprise Edition Internet Protected Mode On Go to the Memo Type box and select either Credit or
89. 30 2008 3 check number check date 3 trans number trans date 3 trans type verified V True False comments updated by last update Curreny shown in US DOLLAR Internet Protected Mode On 100 3 From the Payment Type list select the payment type that best describes the payment received 4 Move to the Payment Amount box and enter the dollar amount that was received for the claim Do not enter the dollar sign 5 Move to the Payment Date box and enter the date on which the payment was made OR click the Calendar button and select the date from the calendar 6 Move to the Check Number box and enter the check number for the payment you received 7 Move to the Check Date box and enter the date of the check OR click the Calendar button and select the date from the calendar 8 Move to the Trans Number box and enter the transaction number from the batch payment 9 Move to the Trans Date box and enter the transaction date for the batch payment OR click the Calendar button and select the date from the calendar 10 Move to the Trans Type box and enter the transaction type for the payment P for Payment or R for Reimbursement If the type is R the reimbursement amount is shown in the Reimbursement Amt box when the payment is saved The reimbursement amount does not get applied towards the Outstanding Amt 11 Ifthe payment has not been verified remove the check mark from th
90. 77 PROCESSING CLAIMS Updating Claims Entering Payments Received 1 Select the Payments tab to add information on payments you have received 2 Click the Add Payment button to add a payment record The New Payment dialog box opens e myEZClaim Claim Payment Properties Internet Explorer provided by AE le http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimPayrr New Payment payment type Carrier Paid v payment amount 0 USD payment date 12 30 2008 3 check number check date 3 trans number trans date 3 trans type verified True False comments updated by last update Curreny shown in US DOLLAR Internet Protected Mode On From the Payment Type list select the payment type that best describes the payment received Move to the Payment Amount box and enter the dollar amount that was received for the claim Do not enter the dollar sign Move to the Payment Date box and enter the date on which the payment was made OR click the Calendar button and select the date from the calendar Move to the Check Number box and enter the check number for the payment you received Move to the Check Date box and enter the date of the check OR click the Calendar button and select the date from the calendar Move to the Trans Number box and enter the transaction number from the batch payment Move to the Trans Date box and enter the transaction date for the batch
91. AGGREGATE LIABILITY ARISING FROM OR RELATED TO THIS AGREEMENT OR THE SOFTWARE OR DOCUMENTATION SHALL NOT EXCEED THE AMOUNT PAID BY LICENSEE TO LICENSOR FOR THE LICENSE GRANTED HEREUNDER TRANSOLUTIONS NEITHER ASSUMES NOR AUTHORIZES ANYONE TO ASSUME FOR IT ANY OTHER LIABILITIES 8 TERMINATION TranSolutions may terminate this Agreement if Licensee is in default of any material provision of this Agreement and such default is not cured within thirty 30 days after TranSolutions gives Licensee written notice thereof or if Licensee becomes insolvent or seeks protection under bankruptcy or similar laws or a receiver trustee or custodian is appointed for Licensee Upon termination of this Agreement Licensee immediately shall cease all use of the Software and Documentation and shall return the same and all copies thereof whether in whole or in part to TranSolutions TranSolutions foregoing rights and remedies shall be cumulative and in addition to all other rights and remedies available to it at law and in equity 9 EXPORT The United States Government strictly controls the exportation of technical materials Licensee agrees that any export re export or other transmission of the Software or Documentation shall be in compliance with all applicable laws regulations orders and other restrictions 10 U S GOVERNMENT RESTRICTED RIGHTS The Software and Documentation were developed at private expense and are provided with RESTRICTED RIGHTS Use dupl
92. Activities Diary Payments or Subrogation are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections UPDATING OVERCHARGE CLAIMS 1 Click the claim to be updated The Claim Properties window opens with the selected claim Claim Activities Acknowledgement 2 Ifyou received an acknowledgement for this claim click the Activities tab and move to the Acknowledged box to enter the date on which you received the acknowledgement You can instead use the calendar button to open the calendar and select the appropriate date If the carrier assigned a claim ID enter this number in the Carrier Claim box that is located in the Carrier area The carrier has 30 days to provide a claim ID and to acknowledge a claim Claim Cancelled 3 Ifthe claim has been cancelled click the Activities tab and move to the Cancelled Code box to enter the date on which the claim was cancelled You can instead use the calendar button to open the calendar and select the appropriate date 4 Move to the box to the right of the Cancelled Code box and select the reason that best describes why the claim was cancelled Claim Rejected 5 Ifthe claim has been rejected click the Activities tab and move to the Rejected Code box to enter the date on which the claim was rejected You can instead use the calendar button to open the calendar and select the appropriate date 6 Move to the box to the right of the Rejected
93. Add 1 Charges boxes The Total Amt box is for display only you cannot manually modify this value The Outstanding Amt is calculated by the Total Amt minus any payments made The Outstanding Amt is for display only you cannot manually modify this value NOTE Any additions or changes to the Overcharge Items information are NOT cancelled by clicking the Cancel button in the Claim Properties window this does not include the Reimbursement Amt Write Off Amt Discount Amt Freight Amt and Other Amt You must manually undo any modifications you ve made in this section ADD L CHARGES TAB The Charges tab contains information regarding additional charges associated with the claim From here you can enter any additional charges associated with the claim such as restocking fees 1 From the Claim Properties window select the Add Charges tab Pm ab NIC TE P moter eem pot amu ENN Tn ttr poke moy es Cortes MEUM a 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Currency USD s description amount Overcharge Item No Additional Charges have been entered Enterprise Edition Internet Protected Mode On myEZClaim 51 Entering Overcharge Claims Click the Add Charges button The New Additional Charge dialog box opens e myEZClaim Claim Additional Charge Internet Explorer provided by Dell ejt http 86 124 36 102 MyEzClaimNet 2008 Navigation Claims Pages ClaimAdditionalCharg
94. B The Activities tab contains information that helps you track the status of the claim If you have contacted the carrier to inform them of your intent to file a claim you should add the Notice of Intent 1 From the Claim Properties window select the Activities tab its m m e letter type created No Activities have been entered acknowledged re opened date write off code cancelled code rejected code denied code Lu mL ILU mme eme nn pl e 8 6 2009 mailed 8 6 2009 closed 4 E PROCESSING CLAIMS Entering Vendor Claims Beara do not generate letters Subrogation OS amp D submit reimbursement date 4141414 Enterprise Edition Internet Protected Mode On 5 activity type date of 12 29 2008 created by date created http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages v New Activity Internet Protected Mode On From the Activity Type list select Notice of Intent Filed Move to the Date Of box If the date is not correct you can enter a new date OR click the Calendar button next to select the date from the calendar The Created By box shows the person who last created or modified the activity It is for display only you cannot manually modify it The Date Created box shows the date of when the activity was created or last modified It is for display only you cannot man
95. Claim box and enter the number Move to the In Out box and select the option that best indicates the shipment type Move to the Trans Mode box and select the method of transportation Move to the Acct Rec box and add the A R ledger number assigned to the claim by accounting for the carrier receivable Move to the Domestic International box and select the type of shipment By default this is set to Domestic This information is required to save a claim Move to the Document Origin box and enter the origin of the claim documentation Move to the Shipped From box and enter the shipment origination Move to the Replacement SOID and enter the information Move to the Invoice Amt box and enter the amount of the invoice By default the amount is 0 38 39 40 41 42 43 Move to the Seal box and enter the number 45 46 47 48 49 PROCESSING CLAIMS Entering Loss and Damage Claims Move to the Requester Name box and enter the name of the person or organization requesting the claim Move to the Recovery Amt box and enter the anticipated claim recovery Move to the Cost Center box and enter the cost center responsible for the claim For the Claim Responsibility click on the circle next to the responsible party By default this is set to Carrier The Additional Claim Information link allows you to enter more information for the claim This link is not active until after the claim is saved Move t
96. Click the Carrier button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Carriers amp Consignee button Click the Consignee button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Consignees m Shipper button Click the Shipper button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Shippers Click the appropriate check boxes for the people you want to send the e mail to If you accidently select the wrong e mail address just click the box to remove the check mark Click the Save button to return to the Email Message dialog box myEZClaim 89 PROCESSING CLAIMS E Mailing Claims and Documents 90 myEZClaim By default the From field has an email address already in it If the people receiving the email should not reply to the email address shown enter a corrected email address Enter a subject in the Subject field By default a subject message is already generated with the claim number and the name of the company from the claim To send this e mail with high importance click the exclamation mark To send the e mail with a low importance click the down arrow button EJ To request a delivery receipt click the mail button Click the Flag button to flag the e mail as a reply forward etc
97. Code box and select the reason that best describes why the claim was rejected Claim Denied 7 Ifthe claim has been denied click the Activities tab and move to the Denied Code box to enter the date on which the claim was denied You can instead use the calendar button to open the calendar and select the appropriate date 8 Moveto the box to the right of the Denied box and select the reason that best describes why the claim was denied Reprint Claim Form or Letter 9 Ifyou need to re print a letter or regenerate a claim form you can do so by removing the date from the appropriate box on the Activities tab The Mailed box indicates when the claim form was generated 10 Once the date has been removed you must close the Claim Properties window and regenerate the required document Diary Select the Claim Diary tab to add or modify the claim diary notes See Diary Tab for information on adding claim diary notes to a claim myEZClaim 81 PROCESSING CLAIMS Updating Claims Entering Payments Received 1 Select the Payments tab to add information on payments you have received 2 Click the Add button to add a payment record The New Payment dialog box opens e myEZClaim Claim Payment Properties Internet Explorer provided by 2 http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimPayrr New Payment payment type Carrier Paid X payment amount 0 USD payment date 12
98. Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims By Status and Diary This report provides a listing of claims that meet the selected criteria The report includes the Claim Number Claimant Carrier Claim Reason Claim Amount Payments Outstanding File Date Last Update Days Old Last Diary Date and Last Diary Entry The report provides record selection options for Company range Carrier range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims Filed and Recovered This report provides a listing of claims sorted by Company and then Claim Number The report includes the Company Claim Number Vendor Carrier Claimant Consignee Shipper AR Claim reason Claim Amount BOL Date Filed Date Delivery Date Recovered Amount Date Recovered Write Off Amount Date Write Off Balance Status PCT PO Number Buyer Code Vendor Code Authorization Number and email sent to The report provides record selection options for the Company range Carrier range Claimant Range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims Filed and Recovered with Documents This report provides a listing of claims that meet the selected criteria The report includes the Claim Number Vendor Carrier Shipper Consignee Filed Date Claim Amount Date Recovered Recovered Amount Balance Cl
99. Debit Move to the Memo Number box and enter the memo number Go to the Memo Date and use the calendar button to select the date Go to the Memo Bill To Ship To box and enter the relevant information Ox oda ue Click the Print button The Credit or Debit memo form will appear in a PDF file for printing Save or print the form Close the screen to return to the Claim Properties window PAYMENTS TAB The Payments tab is used to keep track of payments received against the claim Generally you won t enter any other information in the Payments tab when first entering a claim This information is entered when updating a claim CLAIMS TASKS TAB The Claim Tasks tab is used to keep track of tasks for the claim Generally you won t enter any information in this tab when first entering a claim This information is entered when updating a claim SUBROGATION TAB The Subrogation tab is used to keep track of payments made for the claim Generally you won t enter any information in the Subrogation tab when first entering a claim This information is entered when updating a claim UPDATING CLAIMS WE P d d B d oH dB d d BJ BJ B d dH d d dH d jJ JH d B P d B BN NH B dH US d BJ P d U d BH d J BH jJ Hd dH P B UH NJ UJ d J dJ 8 J dH dH J dg d EH As you correspond with the carrier and receive acknowledgements and or payments you need to update the claim to indicate that these events have occurred There may a
100. Dell M http test2008 myezclaim com Navigation Claims Pages Overcharge Popup aspx claimId 74243 New Overcharge freight bill date of 8 10 2009 3 paid amount 0 00 USD check number check date Line Item Calculation Method mileage 0 freight amt 0 00 USD weight rate 0 00 USD updated by n a overcharge 0 00 USD last update n a Curreny shown in US DOLLAR Internet Protected Mode On 100 In the Freight Bill box enter the freight bill number for which there was an overcharge This information is required In the Date Of box enter the date of the freight bill or click on the calendar button and select the date This information is required In the Paid Amount box enter the amount paid against the freight bill In the Check Number box enter the number of the check In the Check Date box enter the date of the check NOTE If the Overcharge was based on mileage or the weight of the shipment use the Overcharge Calculation area to calculate the actual Freight Amount Otherwise enter the actual freight cost in the Freight Amount box Move to the Line Calculation Method area If this overcharge was based on mileage enter the mileage in the Mileage box Or if this overcharge was based on weight enter the weight in the Weight box Move to the Rate box and enter the appropriate rate whether for Mileage or Weight If the overcharge w
101. Does not Equal or Equal Select the status for the claim in Claim Status Oo 99e tA Select the Claim Reason from the list 10 Click the Find button The find business type dialog opens 11 Select the business name from the list and click the Apply button You are returned to the New Rule dialog box The company you selected is listed 12 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Task Rules page If you saved the new record it is displayed in the list CREATING AN AUTOMATED TASK When you create an automated task a task will be created every time a claim is created that meets the task rules for that automated task To create an automated task you must first create task groups and then task rules 1 Click the Tasks group tab The Tasks page opens 2 Click the Task Configuration shortcut The Task Configuration expands showing a list of other options 3 Click the Manage Tasks shortcut button The Manage Tasks page opens 176 myEZClaim ADMINISTRATION Working with Tasks 4 Click the Add Task button The New Task dialog box opens myEZClaim Task Properties Internet Explorer provided by Dell http test2008 myezclaim com MyEZClaimNet Navigation My 20Tasks Pages Tasks_Popup asp New Task task description days to complete 7 days until notification 7 number of notifications 5 Initial 2nd
102. Explorer pro B le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pa myEZClaim Find Criteria find claims by claim number X criteria Internet Protected Mode On Select one of the options from the drop down menu In the Criteria box enter the appropriate information Click the Apply button If a claim with the specified number date or carrier exists the claim will be listed on the page Otherwise a message stating that the claims are not found will be shown myEZClaim 111 Updating Return Authorizations FILTERING THE CLAIM LIST The filter feature can be used to perform comparison searches for claims You can search for claims based on any field within a claim 1 2 112 myEZClaim RETURN AUTHORIZATIONS Click the Claim Search Options shortcut The Claims Search Options expands showing a list of other options Click the Filter View shortcut The Filter Criteria window opens From the Field Name list select the field on which you want to filter From the Operator list select the search operator you want to use Select the sort order desired Ascending or descending Select the concatenation desired And or Or This allows you to filter for claims that meet several requirements See examples Move to the Criteria box and enter the search criteria Click the Add button to add the item to the search criteria Click the Run button t
103. ING A TRANSPORTATION MODE RECORD You can delete an existing transportation mode reason at any time as long as it is not associated with a claim You should use caution when deleting a record once it is deleted it cannot be recovered 1 Click the Administration group tab The Administration page opens 2 Click the shortcut for Transportation Modes 3 Click the record to be deleted The properties dialog box opens with the current information displayed 4 Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window The record is not deleted WORKING WITH PRODUCTS LIST The product master list contains the list of products for which you can enter a claim As with the other lists you can create new product records at any time You can also update or delete existing records at any time You can capture product line detail with the Business Group and Product Line information by having it linked to the product This allows for detailed reporting of losses within the product classes This information is not required to enter a product ADDING A BUSINESS GROUP You can add a busine
104. ING WITH REPORTS Detailed Reports 4 Ifthe Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box 5 Select the company from the list and click the Apply button to return to the report criteria 6 Click Company To The Find Company dialog box opens 7 Select the company from the list and click the Apply button to return to the report criteria NOTE Instead of selecting companies from the dialog boxes you can enter complete names partial names or just letters such as A to M You can even leave the boxes blank to print all companies 8 In the Carrier From and Carrier To boxes enter a range of carrier names You can enter complete names partial names or just letters such as A to M You can leave these boxes blank to print all carriers 9 By default the date type defaults to Filed Date 10 Enter a range of dates in the Date From and Date To boxes These ranges are inclusive dates that are either equivalent to or between the Date From and Date To values are included in the report The default is a one month range You can clear these boxes to run a report for all dates 11 Select the Claim Types Leave blank to select all claim types 12 Select the Delivery Format from the list 13 Click the Run button The reports open in the selected delivery format You can review the reports and print them NOTE Instead of clicking the Run button you can click the
105. ING WITH REPORTS Detailed Reports Detail Report of Cancelled Claims This report provides a listing of cancelled claims for the companies carriers and period specified This report breaks out the cancelled claims by company and then cancelled reason The report includes company cancelled reason claim number carrier product serial number claim reason bill of lading invoice number order number claim amount and cancelled date The report provides record selection options for a Company Range Carrier Range Cancelled Date range and Claim Types multiple Detail Report of Claim Rep Productivity This report provides a listing of reports filed for each company by claim rep for the current period specified This report breaks out the claims by company and then claim rep The report includes company claim rep number of filed claims total claim value filed average time claim open number of closed claims claim value closed claim recovered and claim value recovered The report provides record selection options for Company range Carrier range Current Period range Status Code Status Types and Claim Types multiple Detail Report of Claims Acknowledgement This report provides a listing of claims sorted by company claimant and claim number for the period specified The report includes company claimant claim number freight bill pro number email address claim reference number date of delivery date created date requested claim
106. PROCESSING CLAIMS Entering Vendor Claims The Shipper defaults to the selected Vendor If this is not correct click the Shipper button The Find Shipper dialog box opens Find Shipper Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH X Use My Shipper Checked True Unchecked False Shipper Shipper Test 1 S1 Contact Address 123 Shipper Shipper OH 44092 UNITED STATES m Internet Protected Mode On If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box Select the shipper from the Shipper list and click the Apply button to return to the claim form This information is required to save a claim If you would like to see all shippers not just the shippers in your list click to remove the check mark in the Use My Shipper box If the Shipper is not in the list click the Add button The New Shipper dialog box opens allowing you to enter a new Shipper Enter the new information and click Save to return to the claim form Move to the Internal Claim box and enter the number Move to the In Out box and select the option that best indicates the shipment type Move to the Trans Mode box and select the method of transportation Move to the Acct Rec box and add the A R ledger number assigned
107. Protected Mode On 4 In the Name box enter the name of the e mail recipient In the email box enter the e mail address of the recipient 170 myEZClaim ADMINISTRATION Working with Tasks 6 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Email Recipients page If you saved the new record it is displayed in the list EDITING E MAIL RECIPIENTS You can edit an existing e mail recipient record at any time The process of editing an existing record is similar to that of creating a new record Click the My Account group tab The My Account page opens Click the Recipients shortcut button The Email Recipients page opens Select the recipient you want to edit The recipient dialog box opens Make the necessary changes OS en M Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Email Recipients page If you saved the new record it is displayed in the list DELETING E MAIL RECIPIENTS You should use caution when deleting an e mail recipient record once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the Recipients shortcut button The Email Recipients page opens 3 Select the recipient you want to delete The recipient dialog box opens 4 Click the Delete button A message is displayed asking you sure y
108. Reason Code does not default to the selected Reason code for the claim ADD L CHARGES TAB The Add l Charges tab contains information regarding additional charges associated with the claim From here you can enter any additional charges associated with the claim such as restocking fees 1 From the Claim Properties window select the Add Charges tab PEU nope r paar d aspe RE L he ae E a erm Ilf e omeen ias NT ee VS Wero remm nea ca TT Te i METUS o oer No Additional Charges have been entered Add Charges Enterprise Edition Done Internet Protected Mode On 100 2 Click the Add Charges button The New Additional Charge dialog box opens myEZClaim 105 RETURN AUTHORIZATIONS Entering Return Authorizations So LE e myEZClaim Claim Additional Charge Internet Explorer provided by Dell le http 86 124 36 102 MyEzClaimNet 2008 Navigation Claims Pages ClaimAdditionalCharge Save Delete Close sien AM Charge Carr charge type X amount updated by last update Clain Internet Protected Mode On 100 Select the Charge Type from the list Move to the Amount box and enter the charge amount If you have more charges to enter click the Save amp Add New button This will save the charge to the claim and open another New Additional Charge dialog box If you have no more charges to ente
109. S REPORT MANAGEMENT The reports described below are restricted to those who have report management access Accounts Receivable This report provides a summary of all claims sorted by Company and Carrier The report includes the totals for Claims Filed Outstanding Amounts Recovered claims and a total for the Cancelled Denied amp Rejected Claims Each of these groups includes the number of claims filed and the total of these claims for both the Current Period and Year To Date YTD The report also provides a range option for the Created Date and Year To Date allowing you to select a specific date range to review The date ranges are used to calculate the Current Period totals and Year To Date totals Accounts Receivable By Status Type This report provides a summary of all claims sorted by Company and Carrier The report includes the totals for Claims Filed Outstanding Amounts Recovered claims and a total for the Cancelled Denied amp Rejected Claims Each of these groups includes the number of claims filed and the total of these claims for both the Current Period and Year To Date YTD The report also provides a range option for the Created Date and Year To Date allowing you to select a specific date range to review The date ranges are used to calculate the Current Period totals and Year To Date totals Carrier Exception This report prints an A amp R Transport Exception report for a single claim Included in this report is the C
110. TS The Outstanding Reports are secured by access levels There are two access levels for the Outstanding Reports Report Standard and Report Management If the report has an access level of Report Standard you must have the Report Standard role assigned to you If the report has an access level of Report Management you must have the Report Management role assigned to you Outstanding Claims by Carrier This report provides a listing of all outstanding claims sorted by Company and then by Carrier The report includes the Company Claim Number Carrier Reason Freight Bill Outstanding Bill of Lading Date Filed Date Created Days Old Date Mailed Last Updated Days since Last Update totals by carrier for the company and totals for the company The report provides record selection options for the Company Name Carrier Name Created or Filed Date and Claim Type Outstanding Claims by Date This report provides a listing of all outstanding claims sorted by Company and then by Created Date in descending order The report includes the Company Claim Number Carrier Claimant Reason Bill of Lading Carrier Claim Number Outstanding amount Date Created Days Old Last Update and Days since Last Update The report provides record selection options for the Company Name Carrier Name Created or Filed Date and Claim Type Outstanding Claims by Carrier for All Companies This report provides a listing of all outstanding claims sorted by Com
111. _ PRU ERE TT i KA Doane phone ext fax cellular i other ext i i updated by last update Internet Protected Mode On 24 Move to the Phone Ext box and enter the business phone number and extension 25 Move to the Fax box and enter the business Fax number 26 Move to the Cellular box and enter the cellular phone number 27 Move to the Other Ext box and enter an alternate phone number 28 Click the Save button Click the Close button if you do not want to save this new record Either way you return to the address listing window If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated Claimant Override Tab For Companies Only Use this when you want Claimant Name and Address information to be different on claim forms and letters for this company Information entered on this tab is used for claim forms 30 Day Letter 60 Day Letter 90 Day Letter and the 120 Day Letter If you do not want to use this feature leave it blank 29 Click the Claimant Override tab five Pe evt bM EN Pt eT aT paras d 3 AM Pd Vent E vim s L Override override claimant address on claim form and letters full name line 1
112. a close Field to search Full Name v The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA Use My Company Checked True Unchecked False Company MG Corporation MG1234 Contact Mike Gard Address 123 Main St Willoughby Hills 44120 UNITED STATES gt Done Internet Protected Mode On 100 If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all companies not just the companies in your list click to remove the check mark in the Use My Company box and click the Find button Select the company responsible for filing the claim from the list and click the Apply button to return to the claim form This information is required to save a claim If the company does not exist you can create a new company record by clicking the Add button The New Company dialog box opens allowing you to enter a new Company Enter the new information and click Save to return to the claim form 7 The Claim Rep s name is automatically populated based on your login The Claim Rep is the person responsible for following up with the carrier If you are modifying a claim or entering new data select your name from the list in the Claim Rep box This information is required to save a claim 8 The St
113. abase prior to beginning the first claim Product information is required for all new Loss and Damage claims Again by entering this information first you simplify the process of creating new claims All of this information is used to enter new claims The following is an overview of the things you should do when you first use myEZClaim Create records for each of the following Consignees D Carriers n Shippers Claimants Companies Recipients Users Products Disposition Codes Release Values Conversion Rates n Liability Limits Business Groups Product Lines Subrogation Reasons Task Groups Task Rules myEZClaim 1 GETTING STARTED MyEZClaim Interface MYEZCLAIM INTERFACE The myEZClaim interface simplifies navigation through the claim application MyEZClaim includes a navigation bar and a shortcut bar The navigation bar is organized into groups My Account Claims Reports and Administration Within each of these groups is a set of shortcuts shortcut buttons to MyEZClaim s most frequently used features Clicking one of the group tabs activates that group and displays the associated shortcuts Each of the shortcuts activates a unique page within the myEZClaim page For example clicking the Claims group tab displays the Claims shortcuts buttons Outstanding Claims Closed Claims POD Claims Converted PODs Cancelled PODs All Claims Find Claim Filter View Claim Forms Claim Letters and Vi
114. aim Reason AR Status and Domestic International The report provides record selection options for the Company range Carrier range Claimant Range Filed Date range Status Code Status Type up to three Document Types Domestic International and Claim Types multiple Export Format Detail Report of Outstanding Claims By Amount This report provides a listing of claims sorted by Company and then Claim Amount The report includes the Company Code Company Name Claim Number Carrier Freight Bill Pro Carrier Claim Number Shipper Consignee Claim Reason Outstanding Amount Date Filed Days Old and Last Diary Comment The report provides record selection options for the Company range Carrier range Created Date range up to three Document Types and Claim Types multiple Export Format Paid Claims Report This report provides a listing of paid claims sorted by Company and then Claim Number The report includes the Company Claim Number Status Carrier Vendor Claimant Delivery Carrier Consignee Reason Document Origin AR Number Filed Date Delivery Date Claim Amount Total Payments Write Off Amount Payment Amount Check Number Check Date Payment Date Transaction No Transaction Date Payment Type Comments PO Number Buyer Code Vendor Code Authorization Number and email sent to The report provides record selection options for the Company range Carrier range Claimant Range Payment Date Range Status Code Status Type
115. aim Properties window opens 2 Click the Print button The form opens in PDF format Report 1 Pdf Adobe Reader File Edit View Document Tools Window Help amp 1 iid x EN Find 3 Youcan view the form save it or print it m To save the form click the save button enter a name for the file and then click Save m To print the form click the print button and click OK 120 myEZClaim WORKING WITH REPORTS MyEZClaim provides a number of management reports that assist you with tracking your claims and determining the efficiency of your carriers MyEZClaim includes reports based on claim status reason for closure and amount recovered In addition there are accounting reports including an accounts receivable report cash receipt and write off report MyEZClaim also includes listings of the businesses lookup values and products that you ve entered These reports can be run by first clicking the Reports group tab then clicking the desired shortcut Outstanding Reports Detail Reports Graphs Reports Addresses Reports or Lookup Reports and finally selecting the appropriate report The reports have several different delivery formats Adobe Acrobat PDF pdf Microsoft Excel xls Internet HTML htm and Rich Text Format rtf Adobe Acrobat PDF pdf is the default The following is a list of the reports provided with MyEZClaim and a brief description of each report OUTSTANDING REPOR
116. aims By SKU Reason This report provides a listing of claims sorted by Company SKU Reason and Claim Number The report includes the Company SKU Reason Claim Number Status Filed Date Created Date Claimant Description Quantity and Claim Amount The report includes totals of reason by SKU totals for SKU totals for Company and grand totals The report provides record selection options for Company range Claimant range SKU Product range Filed Date range Status Code and Status Type Detail Report of Pending Cancelled Claims This report provides a summary of cancelled pending claims by Company and then Cancel Reason The report lists totals for claims that have been cancelled by the Company name and the cancel reason The report includes the claim numbers claim rep carrier name product serial number claim reason bill of lading number invoice number order number claim amount and cancelled date The report also includes the totals by company for each cancel reason and for each company The report provides record selection options for Company range Carrier range Cancelled date range Status Code Status Type and Claim Types multiple Detail Report of Pending Claim Summary Report This report provides a summary of pending claims by Company The report lists totals for Pending Claims Filed Pending Claims Converted Pending Claims Canceled and Averages for the specified Current Period and the Year to Date ranges The report also i
117. aims Tasks Tab Db eI reg 56 Subrogation sss iiececc pelea sists spp we 56 Entering Vendor Shad 57 Shipping Products si sssini nesmi eene ria Den RR R EREE e EEES 64 Charges Tab sor sressresorsorers ta reS e hr 67 Documents tide resi hais aua nia ghd det dos SERAP A 68 Activities Tab eee etn nen rr rh 70 Diary Tab phe ios br Ies exar buque dee aeg d Ghd bas dws ed doni Kod enka 72 Credit Debit sois esee er Ret e Er ert ea Re Rn 72 Payments F b iis d coii Riu ise Ree nes Ee twa peed Epl 73 Claims Tasks Tab esc uh e mes exe e RR yh e Rr Foie wae Rd 73 Subrogation Tab eet na Ede bei sah ade aa e P he 73 Updating Clainis solem Enea cde 564 584 PI eI ERE Nd M 73 Opening ay Claim ish Sol desi ade RIPRHATE3 Sess eds pulse 75 Searching for Clam e anadan C Re RE RR Re RE Ue Re 75 Filtering the Claim List os 024 e educa oe 75 Updating Loss and Damage 1 77 Updating Overcharge 1 ee 81 Writing Off Claims coses entier ehm pe aee CERE E Eri dat cu E enka 85 Reversinga claim 2 err ren 86 Changing a Claim Number 0 2 0 0 ccc eere 87 E Mailing Claims and Documents 1 2 0 0 000 cece ete
118. al Clam Amount gt 500 w 07 12 2009 Jane Demo al e 7 Lookup Reports Detail Report of Claims by Dom Int with column basic filter w 08 08 2009 Jane Demo J o Letters Reports Scheduler Ad Hoc Report 2009 TranSolutions Inc All rights reserved 4 3 Click the Go button D next to the report you want to run The File Download dialog box opens File Download I Do you want to open or save this file Name Report Xls ead Type Microsoft Office Excel 97 2003 Worksheet 132KB From test2008 myezclaim com Seve med F C While files from the Intemet can be useful some files can potentially harm your computer you do not trust the source do not open or save this file What s the risk myEZClaim 147 Ad Hoc Reports 4 You can open the file or save it m Opening the File Click the Open button The file opens in MS Excel you can then print or save the file in MS Excel amp Saving the File Click the Save button The Save As dialog opens New Folder Favorite Links Name Size Type Date modified je E Documents i ben SB Recent Places WE Desktop Computer L Public More a Computer Folders E File name Save as type Microsoft Office Excel 97 2003 Worksheet Hide Folders Select a location to save the file In the File Name field enter a name for the fi
119. and damage claim Overcharge claims are used for excessive charges on the freight bill You must have the freight bill information in order to complete the overcharge claim Once you have completed the Getting Started section you re ready to begin entering your claims If you have a claim that involves a lookup value that you haven t yet entered you need to enter that information first and then enter your claim You do not have to enter your businesses or products before your claims you can enter new businesses and products from within the claim form Processing claims involves several steps You need to first enter your claims After entering your claims you generate the claim forms that can be sent to the carriers You also generate follow up letters for claims that haven t yet been closed MyEZClaim generates letters for claims that are 30 60 90 and 120 days past due It s as easy as a click of the mouse Finally as you receive acknowledgements of or payments against your claims you update your claims to reflect these events The following is an overview of the steps involved in claims processing ENTERING LOSS AND DAMAGE CLAIMS Entering Claims O Generating Follow Up Letters O Generating Claim Forms Entering Claim Updates The information you enter for a claim is used when you generate the claim form and follow up letters l 2 Click the Claims group tab The Show Outstanding Claims page opens Click the Ne
120. as based on weight the 100 Weight calculation method is used The Rate is divided by the product of the Weight and 100 The actual Freight Amount is calculated based on the information entered in the Overcharge Calculation area If the Freight Amount is not correct correct the amount shown The Freight Amount is then subtracted from the Paid Amount and the resulting figure is placed in the Overcharge box The Overcharge value cannot be manually modified This is the value that is used for the Overcharge Claim Form in addition to any other Overcharge items on the claim The Updated By box shows the person who last created or modified the overcharge It is for display only you cannot manually modify it 12 13 14 15 16 PROCESSING CLAIMS Entering Overcharge Claims The Last Update box shows the date of when the overcharge was created or last modified It is for display only you cannot manually modify it Click the Save button to return to the Overcharge Items tab If there are any applicable discounts enter the value in the Discount Amt box Enter any applicable freight charges in the Freight Amt box If there any other applicable charges to include the claim form enter the values on the Add Charges tab The Total Amt is calculated based on the products listed minus any values listed in the Reimbursement Amt Write Off Amt and Discount Amt boxes The Total Amt also adds any charges in the Freight Amt and
121. at you can generate Each of these with the exception of the Open 92 myEZClaim Claim Reminder Letters prompt you to update the database The Open Claim Reminder Letters can be printed as many times as you feel is necessary the database does not require an update for this letter 30 Day Letters 90 Day Letters 60 Day Letters 120 Day Letters Open Claim Reminder Letters PROCESSING CLAIMS Processing Follow Up Letters GENERATING FOLLOW UP LETTERS The instructions provided in this section are the same for 30 day 60 day 90 day 120 day follow up letters and general letters Simply click the Run button next to the appropriate letter to be generated 1 Click the Claims group tab 2 Click the Claim Letters shortcut The Generate Claim Letters dialog box opens myEZClaim Claim Letters Generate Claim Letters 30 day letters that are ready to be processed 60 day letters that are ready to be processed 90 day letters that are ready to be processed 120 day letters that are ready to be processed Internet Protected Mode On If there are no claims requiring follow up letters for that time period you will see a 0 next to the Run button for the appropriate letter 3 Click the Run button next to the appropriate letter to generate the letters PRINTING GENERATED FORMS AND LETTERS 1 From the Claims page click the Claim Letters shortcut The Generate Claim Letters dialog box opens 2
122. atus box displays the default of OUTSTANDING myEZClaim 97 RETURN AUTHORIZATIONS Entering Return Authorizations 9 Click the Claimant button The Find Claimant dialog box opens MyEZClaim Find Claimant Internet Explorer provided by Dell e http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp v Find Claimant T Field to search Full Name The asterisk be used for a wild card search in your criteria n Find criteria Max records 30 M Find region NORTH Use My Claimant Checked True Unchecked False Claimant ABC Logistics Inc Contact Anne Smith Address 1231 5 A Street Corvallis OR 97623 Claimant Bay Logistics Inc posed John Larsen ress 9356 w Street Anyplace CA 90310 4 Internet Protected Mode On amp 1005 If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all claimants not just the claimants in your list click to remove the check mark in the Use My Claimant box Select the appropriate business from the Claimant list and click the Apply button to return to the claim form This information is required to save a claim If the Claimant is not in the list click the Add button The New Claimant dialog box opens allowing you to enter a new Claima
123. ay Letter and the 120 Day Letter m Click the Browse button The Choose File dialog box opens m Locate and select the logo you want to use for claim forms and letters m Click the Open button to return to the New Company dialog box Address Tab 18 19 20 21 22 Click the Address tab PAD DEP P _ Ed Aenean NC eee pP NICA OTT ofi cR TT Override line 1 line 2 city state province v zip country UNITED STATES v updated by last update Internet Protected Mode On Move to the Line 1 box and enter the first address line Some businesses may require two lines for their address You can use Line 1 and Line 2 in these cases For example you can enter both the street address and the post office box information for a business Move to the Line 2 box if necessary and enter the second address line Move to the City and enter the city Move to the Zip Country box and enter the zip code and select the country from the list If the default country is not correct enter the first character and keep pressing the key until the country appears If you ve entered both a street address and a post office box enter the zip code for the post office box Once you have entered the correct country enter the State Province Phone Tab 23 Click the Phone tab GETTING STARTED Working with the Lists of Businesses ET mr ie aqui _
124. bService ImportExcelFile aspx accountldz3 amp userld v Browse Impott Results Ignore task creation for these claims m Internet Protected Mode On Import Fields 3 Ifyou do not want tasks created for the claims being imported check Ignore task creation for these claims 4 Click the Browse button The Choose File dialog box opens Choose file QGO gt January Claims Search By Organize v EH Views Mm New Folder Favorite Links E Documents Ig Music Pictures More Folders Ji Public 1M Computer Network Control Panel 5 Recycle Bin 7 artA01 7 Documentation January Claims n Daument Caleulz 7 File name myEZClaim 157 Import Fields 5 Browse to the file you want to import and then double click on it The Choose File dialog box closes 6 Click the Import button You may have to wait a couple of minutes while the claims are imported Once the import is complete you will have messages in the Results section that tell you what claims imported If there are any errors correct and re import only those claims e ImportExcelFile Internet Explorer provided by Dell myEZClaim Import Claims Click Browse to select the Microsoft Excel file you want to import or type the path to the file in the box below Click Import when you are finished selecting a file
125. button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page If you saved the new record it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated EDITING AN EXISTING SUBROGATION CODE RECORD You can edit a subrogation record at any time The process of editing an existing record is similar to that of creating a new record 1 2 3 Click the Administration group tab The Administration page opens Click the shortcut for Subrogation Reasons Click the record to be modified The Subrogation Reasons Properties dialog box opens with the current information displayed myEZClaim 15 GETTING STARTED Working with the Lists of Reasons 16 myEZClaim 4 5 Move to the box you wish to modify and make the required change s Click the Save button to save the new record Click the Close button if you do not want to save this new record Either way you return to the listing page The current date is automatically placed in the Last Update box and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated DELETING A SUBROGATION REASON You can delete an existing subrogation reason at any time as long as it is not associa
126. can also be the same firm as the Shipper Insurance The Insurance Company is the business that is responsible for the claim Companies ADDING A BUSINESS RECORD When you first use MyEZClaim you may want to enter a list of companies with whom you do business This makes the claims processing task much simpler However if you choose you can enter the information on an as needed basis 1 Click the My Account tab The My Account page opens 2 Click the shortcut for the business type Companies Consignees Carriers Shippers Claimants or Insurance Companies 3 Click the Add button The New lt BusinessType gt dialog box opens GETTING STARTED Working with the Lists of Businesses myEZClaim amp Carrier Properties Internet Explorer provided by Dell 2988 le http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Pages Carriers_Po code scac full name email address website url contact name contact email region in my carrier Checked True Unchecked False is active Checked True Unchecked False aeu Checked True Unchecked False updated by last update line 1 line 2 city state province zip country UNITED STATES updated by last update Internet Protected Mode On 4 Enter a value for the Code using any combination of characters This value is used for tracking information on this bu
127. can use Line 1 and Line 2 in these cases For example you can enter both the street address and the post office box information for a business Move to the Line 2 box if necessary and enter the second address line Move to the City box and enter the city Select a State Province from the list If the State Province is not in the list move to the Country box and select a country Once you have selected a country you can enter the State Province Move to the Zip Country box and enter the zip code and select the country from the list If you ve entered both a street address and a post office box enter the zip code for the post office box Click the Phone tab Move to the Phone Ext box and enter the phone number and extension Enter Fax Cellular and Other Ext numbers in the appropriate boxes NOTE You must save the record before you can assign Profiles Filters and Companies to the user 24 Click the Save button to save the record Click the Close button if you do not want to save this new record Either way you return to the user listing window If you saved the new user it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated ASSIGNING ACCESS PERMISSIONS TO USERS 1 2 3 4 Click the My Account group tab The My Account page opens Cl
128. cation determines how many days between email notifications If a 0 zero is entered only the New Task email will be sent No other notifications will be sent Move to the Number of Notifications box Select how many notifications to send Move to the Description box Enter a description for the task Move to the Comments box Enter any comments for the task On the Groups tab select the group s that will be responsible for completing the task On the Administration Groups tab select the group s that will be notified when the task is closed Ifthere is a charge to the contractor click the Charge to Contractor tab and check the box charge to contractor Enter all applicable information Click the Save button RETURN AUTHORIZATIONS E Mailing Return Authorizations and Documents After you ve made the required updates click the Save button to close the Claim Properties window and save the updated information If you need to cancel the changes you ve made simply click the Cancel button and the window is closed NOTE Any changes made in Shipping Products Documents Activities Diary or Claim Tasks are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections E MAILING RETURN AUTHORIZATIONS AND DOCUMENTS myEZClaim allows you to e mail return authorizations once the required information is entered You must enter at least one product and enter in the following documents b
129. ceivable Move to the Domestic International box and select the type of shipment By default this is set to Domestic This information is required to save a claim Move to the Document Origin box and enter the origin of the claim documentation The Additional Claim Information link allows you to enter more information for the claim This link is not active until after the claim is saved Move to the Requester Name box and enter the name of the person or organization requesting the claim Move to the Recovery Amt box and enter the anticipated claim recovery Move to the Cost Center box and enter the cost center responsible for the claim 31 32 33 34 35 36 37 38 39 40 41 42 PROCESSING CLAIMS Entering Overcharge Claims Move to the Vehicle box and enter the number The vehicle number can be the container or trailer box number Move to the Seal box and enter the number Move to the Seal Intact box and enter the information Move to the Date Requested box and click the calendar button and select the date This information is required to save a claim Move to the Date Filed box and click the calendar button and select the date filed This information is required to save a claim The Cycle Time box contains the number of days from the date requested to the date filed The number of days is system generated and cannot be modified There is no date until the claim is saved The Updated box contains
130. cheduler The fields shown on the Report Parameters tab are specific to the selected claim Some report parameters require specific knowledge of the database such as Server AccountID and UserID Contact your MyEZClaim administrator to obtain the information you need for these fields The majority of these fields are identical to the parameters that are required when you run the report manually A Test link is available to test the report to see what it will look when it is emailed myEZClaim 141 Ad Hoc Reports AD HOC REPORTS The Ad Hoc Report allows you to create custom reports You can then share them with all users or leave them so that only you and the site administrator have access to them When you click on the Ad Hoc Report button you are shown a list of all custom report that you have access to CREATING AN AD Hoc REPORT 1 Click the Reports group tab 2 Click the Ad Hoc Report button The Ad Hoc Report page opens Member myEZClaim amp Administrator Company Demo Company Access Level Site Administrator Powered by TranSolutions Inc Home Help Logout My Account Claims Reports Tasks Administration Dashboard Ad Hoc Report Reports Reports Report Filters Report Fields Report Options Outstanding Reports Detailed Reports Displaying Page 1 of 1 Records 1 to 2 of 2 report name c created date created by Graphs Reports m Addresses Reports Detail Report using Ad Hoc Report Total Claim Amoun
131. cludes the following information from the claim Trailer Number Shipment Date Shipper Name Consignee Name Company Name Claim Invoice Number The letter requests copies of the Bill of Lading Loading Unloading Sheets Inspection Reports Ingate Outgate J 1 and Proof of Delivery Form Bill of Lading This report prints a Bill of Lading form based on the claim Form Carrier Return Authorization This report prints a return authorization based on the Return Authorization claim type Form Claim Salvage Report This report prints a salvage report based on the claim It includes the carrier s information claim number Pro number company information Bill of Lading Acct Rec and the product information from the claim Form Damage Summary This report prints a damage summary letter The letter includes the following information from the claim Consignee name consignee phone consignee contact name product information Bill of Lading PO and Acct Rec The letter also allows for you to include comments when the report is run Form Dealer Return Authorization This report prints a return authorization letter based on the claim The letter includes the following information from the claim consignee name consignee address consignee contact name consignee phone number consignee fax Acct Rec claim number and product information The form requires that you specify the shipper and the company to schedu
132. column basic filter w 08 08 2009 Jane Demo J e o Letters Reports Scheduler 2009 TranSolutions Inc All rights reserved lt m 3 Click the x button that is in the row for the selected report A dialog opens asking if you really want to delete the report Click OK to delete the report 150 myEZClaim IMPORTING CLAIMS FROM EXCEL MyEZClaim allows you to import a maximum of 1 000 Loss and Damage claims from a Microsoft Excel spreadsheet For the import template contact your myEZClaim administrator The following is a description of required data in the required order IMPORT FIELDS Claim ID Required The claim ID is required to import a claim If you would like to have the claim numbers created automatically you can specify the two of three character claim ID identifier and have myEZClaim automatically number the claims by entering the character after the claim ID identifier For example If you wanted the claim ID to begin with LD in the claim ID field you would enter LD Status Required The Status is required to import a claim The only accepted values are Closed Open and Pending If the Status field does not contain one of these values when importing the claim an error message will be shown and the claim will not import Reason Required The Reason is required to import a claim The Reason should match one of the Reason lookups for your company If the Reason entered in
133. ction options for a Company Range Consignee Range Current Period Range and Year to Date Detail Report of Claims By Diary Notes Category This report provides a listing of claims for the specified criteria This report breaks out the claims by claim status diary note type company name and then claim number The report includes claim status diary note type claim number company diary date diary notes vendor number vendor name vendor address vendor phone amount claim rep carrier claimant filed date and recovered amount The report provides record selection options for a Company Range Carrier Range Claimant Range Filed Date range Diary Date range Diary Note Category Status Code Status Type and Claim Types multiple Detail Report of Claims by Inbound and Outbound This report provides a listing of claims sorted by Company Consignee Acknowledgement or Paid Date first for claims which do not specify whether the shipment was Inbound or Outbound Acknowledgement or Paid Date for Inbound Claims and Outbound claims and finally by Claim ID The report includes the Company Consignee Claim Number Status Date Created Carrier Claim ID Reason Paid Ack Date Adjustment and Claim Amount The report provides record selection options for the Company Carrier Created Date Status Code and Claim Types multiple 128 myEZClaim WORKING WITH REPORTS Detailed Reports Detail Report of Claims by Inbound and Shipper This rep
134. ctivities tab loss and damage claim 38 54 70 108 add a lookup value record 11 add a product to the product master list 20 add a reason record 11 address records 6 business lists 6 business types 6 cancelled claims overcharge claim 81 cash receipt report 126 changing currency 35 66 105 Claim Acknowledgement 90 117 119 Claim Confirmation 90 117 119 claims emailing 88 115 Claims Filed by Carrier 127 claims processing 25 95 claims summary report 152 claims summary report by customer location 152 conversion rates 11 currency changing type 35 66 105 database 1 delete a lookup value record 12 16 delete a product record 21 delete a reason record 12 16 delete a user 169 delete an address record 10 denied claims loss and damage claim 77 113 overcharge claim 81 detail report claims by inbound and outbound 128 claims by inbound and shipper 129 claims by reason 129 claims by status 123 129 diary note edit loss and damage claim 77 113 overcharge claim 81 loss and damage claim 39 55 72 109 diary tab loss and damage claim 39 55 72 109 disposition 35 66 104 disposition values 11 documents emailing 88 115 documents tab loss and damage claim 36 37 51 52 67 68 105 106 edit a lookup value record 12 15 17 edit a product record 21 edit a reason record 12 15 17 edit a user 168 edit an address record 10 emailing claims 88 115 documents 88 115 enter a loss and damage claim 25 57 95 files 1
135. d Product Paste Products Multiple Products Delete Product Enterprise Edition Done Internet Protected Mode On 100 Click the Add Product button to add a new product to the claim The New Product dialog box and the Find Product dialog opens MyEZClaim Find product Internet Explorer provided by Dell Ir le diBusinessGroup ddIProductLine ttSubProduct amp OutputFields 0 1 1 2 3 4 5 6 amp ShowAdd trud Fina product KITE Field to search Product Id X The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Use My product Checked True Unchecked False Angel Hair Pasta 232379 A j Atlantic Salmon 2346346 Chicken nuggets 70907 Chicken Sandwich 373 Chocolate cupcakes 123 456 Codfish Fillets Case 67554 A5656 E Juice Apple 10096 6477921 Juice Cranberry Cocktail 1596 0515791 Juice Fruit Blend 100 1477942 Juice Grape 10096 1477934 100 0515817 Juice Prune 100 Cup 0511618 Mid Section Support Beam C7507A Done Internet Protected Mode On 100 From the Product list double click the product for which the claim is being issued The product s price and weight are copied into the Price and Weight boxes respectively This information is required to save a claim
136. d by the Total Amt minus any payments made The Outstanding Amt is for display only you cannot manually modify this value The currency is shown in USD To change the currency click the Globe icon and select a different currency PROCESSING CLAIMS Entering Vendor Claims NOTE Any additions or changes to the Shipping Products information are NOT cancelled by clicking the Cancel button in the Claim Properties window this does not include the Reimbursement Amt Write Off Amt Discount Amt Freight Amt and Other Amt You must manually undo any modifications you ve made in this section Using the Paste Products Button The Paste Products button is available to allow SAP users to copy product information from your SAP screen and paste the part number and Quantity to the products screen From the Claim Properties page click the Paste Products button The Copy amp Paste Products dialog box opens You can copy the products from the SAP screen only the part number and quantity and paste to the screen Edit the screen for the correct part number and quantity Using the Multiple Products Button The Multiple Products button is available to allow you to add multiple products all at once You can copy and paste the information from another screen or just type in the information From the Claim Properties page click the Multiple Products button The New Product dialog box opens Enter the information and then Save to return to claim NOTE When us
137. d in Administration are maintained by the myEZClaim Administrator List of all users including login history Dashboard The Dashboard tab is restricted to users who have the Read Dashboard role The Dashboard Shows Top 20 Carrier Claims Filed in the last 12 months Top 20 Carriers Who Owe Money Top 20 Carriers with Claims Paid in the Last 12 Months myEZClaim S GETTING STARTED Working with the Lists of Businesses 6 myEZClaim WORKING WITH THE LISTS OF BUSINESSES After you open MyEZClaim for the first time you want to enter information regarding the businesses that can be involved with your claims You ll be creating lists of consignees carriers shippers etc Of course you may not be able to enter all of the businesses at first As you continue to use MyEZClaim you will have claims involving businesses that haven t yet been entered You can add new businesses at any time You will occasionally find it necessary to update your existing records For example a Consignee s address phone number or contact may change Once you update the address information any future references to that business such as follow up letters claim forms etc will include the new information While authority to delete certain records are restricted by your account administrator you may find it necessary to delete records For example if a carrier is entered in error and you don t use it you may want to remove their in
138. d selection options for the Company range Claimant range Reporting Period and Claim Types multiple Detail Report of Claims Settlement By Carrier This report provides a listing of claims by Company Carrier and Claim Number The report includes the Company Carrier Claim Number Consignee Claim Number Status Filed Date Date Closed of Days Claim Amount Payment Amount Write Off Amount Outstanding Amount Paid and includes any cancelled rejected or denied information for the claim The report has totals for each carrier and company The report also includes grand totals The report provides record selection options for the Company range Carrier range Filed Date range Status Code Status Type and Claim Types multiple Detail Report of Claims Summary Report This report provides a list claim counts and claim amount for the current period and year to date specified The information is broken down for each Company The claims are broken out by claims filed claims recovered denied rejected cancelled subrogation and outstanding The report provides record selection options for the Company range Carrier range Current Period range Year to Date range Detail Report of Daily Transaction Logs This report provides a list of daily transactions for the period specified The report is broken out into daily totals for the company and then daily totals for each user The report includes number of logins new claims updated claims l
139. dd information 2 Click Add Task The New Claim Task dialog box opens e myEZClaim Claim Task Internet Explorer provided by Dell le http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimTask Popup aspx claimld New Claim Task Notification Schedule Refresh PENDING Initial Email New Task 1 6 2009 2nd Request Notification Email 1 13 2009 3rd Request Notification Email 1 20 2009 4th Request Notification Email 1 27 2009 Final Email To Be Paid Notification priority status due date Normal Open 1 6 2009 E i days until notification number of notifications 7 5 Initial 2nd 3rd 4th and final description comments Administration Groups Charge To Contractor Andy Demo E Atlanta Hub Internet Protected Mode From the Priority list select the priority for the task 4 The Status list will default to Open The task is considered open until it completed Once it is completed the Status should be set to Closed 5 Move to the Due Date box If the date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar The Due Date indicates when the second request email will be sent 6 Move to the Days Until Notification box If the number is not correct enter a new number The Days Until Notification determines how many days between email notifications If a 0 zero is enter
140. de list PROCESSING CLAIMS Entering Loss and Damage Claims 13 Move to the Serial Number box and enter the serial number 14 Move to the Invoice Number and enter the invoice number 15 Move to the Sales Order Number box and enter the sales order number 16 The Business Group and Product Line default to what is configured on the Product If this information is not correct select the business group and product line from the list NOTE You can calculate the line item total using either the Product Disposition method or the Release Value method m Product Disposition Method By default the Disposition Method is calculated as Quantity Price Disposition Percentage The disposition method can be calculated as Price Weight Disposition Percentage by checking the Catch Wt Calc check box under the Weight box a Select the Disposition option The Disposition list is enabled b Select the appropriate product disposition and discount from the Disposition list If you need a disposition that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe disposition discount needs to be modified move to the Percent box and enter a new percent discount A line item total is displayed in the Line Total box This is the product of the Quantity and the Price less the discount either from the Disposition or the Percentage
141. dress trans mode acct rec requester name vehicle domestic international Domestic recovery amt seals document origin seal intact date requested 8 10 2009 3 date filed 8 10 2009 cost center cycle time lo days additional claim information updated Er shipped from tariff authority origin destination et NN Les writ mt grt amt add apii outstanding amt adf 6 Click the Company button The Find Company dialog box opens My ZClaim Find Company Intenet Explorer provided by Dell lelak le http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd Find Company Field to search Full Name X The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA Use My Company v Checked True Unchecked False Company MG Corporation MG1234 Contact Mike Gard Address 123 Main St Willoughby Hills OH 44120 UNITED STATES Internet Protected Mode On Select the company responsible for filing the claim from the list and click the Apply button myEZClaim 43 PROCESSING CLAIMS Entering Overcharge Claims 44 myEZClaim If you would like to see all companies not just the companies in your list click to remove the check mark in the Use My Company box and click t
142. duct Line Properties dialog box opens Make the necessary changes and then click the Save button You are returned to the Product Lines page myEZClaim 19 GETTING STARTED Working with Products List DELETING A PRODUCT LINE You can delete an existing record at any time as long as it is not associated with a claim or a product You should use caution when deleting a record once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options 3 Click the shortcut for Product Lines The Product Lines page opens A list of Product Lines is displayed and sorted by code 4 Click the Product Line you want to delete The Product Line Properties dialog box opens Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list Click Close to return to the address listing window ADDING A PRODUCT TO THE PRODUCT LIST You can add a product to the Product Master List at any time Once a product has been added to the list you can use that product in a claim 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products page opens 3 Click the Add Product button The New Product dial
143. ducts list when entering a claim Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Products page If you saved the new record it is displayed in the list EDITING AN EXISTING PRODUCT RECORD You can edit an existing product record at any time The process of editing an existing record is similar to that of creating a new record 1 Ux 2099 Click the My Account group tab The My Account page opens Click the shortcut for Products The Products page opens A list of Products is displayed and sorted by Code Click the record to be modified The Product Properties dialog box opens Move to the appropriate box and make the required change Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Products page If you saved the new record it is displayed in the list DELETING A PRODUCT RECORD You can delete an existing record at any time as long as it is not associated with a claim You should use caution when deleting a record once it is deleted it cannot be recovered 1 2 3 4 Click the My Account group tab The My Account page opens Click the shortcut for Products The Products page opens A list of Products is displayed and sorted by Code Click the record to be deleted The Product Properties dialog box opens Click the Delete button A message is displayed asking Are
144. e Ea Delete Close New Additional Charge Save amp Add New charge type X amount updated by last update Internet Protected Mode On Select the Charge Type from the list Move to the Amount box and enter the charge amount If you have more charges to enter click the Save amp Add New button This will save the charge to the claim and open another New Additional Charge dialog box If you have no more charges to enter click the Save button to return to the claim DOCUMENTS TAB The Documents tab contains information regarding the documentation associated with the claim 1 ewm EN e TN NM EE UCM 8 t v ve EE From the Claim Properties window select the Documents tab eee a TEN n NU EE ation fe AA Apo On bl ROS S mmm j y description comments No Documents have been entered ene 0 files attached OMB of 1MB allowed Enterprise Edition Internet Protected Mode On 52 myEZClaim PROCESSING CLAIMS Entering Overcharge Claims Click the Add button The New Document dialog box opens i myEZClaim Claim Document Internet Explorer provided by 5 jsstssss e http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Document New Document Save amp Add New document type document id date of 12 29 2008 file name updated by las
145. e Save button Claim Rejected 8 Ifthe claim has been rejected click the Activities tab and move to the Rejected Code box to enter the date on which the claim was rejected You can use the calendar button to open the calendar and select the appropriate date 9 Move to the box to the right of the Rejected Code box and select the reason that best describes why the claim was rejected 10 Change the Status of the claim upper right hand corner to Closed 11 Click the Save button Claim Denied 12 If the claim has been denied click the Activities tab and move to the Denied Code box to enter the date on which the claim was denied You can use the calendar button to open the calendar and select the appropriate date 13 Move to the box to the right of the Denied Code box and select the reason that best describes why the claim was denied 14 Change the Status of the claim upper right hand corner to Closed 15 Click the Save button Reprint Claim Form or Letter 16 If you need to re print a letter or regenerate a claim form you can do so by removing the appropriate activity on the Activities tab The Mailed box indicates when the claim form was generated 17 Once the date has been removed you must close the Claim Properties window and regenerate the required document Diary Select the Claim Diary tab to add or modify the claim diary notes See Diary Tab for information on adding claim diary notes to a claim myEZClaim
146. e Verified box 12 Move to the Comments box and enter any comments associated with the payment 13 Click Save to return to the Claim Properties window You can modify an existing payment by selecting the payment Make the required changes in the Payment Properties dialog box and click Save to return to the Claim Properties window You can delete an existing payment by selecting the payment and clicking the Delete button in the Payment Properties dialog box A confirmation dialog displays asking if you are sure you want to delete the record Click OK to delete the record or Cancel to keep the record You are returned to the Claim Properties window After you ve made the required updates click the Save button to close the Claim Properties window and save the updated information If you need to cancel the changes you ve made simply click the Cancel button and the window is closed 82 myEZClaim PROCESSING CLAIMS Updating Claims Entering a Claim Task 1 2 10 11 12 13 Select the Claim Tasks tab to add information Click Add Task The New Claim Task dialog box opens r myEZClaim Claim Task Internet Explorer provided by Dell a A le http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimTask Popup aspx claimld v New Claim Task Notification Schedule Refresh PENDING Initial Email New Task 1 6 2009 2nd Request Notification Email 1 13 2009 3rd Request Notificati
147. e and rate from the Release list If you need a release value that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe release value rate needs to be modified move to the Release Value box and enter a new release value A new Line Total is calculated This is the product of the Quantity and Weight and Release Value If you have multiple products to add click Save amp Add New to keep adding products If this is the last product to be added to the claim click the Save button to return to the Claim Properties window If there are any applicable discounts enter the value in the Discount Amt box Enter any applicable freight charges in the Freight Amt box RETURN AUTHORIZATIONS Entering Return Authorizations 20 If there are any other applicable charges to include on the claim form enter the charges on the Add Charges tab These charges will be totaled in the add charges box The Add l Amt is for display only you cannot manually modify this value 21 The Total Amt is calculated based on the products listed minus any values listed in the Reimbursement Amt Write Off Amt and Discount Amt boxes The Total Amt also adds any charges added in the Freight Amt and Add Charges boxes The Total Amt box is for display only you cannot manually modify this value The Outstanding Amt is calculated by the Total Amt minus an
148. e date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar Click the Save button when you are done If you are not going to attach a document click the Close button to return to the claim Click the Attach button to attach the document to the claim if applicable The File Attachment dialog box opens e myEZClaim Add File Attachment Internet Explorer pr C B le http test2008 myezclaim com Navigation Claims Pages FileAttachm myEZClaim File Attachment From Disk From Outlook Click Browse to select the file or type the path to the file in the box below Click Save when you are finished Internet Protected Mode On You can attach files by using the From Disk or From Outlook options If you are attaching From Disk Click the Browse button The Choose File dialog box opens Locate and select the document you want to attach to the claim Click the Open button to return to the File Attachment dialog box Click the Save button to return to the New Document Dialog box If you are attaching From Outlook Select the From Outlook radio button Click the Get Emails button RETURN AUTHORIZATIONS Entering Return Authorizations Locate and select the email document you want to attach to the claim Click the Save button to return to the New Document Dialog box NOTE comments entered the Comments box will be printed
149. e done If you are not going to attach a document click the Close button to return to the claim myEZClaim 37 PROCESSING CLAIMS Entering Loss and Damage Claims 38 myEZClaim 7 Click the Attach button to attach the document to the claim if applicable The File Attachment dialog box opens e myEZClaim Add File Attachment Internet Explorer pr le http test2008 myezclaim com Navigation Claims Pages FileAttachm myEZClaim File Attachment From Disk From Outlook Click Browse to select the file or type the path to the file in the box below Click Save when you are finished Browse 8 Youcan attach files by using the From Disk or From Outlook options If you are attaching From Disk Click the Browse button The Choose File dialog box opens Locate and select the document you want to attach to the claim Click the Open button to return to the File Attachment dialog box Click the Save button to return to the New Document Dialog box If you are attaching From Outlook Select the From Outlook radio button Click the Get Emails button Locate and select the email document you want to attach to the claim Click the Save button to return to the New Document Dialog box NOTE Any comments entered in the Comments box will be printed on the claim form ACTIVITIES TAB The Activities tab contains information that helps you track the status of the claim If you have contacted the carrier to inf
150. e right to make changes to any and all portions of the Software or Documentation at any time and from time to time without obligation to notify Licensee thereof TranSolutions Inc 22015 N Calle Royale Scottsdale AZ 85255 Telephone 480 473 2453 Copyright 1999 2009 TranSolutions Inc All Rights Reserved 9 21 09 myEZClaim How TO CONTACT TRANSOLUTIONS Phone 480 473 2453 FAX 480 473 2454 E Mail sales TranSolutionsInc com Web Page www TranSolutionsInc com Mail TranSolutions Inc 22015 North Calle Royale Scottsdale AZ 85255 vi myEZClaim CONTENTS Getting Started 1 MyEZClaim Interface 0 0 cence ence hn 2 myEZClaim Navigation Bar 3 Working with the Lists of Businesses 1 0 2 0 00 cc cece cette tenes 6 Business Types ui dot rao Ried ie did a be debe 6 Adding a Business Record 1 0 0 0 cece ete es 6 Editing an Existing Address Record 2 0 0 eese 10 Deleting an Address Record 2 0 cc ccc eh 10 Working with the Lists of Reasons 10 LOOKUp Valu e8 525e 93e yaad s gns anode Daa Naas edes 11 Adding a Disposition Code or Release Value Record 11 Editing an Existing Disposition Code or Release Value Record 12 Deleting a Disposition Code or Release Value Record 12 Adding a Liability Limit 0 0 0 dats De
151. e to the Memo Number box and enter the memo number Go to the Memo Date and use the calendar button to select the date Go to the Memo Bill To Ship To box and enter the relevant information D Mop ek Click the Print button The Credit or Debit memo form will appear in a PDF file for printing Save or print the form Close the screen to return to the Claim Properties window PAYMENTS TAB The Payments tab is used to keep track of payments received against the claim Generally you won t enter any other information in the Payments tab when first entering a claim This information is entered when updating a claim CLAIMS TASKS TAB The Claim Tasks tab is used to keep track of tasks for the claim Generally you won t enter any information in this tab when first entering a claim This information is entered when updating a claim SUBROGATION TAB The Subrogation tab is used to keep track of payments made for the claim Generally you won t enter any information in the Subrogation tab when first entering a claim This information is entered when updating a claim ENTERING OVERCHARGE CLAIMS WS PoON SHOE dH d ee When you enter claims you can automatically generate claim forms and follow up letters The information you enter for the claim is used when you generate the claim form and follow up letters 1 Click the Claims group tab The Outstanding Claims page opens You can sort the claims by selecting Claim Number Carriers Delive
152. eated box shows the date of when the activity was created or last modified It is for display only you cannot manually modify it 5 Click the Save button Generally you won t enter any other information in the Activities tab when first entering a claim This information is entered when updating a claim Some of the boxes in this tab are automatically updated When the claim is created the Created Date is filled with the current date When you update a claim the Last Update box is filled with the current date 108 myEZClaim RETURN AUTHORIZATIONS Entering Return Authorizations NOTE Any changes made in Shipping Products Documents Activities Diary or Claim Tasks are NOT by clicking the Cancel button You must manually undo any changes you ve made in these sections DIARY TAB The Diary tab is used to add diary notes that help you keep track of the events associated with the claim 1 From the Claim ee window select the Diary tab a n pe FT J ZU d EV DEEP MEE v me A summ uem date of updated by comments 12 18 2008 myEZClaim Administrator d Return Authorization created by myEZClaim Administrator on 12 18 2008 6 12 20 PM Add Diary Enterprise Edition Done m Protected Mode On 410 cancelled 2 Click the Add Diary button to add a new diary note The New Diary Entry dialog box opens e myEZClaim Claim Diary Properties Internet Explorer provid B
153. ed only the New Task email will be sent No other notifications will be sent 7 Move to the Number of Notifications box Select how many notifications to send 99 Move to the Description box Enter a description for the task 9 Move to the Comments box Enter any comments for the task myEZClaim 79 Updating Claims 10 On the Groups tab select the group s that will be responsible for completing the task 11 On the Administration Groups tab select the group s that will be notified when the task is closed 12 If there is a charge to the contractor click the Charge to Contractor tab and check the box charge to contractor 13 Enter all applicable information Click the Save button Entering Subrogation 1 2 B 10 11 Select the Subrogation tab to add information Click Add Subrogation to create a new record The New Subrogation dialog box opens e myEZClaim Claim Subrogation Internet Explorer provided by Dell rwy ___ M 00 le http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimSubrc New Subrogation payment date payment type 12 30 2008 E payment amount check number reason trans number trans date description updated by n a last update n a amp Internet Protected Mode On 10095 v From the Payment Type list select the payment type that best describes the payment Move to the Payment Amou
154. ee may install and use the Software on any single stand alone computer or install the software on a network file server and use the Software on any work station connected to such file server so long as only one work station accesses the Software at any given time Licensee may physically transfer the software from one stand alone computer or network file server to another provided the Software is completely removed from the first computer or file server Licensee may distribute to end users certain portions of the Software in accordance with the provisions of Section 3 of this Agreement Licensee may make a reasonable number of copies of the Software for archival and back up purposes only Licensee will not install or use the Software on more than one stand alone computer or network file server and will not use the Software on multiple work stations simultaneously Licensee will not make any copies in whole or in part of the printed Documentation or any help file Licensee will not rent lease sublicense reproduce modify or time share the Software or Documentation Licensee will not distribute to others any copies in whole or in part of the Documentation or the Software except as specifically provided in this Agreement Licensee will not reverse engineer decompile or disassemble the Software or Documentation to create any product to provide functionality substantially similar to that provided by the Software 2 TAXES Licensee shall pay all taxes
155. efore printing or emailing the Return Authorization Form Loss or Damage Claim Form Bill of Lading and Purchase Order If these have not been entered prior to clicking the Print button an error message will indicate what information is missing 1 Open the return authorization you want to e mail The Claim Properties window opens 2 Click the EMAIL button The Email Message dialog box opens z E e myEZClaim Email Properties Internet Explorer provided by Dell a http test2008 myezclaim com Navigation Claims Pages Email Popup aspx claimld 77658subject Outstanding Clair v myEZClaim Email Message Please enter valid email addresses name company com separated with a comma or semicolon fe bcc from noreply myezclaim com subject Outstanding Claim LD1000000119 Demotronics Attachment 0 00 ij V Attach Claim 4 7 Attach Claim Documents F Attach Claim Diaries Report Zip Attachments Request Confirmation Internet Protected Mode On myEZClaim 115 RETURN AUTHORIZATIONS E Mailing Return Authorizations and Documents You can type the e mail addresses in the To CC and BCC boxes or click one of the buttons to select an email address from the list m Recipients button Click the Recipients button to select an address The Recipients dialog box opens This dialog box has a listing of all email addresses
156. email claims a user must have the Run Standard Reports role Allows a user to modify claims To print or email claims a user must have the Run Standard Reports role Allows a user to delete claims To print or email claims a user must have the Run Standard Reports role Allows a user to view claims To print or email claims a user must have the Run Standard Reports role Allows a user to import claims from Microsoft Excel spreadsheets Prevents a user from entering a payment Prevents a user from closing a claim myEZClaim 161 Role ACTIONS Continued Create Lookups Modify Lookups Delete Lookups Read Lookups 162 myEZClaim ADMINISTRATION Working with Users Description Allows a user to create the following lookups Products Disposition Codes Release Values Conversion Rates Liability Limits Business Groups Product Lines Allows a user to modify the following lookups Products Disposition Codes Release Values Conversion Rates Liability Limits Business Groups Product Lines Allows a user to delete the following lookups Products Disposition Codes Release Values Conversion Rates Liability Limits Business Groups Product Lines Allows a user to view the following lookups Products Disposition Codes Release Values Conversion Rates Liability Limits Business Groups Product Lines Status Codes Reason Codes Cancel Codes Rejection Codes Denial Codes Claim Types Payment Types Act
157. ens e MyEZClaim Find Carrier Internet Explorer provided by Dell http test2008 myezclaim com Navigation My e20Account Pages Find Popup aspx ShowAd y g y g Pup asp Find Carrier Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA v Use My Carrier 7 Checked True Unchecked False Carrier Swift Trucking SR Contact Mary Ann Krevh Address 123 Main Street Miami FL 33133 UNITED STATES nm Internet Protected Mode On Select the carrier who was responsible for this shipment from the Carrier list and click the Apply button This information is required to save a claim If you would like to see all carriers not just the carriers in your list click to remove the check mark in the Use My Carrier box If the Carrier is not in the list click the Add button The New Carrier dialog box opens allowing you to enter a new Carrier Enter the new information and click Save to return to the claim form Enter name of the 3 party delivery carrier if applicable in the Delivery Carrier box The Carrier Claim is assigned by the carrier and provided when they acknowledge the claim See Updating Claims for more information Enter the carrier s bill of lading number in the BOL Carrier box If another claim exists with the same BOL number you will
158. er descending order Header Options n Print Date Explain Print Time A SNF e d s edi 4 d uf mme au es t AA A 447844 4S7 3 11 Select the Report Access for the report Public allows all users access to the report Private makes the report available only to you and the Site Administrator s By default the report access is set to Public 12 In the Report Name field enter a descriptive name for the report 13 In the Sort By field select a field to sort by 14 For the Sort In option select the sort type 15 In the Header Options section select the information you want to be included in the report By default these options are not checked Click the Save button to save the report You can now run the report 146 myEZClaim WORKING WITH REPORTS Ad Hoc Reports PRINTING AN AD HOC REPORT 1 Click the Reports group tab 2 Click the Ad Hoc Report button The Ad Hoc Report page opens Member myEZClaim Administrator Company Demo Company Access Level Site Administrator Powered by TranSolutions Inc Home Help Logout My Account Claims Reports Tasks Administration Dashboard n Ad Hoc Report 3 Reports x 5 Reports Report Filters Report Fields Report Options Outstanding Reports VERRE GE Displaying Page 1 of 1 Records 1 to 2 of 2 report name public created date_ created by Graphs Reports 3 Addresses Reports Detail Report using Ad Hoc Report Tot
159. er 50 for both the Horizontal and Vertical fields 184 myEZClaim FREQUENTLY ASKED QUESTIONS Working with Files 8 Click the OK button The image size is decreased to 50 Save As cuca Je Images v 44 Search 2 Views BB New Folder Name Date taken Tags IF Documents 3j Recent Places Deskop 9 Computer More Folders a Filename SmallerOne Save as type B Monochrome Bitmap bmp dib 16 Color Bitmap bm b 256 Color Bitmap bm 24 bit Bitmap bm JPE TE j Hide Folders Deg For Help click Help Topics on the Help Menu 10 In the File Name box enter a new name for the image and from the Save as Type list select JPEG myEZClaim 185 FREQUENTLY ASKED QUESTIONS Working with Files How Do 1 CREATE A ZIP FILE FOR ATTACHING TO CLAIMS When working with the claims you will occasionally need to zip files to decrease the size so that they can be attached to claims To zip or compress a file 1 Right click on the file you want to zip or compress and select Send and then Select Compressed zipped Folder File to zip or compress Combine supported files in Acrobat Open With Share Restore previous versions T Compressed zipped Folder BE Desktop create shortcut i Documents 9 Fax Recipient _2 Mail Recipient Print to Fax B Skype DVD RW Drive E e Removable Disk H
160. ers is displayed 3 Click the user you want to delete The User Properties dialog box opens 4 Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the user click Cancel to leave the user record and return to the listing window If you click OK the user record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window HELPDESK SECURITY The myEZClaim application makes it easy for your Helpdesk staff to manage user security Users with the HelpDesk Support role are able to disable user accounts enable user accounts reset passwords and monitor login information When a user with the HelpDesk Support role log into myEZClaim they are taken to the HelpDesk Security page Member Heather Munion Company Demo Site Access Level Help Desk Support MyEZClaim net Home Help Logout myEZClaim Users EUH mm Filter full name last login from logon name last login to L5 employee ID is active Gall C true false Password Changed Date From i Password reset performed all true false Password Changed Date To ES Sorting Full name E Sort Desc Displaying Page 1 of 1 Records 1 to employee ID region Info Andy Demo NORTH AMERICA USD standard 03 2006 7 3
161. es tab when first entering a claim This information is entered when updating a claim Some of the boxes in this tab are automatically updated When the claim is created the Created Date is filled with the current date When you update a claim the Last Update box is filled with the current date NOTE Any changes made in Shipping Products Add l Charges Credit Debit Documents Activities Diary Payments are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections DiARY TAB The Diary tab is used to add diary notes that help you keep track of the events associated with the claim 1 From the Claim Properties window select the Diary tab Be cao jstteapenand quts uso 7 mn amenities Sed T WM DUM EE e of I y E E E ment E Category comments No Diary entries have been entered add Diary Print Eman Enterprise Edition Double click to change security settings e Internet Protected Mode myEZClaim 39 Entering Loss and Damage Claims 2 Click the Add Diary button to add a new diary note The New Diary Entry dialog box opens myEZClsim Claim Diary Properties Internet Explorer provid 2248888 le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages ClaimDia New Diary Entry date of 12 30 2008 3 category General comments updated
162. es totals by company for each status type and totals for the company Grand totals are also included The report provides record selection options for the Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims By Status And Diary This report provides a listing of claims sorted by Company Status Type Consignee and then Claim Number The report includes the Company Status Type Consignee Claim Number AR Number Carrier Delivery Carrier Claim Reason Claim Amount Payments Outstanding Amount Subro Amount Filed Date Diary Date and Last Diary Note The report also includes totals by company for each status type and totals for the company Grand totals are also included The report provides record selection options for the Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims By Status And Diary document origin This report provides a listing of claims sorted by Company Status Type Claimant Consignee and then Claim Number The report includes the Company Status Type Claimant Consignee Claim Number AR Number Carrier Document Origin Claim Reason Claim Amount Payments Outstanding Amount Subro Amount Filed Date Diary Date and Last Diary Note The report also includes totals by company for each status type and totals for the company Grand totals are also included The report provides record selection options for the Company range Carrier range
163. essage opens asking you to confirm the reset 3 Click the OK button The user is sent an email with the new password When the user logs into myEZClaim they will be prompted to change the password DISABLING A USER ACCOUNT When a user account is disabled the user can no longer log into myEZClaim 1 Click the user you want to edit The User Properties dialog box opens 2 Click the box next to is Active 3 Click the Save button to save the record WORKING WITH E MAIL RECIPIENTS When you first setup MyEZClaim you will need to create e mail recipient records for people who you will be e mailing claims and documents With myEZClaim you have the ability to e mail claims and documents to multiple recipients See E Mailing Claims and Documents for more information ADDING E MAIL RECIPIENTS The e mail recipients list is an e mail address book of people who you will be e mailing claims and documents E mail recipients can be added at any time 1 Click the My Account group tab The My Account page opens 2 Click the Recipients shortcut button The Email Recipients page opens 3 Click the Add Recipient button The New Email Recipient dialog box opens e myEZClaim Email Recipient Properties Internet Explorer provided by lp http 86 124 36 102 myezclsimNet 2008 Navigation My 20A ccount Psges Recipierts New Email Recipient name email company code updated last update Intemet
164. etters diary notes payments status changes and total transactions The report provides record selection options for the Report Period range Detail Report of Denied Claims This report provides a listing of all denied claims sorted by Company Denial Reason and Claim Number The report includes the Company Denial Reason Claim Number Claimant Carrier Claim Reason Claim Amount Filed Date and Denied Date The report also includes total for the denied reason and then totals for each company and then includes grand totals The report provides record selection options for Company range Carrier range Denied Date range and Claim Types multiple Detail Report of L D Claims By Carrier Reason This report provides a listing of claims sorted by company carrier reason and then claim number The report includes the Company Carrier Reason Claim Number Status Filed Date Created Date SKU Description Quantity and Claim Amount The report also includes the total claim amount for each reason for the carrier and for the company The report list grand totals The report provides record selection options for the Company range Carrier range Filed Date range Status Code and Status Type Detail Report of L D Claims By Consignee This report provides a listing of all Loss and Damage claims sorted by Company Consignee and Claim Number The report includes the Company Consignee Claim Number Shipper Status Created Date Filed Date Carr
165. ew Generated PDFs Clicking the Outstanding Claims shortcut button opens the Outstanding Claims page the current page banner is displayed at the top of the current window M EZCla im net Current Page Banner Member myEZClaim Administrator Company Demo Site Access Level Site y Home Help Logout Group Tabs Hello myEZClaim Admini Here are the last 20 Claims you ve worked on Current messages e a E My Account Claims Tasks Administration Dashboard Reports Shortcut Buttons Tw LD1545A Demo Carrier3 HMTESTOO1 Demo Carrier3 Companies Joe12292008 Carrier 2 LDOO0000166 A Advantage North A d vantage North American carriers Current Page 10000000163 Advantage North American Shippers LD000000157 A Advantage North American ie ETT LD000000155 A Advantage North American LD000000162 A Advantage North American Products Based on selected shortcut LD000000147 NC Action Delivery 5 TRU000000401 HEARTLAND EXPRESS x neers Companies joe03 A Advantage North American Recipients Joe24 NC AAA Moving and Storage Users joeo06 NC AAA Moving and Storage LD000000103 Atlanta Hub cihad LD102342343 HEARTLAND EXPRESS Registration Expandable Shortcut Button LD000000321 A Advantage North American LD000000403 Carrier 2 LD000000167 A Advantage North American LD000000112 NC Action Delivery Set the number of rows you want to be displayed on all pa
166. f Profiles is displayed Click the Add Profile button The New Profile dialog box opens myEZClaim Profile Properties Internet Explorer provided by Dell Enims le http test2008 myezclaim com Navigation My 20Account Pages Profiles_Popup aspx refresh true amp targetld 0 m New Profile name updated by last update Actions the User will be Permitted Actions Reports Site Administrator Restrict Close Claim Report Claim Forms Account Administrator Create Lookups Report Letters Modify Account E Modify Lookups Report Standard m Read Account 7 Delete Lookups Report Management 1 Security Administrator Read Lookups Report Administration Create Claims 1 Allow Claim Reversal SELECT ALL DESELECT ALL User Status Restrictions E Outstanding Pending 7 Closed Suspended Cancelled SELECT ALL DESELECT ALL Internet Protected Mode On In the Name box enter a descriptive name for the profile This is what will be shown when you create a user Select the Actions Reports and User Status Restrictions that you want users with this profile to be able to do See Working with Users on page 161 for more information This section contains descriptions of the security roles Actions and Reports Click the Save button to save the record Click the Close button if you do not want to save this new record Either way you return to the profi
167. f the person who acknowledged receipt of the claim This option is not shown if the claim has already been acknowledged RETURN AUTHORIZATIONS E Mailing Return Authorizations and Documents 14 To add additional documents click the paper clip button The File Attachments dialog box opens Click the 15 Enter a note for the e mail in the big box below the attachments Browse button to locate the file Once the file is located select it and then click the Open button Click the Attach button to attach the file and then click the Save button to return to the e mail 16 Click the Send button to send the e mail If this is the first time that the claim has been emailed the mailed date CLAIM CONFIRMATION myEZClaim allows you to send claims to a carrier and allows the carrier to confirm receipt of the claim online This information is then recorded into the claim s diary 1 2 Open the claim you want to e mail The Claim Properties window opens Click the EMAIL button The Email Message dialog box opens f z z myEZClaim Email Properties Internet xplorer provided by Dell li e http test2008 myezclaim com Navigation Claims Pages Email Popup aspx claimId 7765 amp subject Outstanding Clair v myEZClaim Email Message Please enter valid email addresses i e name company com separated with a comma or semicolon In bcc from noreply myezclaim com subject Outstanding Claim LD1000000119
168. formation However you cannot remove any business that is associated with a claim The process of creating editing and deleting an address record is the same regardless of the business type with which you are working The only difference would be the shortcut you select to open the address listing window The instructions provided outline the general procedure You need to select the appropriate shortcut for the business type with which you are working BUSINESS TYPES The following is a brief overview of the types of businesses for which you need to create records and the shortcut selection to be used to access the address information Shortcut Business Type Companies The Company is the business that is filing the shipment claim This can be a division of a 3rd larger company the same firm as the Consignee or a 3 party claims processing firm Consignees The Consignee is the business which was to receive the final shipment This could be the same firm as the Company Carriers The Carrier is the business that has accepted possession of the shipment and the responsibility for ensuring the shipment is delivered to the consignee Shippers The Shipper is the business that has contracted the carrier to move the shipment to its final destination The shipper could be a gu party warehouse or it could be the same firm as the Claimant Claimants The Claimant is the company that contracted the carrier to deliver the shipment The claimant
169. g Entering Returns Generating Return Authorization Forms Entering Return Updates ENTERING RETURN AUTHORIZATIONS ee The information you enter for return authorizations is used when you generate the return authorization form 1 Click the Claims group tab The Claims page opens 2 Click the New Claim button The Create a New Claim dialog box opens F e myEZClaim Create Claim Internet Explorer provided arim x http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Cre Create a New Claim Apply select the claim type loss and damage overcharge return authorization vendor this is a Pending claim Checked True Unchecked False select the claim number optional system generated claim prefix LD user assigned Internet Protected Mode On 10095 3 Select the Return Authorization option 4 Accept the System Generated claim number or select User Assigned and enter your claim number myEZClaim 95 RETURN AUTHORIZATIONS Entering Return Authorizations 5 Click the Apply button The claim window opens Ui myEZClaim amp Return ation Properties Internet Ex Return Authorization RA Number pending http test2008 myezcla im com Navigation laims Pages ReturnAuthorization Popup aspx cla imTypez4 amp numberType 1 amp claimNumber RA amp isPODClaim False NITE
170. g opens myEZClaim 87 PROCESSING CLAIMS E Mailing Claims and Documents e ReassignClaimNumber Popup Internet Explorer provid l gt fe le http test2008 myezclaim com Navigation Claims Pages ReassignClai Reassign Claim Number Apply new claim number convert to loss and damage claim Internet Protected Mode On 3 In the new claim number box enter the new claim number The claim number must be unique 4 Depending on the claim type you may be able to convert the claim to a different claim type A Vendor claim can be converted to Loss and Damage claim A Loss and Damage Claim can be converted to a Vendor claim Overcharge claims and Return Authorizations cannot be converted to a different claim type To convert a claim place an x in the Convert to box 5 Click the Apply button The dialog closes The claim number is changed A message is entered into the claim s Diary stating that the claim number has been changed E MAILING CLAIMS AND DOCUMENTS myEZClaim allows you to e mail claims at anytime You can send e mails with high or low importance add supporting documentation to the e mail and even zip the attachments 1 Open the claim you want to e mail The Claim Properties window opens 2 Click the EMAIL button The Email Message dialog box opens 88 myEZClaim PROCESSING CLAIMS E Mailing Claims and Documents f o F myEZClaim Email Prope
171. ge select the Shipping Products tab us LUE _ o b dI Paa innii deme vet BF gO 000 10 00 eel REPE USD product description reasoncode qty unitcost weight catch wt relval disp line total No Products have been entered Add Product Paste Products Multiple Products Delete Product Enterprise Edition Internet Protected Mode On myEZClaim 33 PROCESSING CLAIMS Entering Loss and Damage Claims 10 11 12 34 myEZClaim Click the Add Product button to add a new product to the claim The New Product dialog box and the Find Product dialog opens MyEZClaim8 Find product Internet Explorer provided by Dell EI Find product rind add close MME Field to search Product Id The asterisk can be used for a wild card search in your criteria Find criteria i Max records 30 Use My product Checked True Unchecked False m Angel Hair Pasta 232379 Atlantic Salmon 2346346 Chicken nuggets 70907 Chicken Sandwich 373 Chocolate cupcakes 123 456 Codfish Fillets Case 67554 A5656 Juice Apple 100 6477921 Juice Cranberry Cocktail 15 0515791 Juice Fruit Blend 100 1477942 Juice Grape 100 1477934 S Juice Orange 100 0515817 Juice Prune 100 Cup 0511618 Mid Section Support Beam C7507A Y gt n 1 lt Done I
172. ge lists except here Page List Box net e tom aa eu DS wae os AP E anm amem nasal Y F m Adi u aae Lo a iet oe aA Clicking any of the items displayed in the current page opens that item If the item is a claim address or lookup value the item opens for editing If the item is a report the report selection criteria dialog box opens When you logon to MyEZClaim you are taken to the Messages page This page lists the last twenty claims that have been entered Claims shown in bold lettering have had the basic information entered but have not had any work done since Below the claim list is a page list box that allows you to set the number of records to be displayed on all page lists Move your mouse over the box and enter the desired number Click Save A list of any messages that have been sent to you is also displayed on this page From the Messages page you can send read and delete messages and edit any of the last twenty claims that were entered For instructions on sending messages see Working with Messages 2 myEZClaim MYEZCLAIM NAVIGATION BAR GETTING STARTED MyEZClaim Interface Closed Claims Pending Claims Converted Pending Claims Cancelled Pending Claims All Claims Claim Search Options Find Claim Filter View Claim Letters Claim Forms Claim Letters Scheduler View Generated PDFs Payments Claim Payments Subrogation Payments Import from Excel
173. ge the Status of the return authorization upper right hand corner to Closed Click the Save button Return Authorization Rejected 8 10 11 If the return authorization has been rejected click the Activities tab and move to the Rejected Code box to enter the date on which the return authorization was rejected You can use the calendar button to open the calendar and select the appropriate date Move to the box to the right of the Rejected Code box and select the reason that best describes why the return authorization was rejected Change the Status of the return authorization upper right hand corner to Closed Click the Save button Return Authorization Denied 12 13 14 15 If the return authorization has been denied click the Activities tab and move to the Denied Code box to enter the date on which the return authorization was denied You can use the calendar button to open the calendar and select the appropriate date Move to the box to the right of the Denied Code box and select the reason that best describes why the return authorization was denied Change the Status of the return authorization upper right hand corner to Closed Click the Save button Diary Select the Claim Diary tab to add or modify the claim diary notes See Diary Tab for information on adding claim diary notes to a claim myEZClaim 113 RETURN AUTHORIZATIONS Updating Return Authorizations Entering a Claim Task 1 2
174. group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options 3 Click the shortcut for Product Lines The Product Lines page opens A list of Product Lines is displayed and sorted by code 4 Click the Add Product Line button The New Product Line dialog box opens myEZClaim Product Line Properties Internet Explorer http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account E v New Product Line code display updated by last update Internet Protected Mode On 100 5 In the Code box enter the code for the product line The code must be unique 6 In the Display box enter the name of the product line 7 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Product Lines page If you saved the new record it is displayed in the list EDITING A PRODUCT LINE You can edit an existing product line record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options 3 Click the shortcut for Product Lines The Product Lines page opens A list of Product Lines is displayed and sorted by code 4 Click the Product Line you want to edit The Pro
175. he Criteria box When you click the Add button The search criteria is shown in the Show me all claims where section Select Last Modified from the Field Name list then select value is equal to from the Operator list Select Or for Concatenation and then enter 10 8 2006 in the Criteria box Click the Add button and then click the Run button Each claim that has been last modified on or created on 10 8 2006 are displayed in the Claims page RETURN AUTHORIZATIONS Updating Return Authorizations UPDATING RETURN AUTHORIZATIONS 1 Click the claim to be updated The Claim Properties window opens with the selected return authorization Return Authorization Activities Acknowledgement 2 3 If you received an acknowledgement for this return authorization click the Activities tab and move to Acknowledged box to enter the date on which you received the acknowledgement If the carrier assigned a claim ID enter this number in the Carrier Claim box that is located in the Carrier area The carrier has 30 days to provide a claim ID and to acknowledge a claim Click the Save button Return Authorization Cancelled 4 6 7 If the return authorization has been cancelled click the Activities tab and move to the Cancelled Code box to enter the date on which the claim was cancelled Move to the box to the right of the Cancelled Code box and select the reason that best describes why the return authorization was cancelled Chan
176. he Find button If the company does not exist you can create a new company record by clicking the Add button This information is required to save a claim The Claim Rep s name is automatically populated based on your login The Claim Rep is the person responsible for following up with the carrier If you are modifying a claim or entering new data select your name from the list in the Claim Rep box This information is required to save a claim The Status box displays the default of OUTSTANDING NOTE If you selected This is a Pending Claim when you created the claim the Status box will have a default status of Pending 9 10 Click the Claimant button The Find Claimant dialog box opens e MyEZClaim Find Claimant Internet Explorer provided by Dell le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp Find Claimant Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 i Find region NORTH Y Use My Claimant Checked True Unchecked False Claimant ABC Logistics Inc Contact Anne Smith Address 1231 5 A Street Corvallis OR 97623 Claimant Bay Logistics Inc John Larsen Fess 9356 w Any Street Anyplace C4 90310 w Internet Protected Mode On Select the appropriate business from the Claimant list and click the Apply button This informa
177. he box next the user s name to add them to the group Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Groups page If you saved the new record it is displayed in the list CREATING TASK RULES The task rules list is a list of queries to be used when creating an auto generated task Task rules can be added at any time 1 Click the Tasks group tab The Tasks page opens 2 Click the Task Configuration shortcut The Task Configuration expands showing a list of other options myEZClaim 175 ADMINISTRATION Working with Tasks 3 Click the Task Rules shortcut button The Task Rules page opens 4 Click the New Task Rule button The New Rule dialog box opens e myEZClaim Rules Internet Explorer provided by Dell cpu le http test2008 myezclaim com MyEZClaimNet Navigation My 20Tasks Page v New Rule save f Delete reset ciose Select the criteria that you want to apply and then select the Add button to add it to the criteria listed below code field name Claimant X operator Does Not Equal X claim status claim reason Y updated by last update select criteria This rule applies to all new claims where Internet Protected Mode On 100 In the Code box enter the name of the rule In the Field Name box select the business type for the rule In the Operator box select
178. here is no date until the claim is saved 49 Move to the Shipped From box and enter the shipment origination 50 Move to the Replacement SOID and enter the information 51 Move to the Invoice Amt box and enter the amount of the invoice By default the amount is 0 NOTE Save the claim by clicking the Save button You will not be able to add the Shipping Products Additional Charges Documents Activities Diary or Claim Tasks until the claim is saved Continue with the following steps to enter any required information in the Shipping Products Add Charges Documents Activities and Diary tabs SHIPPING PRODUCTS TAB The Shipping Products tab contains all of the product information related to this claim There are three different ways to add product information to the claim You can use the Add Product button Paste Products button or the Multiple Products button e NOTE You must enter at least one product before printing or emailing the Return Authorization Form Documents are also required 102 myEZClaim RETURN AUTHORIZATIONS Entering Return Authorizations Using the Add Product Button 1 4 5 From the Claim Properties page select the Shipping Products tab WADE Uer CE NIC eu uA Mr SE uu NR FT d lt o oo TTia 1 1608 en de Add t charges Claim Tasks product ode weight catch wt rel val disp 96 line tota No Products have been entered Ad
179. ia Max records 30 Use My Reason L Checked True Unchecked False Accident Cancelled Damage Carton Damage Only di Damage Delay dsdasdsad Freight Charges Loss Full Loss Partial Lost Shipment Missing Skid Other Unknown uly Internet Protected Mode On 12 Find the reason that best describes why the claim is being filed from the list and click the Apply button This information is required to save a claim 13 If your company has different groups that handle claims select your claim group from the Claim Group list If the list is empty you can skip this step myEZClaim 29 PROCESSING CLAIMS Entering Loss and Damage Claims 30 myEZClaim 14 Click the Carrier button The Find Carrier dialog box opens 15 16 17 18 19 20 21 22 e MyEZClaim Find Carrier Internet Explorer provided by Dell le http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd Find Carrier Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA v Use My Carrier 7 Checked True Unchecked False Carrier Swift Trucking SR Contact Mary Ann Krevh Address 123 Main Street Miami FL 33133 UNITED STATES Internet Protected Mode On R 100
180. ication or disclosure by the United States Government is subject to restrictions as set forth in FAR 52 227 14 and DFARS 252 227 7013 et seq as applicable Contractor manufacturer is TranSolutions Inc 22015 N Calle Royale Scottsdale AZ 85255 11 OTHER PROVISIONS This Agreement shall be governed by and interpreted in accordance with the laws of the State of Ohio and the United States of America excluding their respective laws governing conflicts of laws The Courts of the State of Ohio in Cuyahoga County Ohio and the Federal District Court for the District of Ohio shall have jurisdiction in any controversy or proceeding arising out of or related to this Agreement and each party hereby irrevocably submits to such jurisdiction and waives to the fullest extent it may do so any defenses relative to the jurisdiction or venue of said courts This Agreement is the complete understanding between TranSolutions and Licensee with respect to the subject matter hereof and may be amended only by a writing signed by both parties The waiver of any right under this Agreement must be in writing signed by the waiving party and the failure of a party to enforce any of the provisions of this Agreement shall not be construed as a waiver of any future right arising under this Agreement If any provision of this agreement is invalid or unenforceable such invalidity or unenforceability shall not affect the validity or enforceability of the remaining provisions hereof
181. ick the shortcut for Users The Users page opens A list of Users is displayed Click the user you want to assign Roles The User Properties dialog box opens Click the Profiles tab rien E d maorian i we fev mre EA serene 3 n Account Administrator m C Allow Claim Reversal C Create Claims Create Lookups SELECT ALL DESELECT ALL Select the Profiles that you want this User to have access to Internet Protected Mode On myEZClaim 167 ADMINISTRATION Working with Users 10 Select the profiles that you want this user to have The profiles listed were created prior to creating the user If you need another profile you will need to create more See Creating a Profile on page 164 for more information Click the Filters tab ptr lt ptare t er Hide Carrier Information Hide Diary Entries Hide Freight Amount Hide Documents If you change your filters the changes will not take effect until your next logon Internet Protected Mode On If a user should not be able to see certain information on claim check the box next to it This will hide that information on the claim Click the Companies tab fee gx eh petites E ABC Company Internet Protected Mode On
182. ield By default a subject message is already generated with the claim number and the name of the company from the claim To send this e mail with high importance click the exclamation mark i To send the e mail with a low importance click the down arrow button To request a delivery receipt click the mail button Click the Flag button to flag the e mail as a reply forward etc The Message Flags dialog box opens Select the appropriate flag and then click Save to return to the e mail o NOTE If you are not certain as to what a button is for just move the mouse pointer over the button A ToolTip will be displayed with a description of the button 10 11 12 13 116 myEZClaim By default Attach RA is checked If you do not want to e mail the claim click to the check box to remove the check mark By default Attach RA Documents tis checked If you do not want to e mail the claim click to the check box to remove the check mark Click the box next to Zip Attachments to have the attachments e mailed in a zipped format Some companies have size limits for e mails Zipping the attachments may be the only way around this size limitation Click the box next to Request Confirmation if you want to have receipt of the claim acknowledged By checking this box the person s receiving this email will receive a link to confirm receipt of the claim online This information will be recorded in the Diary section along with the name o
183. ier Claim ID Product ID Quantity Cost Unit Line Total Adjustments and Claim Amount The report includes totals for each Consignee per company and totals for the company Grand totals are listed at the end of the report The report provides record selection options for Company range Consignee range Created Date range Status Code and Status Type Detail Report of L D Claims By Product This report provides a listing of all products involved in Loss and Damage claims sorted by Company and Claim Number Both open and closed claims are included in the report The report includes Company Claim Number Order Number Carrier Product ID Product Description Quantity Reason Claim Amount Filed Date and Status The 130 myEZClaim WORKING WITH REPORTS Detailed Reports report provides record selection options for Company range Carrier range Filed Date range Status Code and Status Type Detail Report of L D Claims By Shipper Reason This report provides a listing of claims sorted by Company Shipper Reason and Claim Number The report includes the Company Shipper Reason Claim Number Consignee Status Created Date Filed Date Carrier Claim ID SKU Description Quantity and Claim Amount The report includes totals of reason by shipper totals for shippers and grand totals The report provides record selection options for Company range Shipper range Created Date range Status Code and Status Type Detail Report of L D Cl
184. ii myEZClaim SOFTWARE LICENSE AGREEMENT THIS AGREEMENT DETERMINES THE RIGHTS AND LICENSE GRANTED TO YOU BY TRANSOLUTIONS INC FOR USE OF THIS SOFTWARE CAREFULLY READ ALL OF THE TERMS AND CONDITIONS OF THIS AGREEMENT PRIOR TO INSTALLING THIS SOFTWARE INSTALLING THIS SOFTWARE INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS This is a legally binding agreement between you the Licensee and TranSolutions Inc an Ohio corporation TranSolutions the licensor As used in this Agreement Software shall mean those certain computer programs in object code form along with all other items installed by with this software other than help files and including all revisions modifications and updates of the same as may be supplied by TranSolutions to Licensee during the term of this Agreement Documentation shall mean all printed documentation related to the Software and all help files installed with this software and all revisions modifications and updates of the same as may be supplied by TranSolutions during the term of this Agreement 1 LICENSE TranSolutions grants to Licensee and Licensee accepts a personal non exclusive and non transferable except as otherwise provided herein license to use the Software in accordance with the terms and conditions of this Agreement and to use the Documentation in support of such use of the Software in perpetuity or until this Agreement is terminated as provided herein Licens
185. im You should use caution when deleting a record once it is deleted it cannot be recovered 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for the business type 3 Click the record you wish to delete 4 Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the address listing window If you click OK the record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window The record is not deleted WORKING WITH THE LISTS OF REASONS MyEZClaim includes lists of reasons for why a claim might be issued rejected denied or cancelled Also included is a list of payment types liability limits conversion rates liability limits and subrogation reasons These reasons are referred to as lookup values or codes The lookup values are used within a claim as you are completing the claim form Most lookup values are maintained by the MyEZClaim Administrator and cannot be modified but you need to enter lookup values for Disposition Codes Release Values Conversion Rates Liability Limits Subrogation Reasons and Transportation Modes You do not need to enter every possible lookup value at first As you continue to use MyEZClaim you will have claims invo
186. im is being issued The product s price and weight are copied into the Price and Weight boxes respectively If you would like to see all products not just the products in your list click to remove the check mark in the Use My Product box If the Product is not in the list click the Add button The New Product dialog box opens allowing you to enter a new product Enter the new information and click Save to return to the claim See Adding a Product to the Product List for more information In the Quantity box enter the quantity of the product involved in the claim If the unit price is different from that shown in the Price box enter the correct price If the weight is different from that shown in the Weight box enter the correct weight for a single unit case of the selected product If you are using the Release Value method for the line item calculation you must enter a weight Move to the Sub Product box and enter any additional product information Move to the Receiving Doc ID box and enter the doc ID Move to the Merchandise ID box and enter the ID 10 In the Shipped and Received boxes enter the information 11 In the Import Y N box select whether or not the product was an import myEZClaim 65 PROCESSING CLAIMS Entering Vendor Claims 66 myEZClaim 12 13 14 15 16 By default the reason code matches the reason code selected for the claim If this is not correct select a reason code from the Reason C
187. imNet_2008 Navigation My 20Account Pages Find_Popup asp v Find Reason Field to search Reason Code v The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Use My Reason Checked True Unchecked False m Accident Cancelled Damage Carton Damage Only di Damage Delay dsdasdsad Freight Charges Loss Full Loss Partial Lost Shipment Missing Skid Other Unknown S L3 m z Ann H lt m Done Internet Protected Mode On 100 12 Find the reason that best describes why the claim is being filed from the list and click the Apply button This information is required to save a claim 13 If your company has different groups that handle claims select your claim group from the Claim Group list If the list is empty you can skip this step 60 myEZClaim PROCESSING CLAIMS Entering Vendor Claims 14 Click the Vendor button The Find Shipper dialog box opens 15 16 17 18 19 Find Shipper Field to search Full Name The asterisk can be used for a wild search in your criteria Find criteria Max records 30 Find region NORTH X Use My Shipper Checked True Unchecked False Shipper Shipper Test 1 S1 Contact Address 123 Shipper Shipper OH 44092 UNITED STATES Internet Protected Mode
188. ing ee claim rep Jane Demo X status Outstanding X aan ERE address address bol carrier bol date 3 vendor number delivery carrier delivery date E buyer code claim group M invoice amp PO number intemal address address in out m i trans mode 4 acct rec requester name vehicle domestic international Domestic recovery amt seals document origin cost center seal intact shipped from claim responsibility Carrier date requsted 8 10 2009 3 replacement soid Shipper Insurance date filled 8 10 2009 3 invoice amt 0 Company Insurance cycle time YS additional claim information updated j A auae discount ant amt amt EXER cima 7 Click the Company button The Find Company dialog box opens EZClaim amp amp Find Company Internet rer provi Dell Explorer provided by http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd Find Company Field to search Full Name Y The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA Use My Company 4 Checked True Unchecked False Company MG Corporation MG1234 Contact Mike Gard Address 123 Main St Willoughby Hills OH 44120 UNITED STATES
189. ing the Multiple Products to input your products for the claim the Reason Code does not default to the selected Reason code for the claim ADD L CHARGES TAB The Charges tab contains information regarding additional charges associated with the claim From here you can enter any additional charges associated with the claim such as restocking fees 1 From the Claim Properties window select the Add Charges tab T iili _ Ep yas BOs Ve A greet No Additional Charges have been entered Enterprise Edition Done Internet Protected Mode On 100 2 Click the Add Charges button The New Additional Charge dialog box opens myEZClaim 67 Entering Vendor Claims 3 4 5 e myEZClaim Claim Additional Charge Internet Explorer provided by Dell le http 86 124 36 102 MyEzClaimNet 2008 Navigation Claims Pages ClaimAdditionalCharge ERO Close New Additional Charge Save amp Add New charge type amount updated by last update Internet Protected Mode On Select the Charge Type from the list Move to the Amount box and enter the charge amount If you have more charges to enter click the Save amp Add New button This will save the charge to the claim and open another New Additional Charge dialog box If you have no more charges to enter click the Save button to return to the claim DOCUMENTS TAB The Documents tab c
190. is button select a field in the Report Fields column and then click the arrow myEZClaim 145 WORKING WITH REPORTS Ad Hoc Reports 9 Once all of the fields for the report are listed in the Report Fields column use the up and down arrows to order the fields Button How it moves the field Moves the selected field to the top of the Report Fields column To use this button select a field the Report Fields column and then click the arrow The field will move to the top of the column Moves the selected field up one field in the Report Fields column To use this button select a field in the Report Fields column and then click the arrow The field moves up one on the column Moves the selected field down one field in the Report Fields column V To use this button select a field in the Report Fields column and then click the arrow The field moves down one on the column Moves the selected field to the bottom of the Report Fields column y To use this button select a field in the Report Fields column and then click the arrow The field will move to the bottom of the column 10 Once you are done click the Report Options tab UN nS B 9 x7 ree vo jus parar AMSTEL Ard 4 Ad Hoc Report Reports Report Filters Report Fields q Save Options Report Access public private Explain Report Name Sorting Options Sort By Sort In ascending ord
191. is is only required if there is a value for Payment Amount This field is required if a Payment is made The Payment Code must match the Payment Code in myEZClaim If left blank the claim will not import and an error message will be shown Payment Amount Enter the amount of the payment Payment amount should be shown as 1 200 00 or 1200 If you enter an amount for the payment you must enter values for the Payment Code and Payment Date myEZClaim IMPORTING CLAIMS FROM EXCEL Import Fields Denied Date Date that the claim was denied Denied Code This is the Denied Code from the myEZClaim lookups If the code is not found in the myEZClaim lookups the claim will not import and a message will be shown Denied Description This is the Denied Description from the myEZClaim lookups Closed Date This is the date that the claim was closed If the claim is a write off the Closed Date will be used as the Write Off Date If the Claim is a write off AND the Closed Date field is blank the Closed Date and the Write Off Date will revert to the date of the import If the Claim is not a write off AND the Status is Closed AND the Closed Date field is blank the Closed Date will revert to the date of the import in out Enter the type of shipment The type entered must match the drop down list for in out on the claim Examples are Inbound Outbound Transfer Return If in out is blank it will default to Return If the
192. ivity Types Document Types Role ACTIONS Continued Allow Claim Reversal HelpDesk Support Restrict Change to Close Claim View Dashboard Modify Tasks Delete Task REPORTS Report Claim Forms Report Letters Report Standard Report Managements Report Administration USER STATUS RESTRICTIONS Outstanding Closed Pending Suspended Cancelled ADMINISTRATION Working with Users Description Allows a user to reverse a claim Able to reset passwords disable user accounts and monitor login information A user with only this role will be taken to Security Helpdesk page when they login Allows a user to see the dashboard page Allows a user to update a task Allows a user to delete a task Allows the user to print claim forms Allows the user to print claim letters such as Claim Acknowledgments and Claim Notifications Allows a user access to report marked with an access level of Report Standard Allows a user access to report marked with an access level of Report Management Allows a user access to report marked with an access level of Report Administration myEZClaim 163 Working with Users CREATING A PROFILE 164 myEZClaim Click the My Account group tab The My Account page opens Click the shortcut for Users The Users page opens and the shortcut button list expands A list of users is displayed Click the shortcut for Profiles The Profiles page opens A list o
193. jpg You can also decrease the overall photo in Paint or another graphics application myEZClaim 179 FREQUENTLY ASKED QUESTIONS Working with Files How DO CROP AN IMAGE IN MS PAINT 1 Click the Start menu 2 Goto All Programs gt Accessories and select Paint The Microsoft Paint application opens Untitled Paint gt 18 Edit View Image Colors Help g EHEENMNHE SERRE Bum m mH For Help click Help Topics on the Help Menu 3 From the File menu select Open 4 Browse to the image you want to crop and open it The image opens 5 Click the Select button Nou 7 ame nm sm File Edit View Image Colors Help Q BETENT SSE ak am m mm This is the Select button For Help click Help Topics on the Help Menu 180 myEZClaim 6 Click and drag your mouse over the area you want to keep This will place a dotted line rectangle around the area 7 FREQUENTLY ASKED QUESTIONS Working with Files The part inside the rectangle is what you will keep after the image is cropped BigOne Paint File Edit View Image Colors Help mmummm SESEMN mm AQ ay ZA NS Ke a A o3 For Help click Help Topics on the Help Menu From the Image menu select Crop The part inside the dotted line rectangle will be kept after the image is cropped f BigOne Paint Edit Image Colors
194. kens can also be applied anywhere in the body of this email ai De Aiman Names 3 updated by N A last update N A rit 387 7 7 In the Subject field enter a new subject for the email You can use special tokens in the subject line to have the information automatically populated when the email is created Special Tokens allowed for the subject are n ClaimNumber This is the claim number from the claim n ClaimantName This is the name of the claimant from the claim n ARNumber This is the number from the Acct Rec field on the claim n DueDate This is the due date for the task Example If you wanted to have the subject notify the recipients that there is a new task for a claim and include the due date you could enter the following text in the subject field New Task Alert Claim ClaimNumber Due by DueDate If a claim was created with a claim ID of LD00000981 and a task due date of 4 12 2007 the subject line would be New Task Alert Claim LD00000981 Due by 4 12 2007 8 In the Body field enter a new message for the email You can use special tokens in the body to have the information automatically populated when the email is created Special Tokens allowed for the body are n ClaimNumber This is the claim number from the claim 174 myEZClaim 9 ADMINISTRATION Working with Tasks n ClaimantName This is the name of the claimant from the claim n Commen
195. l be using MyEZClaim When you create the users you will assign profiles to them that will allow them to add edit or delete claims and print reports You must have administrative rights Administer Account role to create users The following is a brief overview of the types of user roles also called actions Role ACTIONS Site Administrator Account Administrator Modify Account Read Account Security Administrator Create Claims Modify Claims Delete Claims Read Claims Import Claims Restrict Payment Restrict Close Claim Description This role allows a user to do everything that a user with Administer Account can do In addition a user with this role can see and create new accounts can allow other users to have the Site Administrator role and create modify codes and types listed on the Administration group tab Only another Site Administrator can assign this role to a user This user can create modify and delete Users Claims Lookups and Messages This user can send emails and run any report or form Allows a user to modify Consignees Carriers Shippers Claimants Companies and Recipients Allows a user to view Consignees Carriers Shippers Claimants Companies and Recipients This role has the ability to do everything that the HelpDesk Support role does In addition this role allows the user to create edit delete and modify users and roles Allows a user to create claims To print or
196. le Click the Save button EMAILING AN AD Hoc REPORT 1 Click the Reports group tab 2 Click the Ad Hoc Report button The Ad Hoc Report page opens Member myEZClaim Administrator Company Demo Company Access Level Site Administrator Home Help Logout Powered by TranSolutions Inc Tasks Administration My Account gt Ad Hoc Report Reports 3 Reports Report Filters Report Fields Report Options Outstanding Reports Detailed Reports Displaying Page 1 of 1 Records 1 to 2 of 2 SSE TOT report name public Addresses Reports Detail Report using Ad Hoc Report Total Claim Amount gt 500 W 07 12 2009 Jane Demo al e o 1 Lookup Reports Detail Report of Claims by Dom Int with column basic filter w 08 08 2009 Jane Demo id o Letters Reports Scheduler 2009 TranSolutions Inc All rights reserved lt 0 D 148 myEZClaim WORKING WITH REPORTS Ad Hoc Reports 4 3 Click the email button next to the report you want to email The email message dialog is shown with the report attached myEZClaim amp Email Properties Internet http test2008 myezclaim com Navigation Reports Pages SendReportEmail aspx reportPath ClaimForms 6 2009 Septeml myEZClaim Email Message Please enter valid email addresses i e name amp company com separated with a comma bots from noreply myezclaim com
197. le listing window If you saved the new profile it is displayed in the list Otherwise there is no new entry The current date is automatically placed in Last Update and your name is automatically placed in Updated By Whenever the record is modified or saved this information is updated ADMINISTRATION Working with Users EDITING AN EXISTING PROFILE You can edit an existing profile at any time The process of editing an existing profile is similar to that of creating a new profile The changes to a profile will take effect when the user logs back into myEZClaim l 2 3 4 5 6 Click the My Account group tab The My Account page opens Click the shortcut for Users The Users page opens and the shortcut button list expands A list of users is displayed Click the shortcut for Profiles The Profiles page opens A list of Profiles is displayed Click the profile you want to edit The Profile Properties dialog box opens Make the necessary changes Click the Save button to save the changes You will be returned to the profile listing page DELETING AN EXISTING PROFILE You can delete an existing profile at any time as long as they have not been assigned to a user The process of deleting an existing profile is similar to that of creating a new profile l 2 Click the My Account group tab The My Account page opens Click the shortcut for Users The Users page opens and the shortcut button list expands A list of users is
198. le pick up with when running this report for the claim Form Destroy Authorization This report prints a destroy authorization letter based on the claim The letter includes the following information from the claim consignee name consignee address consignee contact name consignee phone number consignee fax Acct Rec claim number BOL PO and product information Form Inspection Request This report prints a letter for acknowledging a claim The letter includes the following information from the claim carrier name carrier phone number carrier fax number consignee name consignee address consignee contact name consignee phone number Acct Rec claim number BOL PRO and product information Form Plant Notification This report prints a plant notification form The form includes the includes the following information from the claim consignee account number consignee name consignee address claim number carrier name BOL and product information The form allows you to enter who to send the form to the attention of and allows you to enter additional comments myEZClaim 125 WORKING WITH REPORTS Detailed Reports Letter of Intent This report prints a letter of intent against a carrier for a claim The letter includes the includes the following information from the claim carrier name carrier address claim number shipper name and address Acct Rec consignee name and consignee address DETAIL REPORT
199. livery was made in the Delivery Date box or click the Calendar button and select the date from the calendar PROCESSING CLAIMS Entering Loss and Damage Claims 23 Enter the date for the freight bill in the Freight Bill Date box or click the Calendar button and select the date from the calendar 24 Enter the purchase order number in the PO Number box 25 Click the Consignee button The Find Consignee dialog box opens MyEZClaim Find Consignee Internet Explorer provided by Dell Evi http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp v Find Consignee Field to search Full Name Y The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH Y Use My Consignee Checked True Unchecked False Consignee Demo Customer CU 001 Contact First LastName Address 123 Main Street Cleveland OH 44110 UNITED STATES Consignee HM Industries Contact Address 123 w Maya Street Milwaukee MN 53201 m Internet Protected Mode On 26 Select the consignee from the Consignee list and click the Apply button This information is required to save a claim If you would like to see all consignees not just the consignees in your list click to remove the check mark in the Use My Consignee box If the consignee is not in the list click the Add button The New Co
200. lso be times when you need to make corrections to the information in the claim The process of updating claims is similar to that of creating a new claim and can be done at any time myEZClaim 73 Updating Claims The Claims page is set up so you can sort organize and update your claims as quickly as possible By default the claims are sorted by the claim number You can sort the claims just by selecting the item to sort by from the Sorting drop down list and then clicking the Apply button You can also use the page buttons to quickly get to the desired record or use the filter to search by claim numbers claim types or claim reps If you don t want to filter your claims you can click the Run button to get all of the claims for the selected shortcut The following is a description of the Claims page MyEZClaim Application Visual Studio NET version Internet Explorer provided b by Dell E mw wt E ws ee ete G le http test2008 myezclaim com Frameset htm vi 4 x Google Py zm i File Edit View Favorites Tools Help 90 Be MyEZClaim amp Application Visual Studio ver m dh iiy Page O Tools v Filter Criteria w Administrator Company Demo Company Access Level Site Administrator a Sorting Drop Down List Home Help Logout Enter filter criteria or leave ee 65 Select the item to sort and then click the App
201. lving new values and you can create the necessary records at that time You may find it necessary to modify these codes or delete a code either of which can be done at any time However you cannot delete a lookup value that is used in a claim The process of creating editing and deleting a record is the same regardless of the lookup value type The only difference would be the shortcut you select The instructions given outline a general procedure You need to select the appropriate shortcut for the lookup value type with which you are working GETTING STARTED Working with the Lists of Reasons LOOKUP VALUES The following is a brief description of the lookup values you need to create and the shortcut to be used to access the lookup value information Shortcuts Disposition Codes Release Values Conversion Rates Liability Limits Subrogation Reasons Transportation Modes Lookup Value Disposition Codes explain the disposition of a product and what percentage of the product value will be discounted Release values define the claim total per line item based on the carrier s contract limitations for liability Conversion Rates are the exchange rate of one currency to another Liability Limit is the maximum amount that a carrier will cover Subrogation Reasons explain why a subrogation payment was made Transportation Modes indicate how the shipment was made ADDING A DISPOSITION CODE OR RELEASE VALUE RECORD
202. ly button Claimant Claims Sort Desc Outstanding Claims i Filter Closed Claims claim number claim rep z Pending Claims claim type lt All gt PO number Converted Pending Claims begins with Cancelled Pending Claims lt lt lt gt gt gt Claim Search Options claim nbr claim type sort criteria_ status code number Claim Letters 4 Payments eed to run filter in order to display Claims port From Excel Page Buttons Expandable From left to right First Page Previous Page Next Page Last Page Internet Protected Mode On 74 myEZClaim PROCESSING CLAIMS Updating Claims OPENING A CLAIM 1 Click the Claims tab The Claims page opens 2 Click the View Claims button to get a listing of all outstanding claims 3 Locate and select the claim to be updated The Claim Properties page opens SEARCHING FOR A CLAIM The search feature is very useful if you have many claims outstanding or closed and you don t want to scroll through the list The search covers all claims regardless of the claim status 1 Click the Claims Search Options shortcut The Claims Search Options expands showing a list of other options 2 Click the Find Claims shortcut The Find Criteria window opens You can search for a claim by claim number bill of lading date bill of lading carrier A R reference number freight bill pro or PO number
203. m Number Carrier Bill of Lading User Entry Status Claim Rep Date Created Date Requested Claim amount days myEZClaim 131 WORKING WITH REPORTS Detailed Reports old outstanding and date closed The report also includes totals for claim count claim amount and outstanding amount for each company The report provides record selection options for Company range Created date range Status Code Status Type and Claim Types multiple Detail Report of Pending Claims Summary This report provides a summary of pending claims by Company The report includes the Company name with totals for the current period and year to date periods specified The Current Period and Year To Date sections have totals for claim count of days Average of days and Amount for Filed POD Converted POD Cancelled POD Averages for each are also shown The report also includes Average Cycle Time for each company The report provides record selection options for Company range Carrier range Current Period range Year to date range and Claim Types multiple Detail Report of Pending Converted Claims with Cycle Time This report provides a summary of pending converted claims by Company The report includes the Company name claim number claim rep claim amount age status carrier consignee reason shipper bol date date requested and cycle time The report also includes Average Cycle Time for each company The report provides record selection options for Co
204. mpany range Created Date range Status Code Status Type and Claim Types multiple Detail Report of Rejected Claims This report provides a listing of all rejected claims sorted by Company Rejection Reason and Claim Number The report includes the Company Rejection Reason Claim Number Carrier Claim Reason Bill of Lading Claim Amount Created Date and Rejected Date The report provides record selection options for Company range Carrier range Rejected Date range and Claim Types multiple Export Format Claim Subrogation Payment Details1 This report provides a listing of all claims on which subrogation payments have been received sorted by Claimant Carrier and then Payment Date The report includes the Claim Number Claimant Carrier Date Filed Claim Amount Subrogation Amount Difference Type Subro Date Reason and Status The report provides record selection options for Period Range Date Search Payment Date or Date Filed Company multiple Subrogation Status and Claim Type multiple Export Format Claims Per Invoice Report This report provides a listing of all claims with the specified claim number sorted by Claim Date The report includes the Claim Number Customer BOL Date Invoice Number Total Amount Carrier BOL Number Claim Date Claim Reason Ship Point Claimant Shipper and Company The report provides record selection options for Invoice Number Export Format Detail Report of Claims This repo
205. myEZClaim 47 PROCESSING CLAIMS Entering Overcharge Claims 20 21 22 23 24 239 26 24 28 29 30 48 myEZClaim Click the Shipper button The Find Shipper dialog box opens MyEZClaim amp Find Shipper Internet Explorer provided by Dell Find Shipper Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH v Use My Shipper Checked True Unchecked False Shipper Shipper Test 1 S1 Contact Address 123 Shipper Shipper OH 44092 UNITED STATES m amp Internet Protected Mode On amp 100 Select the shipper from the Shipper list and click the Apply button This information is required to save a claim If you would like to see all shippers not just the shippers in your list click to remove the check mark in the Use My Shipper box If the Shipper is not in the list click the Add button The New Shipper dialog box opens allowing you to enter a new Shipper Enter the new information and click Save to return to the claim form Move to the Internal Claim box and enter the number Move to the In Out box and select the option that best indicates the shipment type Move to the Trans Mode box and select the method of transportation Move to the Acct Rec box and add the A R ledger number assigned to the claim by accounting for the carrier re
206. n the User drop down list select the MyEZClaim user that will get the scheduled report by email NOTE You can specify other users in the Email Subscriber tab If you would like to add additional recipients for the report click the Email Subscriber tab and add the additional emails You will need to save the scheduled report before you can begin adding more email subscribers 6 In the Start Date field enter the date that you want the reports to start running 7 Inthe Running Date enter the time that you want the emails sent This time is based on the server time 8 In the Interval section select the frequency for the reports 140 myEZClaim WORKING WITH REPORTS Click the Report Parameters tab e Report Scheduler Internet Explorer provided by Dell E mn lt n SS eo http test2008 myezclaim com MyEZClaimNet Navigation Reports Pages ReportScheduler Popup aspx targetld 0 amp reportid 0 Y Report Scheduler Scheduler Settings Email Subscriber mmm Parameters Test Parameter Name Parameter Value server accountid userId companyList businessGroupList i reportingPeriodDate BOY Beginning of year Y Loss and Damage Overcharge yg clomiTypetist Return Authorization J Vendor claimTypeText businessGroupText Previous M Done Internet Protected Mode On R100 Reports S
207. ncludes the total claims amount The report provides record selection options for Company range Current Period range Year to Date range and Claim Types multiple Detail Report of Pending Claims by Carrier This report provides a list of pending claims by Company and then Carrier The report includes Company Carrier Claim Number Bill of Lading Freight Bill Pro Shipping Consignee Invoice Amount Outstanding amount date created status date closed and days old The report also includes totals for Invoice amount and outstanding amount for each carrier as well as totals for the company The report provides record selection options for Company range Carrier range Cancelled date range Status Code Status Type and Claim Types multiple Detail Report of Pending Claims by User Status This report provides a list of pending claims by Company and then claim number The report includes Company Claim Number Carrier Bill of Lading User Entry Status Claim Rep Date Created Date Requested Claim amount days old outstanding and date closed The report also includes totals for claim count claim amount and outstanding amount for each company The report provides record selection options for Company range Created date range Status Code Status Type and Claim Types multiple Detail Report of Pending Claims by User Status This report provides a list of pending claims by Company and then claim number The report includes Company Clai
208. ndor Claims ENTERING VENDOR CLAIMS ee The information you enter for a claim is used when you generate the claim form and follow up letters 1 Click the Claims group tab The Show Outstanding Claims page opens 2 Click the New Claim button The Create a New Claim dialog box opens e myEZClaim Create Claim Internet Explorer provided le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Cre v Create a New Claim select the claim type loss and damage 2 overcharge D return authorization vendor this is a Pending claim C Checked True Unchecked False select the claim number optional 9 system generated claim prefix LD user assigned Internet Protected Mode On Select the Vendor option 4 Ifthis is a pending claim select the check box for This is a Pending Claim 5 Accept the System Generated claim number or select User Assigned and enter your claim number NOTE The Claim Number is not assigned until the claim is saved myEZClaim 57 PROCESSING CLAIMS Entering Vendor Claims 6 Click the Apply button The vendor claim window opens myEZClaim Vendor Claim Prope ej http test2008 myezclaim com Navigation Claims Pages VendorClaim_Popup aspx claimType 8 amp numberType 1 amp claimNumber VC amp isPODClaim False Vendor Claim Number pend
209. nsignee dialog box opens allowing you to enter a new consignee Enter the new information and click Save to return to the claim form myEZClaim 31 PROCESSING CLAIMS Entering Loss and Damage Claims 32 myEZClaim 27 Click the Shipper button The Find Shipper dialog box opens 28 29 30 31 32 33 34 35 36 37 MyEZClaim amp Find Shipper Internet Explorer provided by Dell Find Shipper Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH v Use My Shipper Checked True Unchecked False Shipper Shipper Test 1 S1 Contact Address 123 Shipper Shipper OH 44092 UNITED STATES m Internet Protected Mode On 9 100 If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box Select the shipper from the Shipper list and click the Apply button to return to the claim form This information is required to save a claim If you would like to see all shippers not just the shippers in your list click to remove the check mark in the Use My Shipper box If the Shipper is not in the list click the Add button The New Shipper dialog box opens allowing you to enter a new Shipper Enter the new information and click Save to return to the claim form Move to the Internal
210. nt Enter the new information and click Save to return to the claim form 10 Click the Reason button The Find Reason dialog box opens MyEZCiaim Find Reason Internet Explorer provided by Dell eI le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp v rina reason 3 Field to search Reason Code M The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Use My Reason Checked True Unchecked False m Accident Cancelled Damage Carton Damage Only 91 Delay dsdasdsad Freight Charges Loss Full Loss Partial Lost Shipment Missing Skid Other Unknown ind gt m H n gt Done Internet Protected Mode On 100 11 12 13 14 15 16 17 18 RETURN AUTHORIZATIONS Entering Return Authorizations Find the reason that best describes why the claim is being filed from the list and click the Apply button This information is required to save a claim If your company has different groups that handle claims select your claim group from the Claim Group list If the list is empty you can skip this step Click the Carrier button The Find Carrier dialog box opens MyEZClaimG Find Carrier Internet Explorer provided by Dell FI http test2008 myezclaim com Navigation My 20Account Pages
211. nt box and enter the dollar amount that paid for the claim Do not enter the dollar sign Move to the Check Number box and enter the check number for the payment you made Move to the Reason list and select the reason that best describes why a payment was made Move to the Trans Number box and enter the transaction number from the batch payment Move to the Trans Date box and enter the transaction date for the batch payment Move to the Description box and enter any comments associated with the payment Move to the Status list and select a status Click Save to return to the Claim Properties window You can modify an existing subrogation record by selecting the subrogation Make the required changes in the dialog box and click Save to return to the Claim Properties window 80 myEZClaim PROCESSING CLAIMS Updating Claims You can delete an existing subrogation by selecting the subrogation and clicking the Delete button in the dialog box A confirmation dialog displays asking if you are sure you want to delete the record Click OK to delete the record or Cancel to keep the record You are returned to the Claim Properties window After you ve made the required updates click the Save button to close the Claim Properties window and save the updated information If you need to cancel the changes you ve made simply click the Cancel button and the window is closed NOTE Any changes made in Shipping Products Credit Debit Documents
212. nt to include in the report lt All gt is the default m Inthe Claim Status drop down list select the claim status you want to include in the report lt All gt is the default myEZClaim 143 WORKING WITH REPORTS Ad Hoc Reports Advanced Filter Option The Advanced Filter option allows you to filter on any fields in a claim You can build very complex searches using this filtering option RP er sms lt r ae r Ad Hoc Report P l Reports Report Fields Report Options Basic Filter 9 Advanced Filter Explain ure SW Select the criteria that you want to apply and then select the Add button to add it to the criteria listed below Select the Run to Awd fo d fetch the Claims that match the criteria you have entered 1 field name Claim Number X b operator value is equal to X concatenation and or i criteria Show me all claims where 2 gt Oe aps affe ae a mA A oe Yo Taa SO m From the Field Name list select the field on which you want to filter From the Operator list select the search operator you want to use m Select the sort order desired Ascending or descending m Select the concatenation desired And or Or This allows you to filter for claims that meet several requirements See examples m Move to the Criteria box and enter the search criteria m Click the Add button to add the item to the search c
213. nternet Protected Mode On 100 From the Product list double click the product for which the claim is being issued The product s price and weight are copied into the Price and Weight boxes respectively If you would like to see all products not just the products in your list click to remove the check mark in the Use My Product box If the Product is not in the list click the Add button The New Product dialog box opens allowing you to enter a new product Enter the new information and click Save to return to the claim See Adding a Product to the Product List for more information In the Quantity box enter the quantity of the product involved in the claim If the unit price is different from that shown in the Price box enter the correct price If the weight is different from that shown in the Weight box enter the correct weight for a single unit case of the selected product If you are using the Release Value method for the line item calculation you must enter a weight Move to the Sub Product box and enter any additional product information Move to the Receiving Doc ID box and enter the doc ID Move to the Merchandise ID box and enter the ID In the Shipped and Received boxes enter the information In the Import Y N box select whether or not the product was an import By default the reason code matches the reason code selected for the claim If this is not correct select a reason code from the Reason Co
214. o return to the Filtered Claims List All claims matching the search criteria are displayed The filter search criteria is displayed in the current window banner Examples To search for all of the claims that have a Claim ID that begins with LD select Claim Number from the Field Name list and select like single or multiple from the Operator list and then enter LD myEZClaim Filter Claims Internet Explorer provided by Dell IET le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages FilterClaims Pop myEZClaim Filter Criteria Select the criteria that you want to apply and then select the Add button to add it to the criteria listed below Select the Run to fetch the Claims that match the criteria you have entered field name Claim Number operator value is equal to sort order 9 ascending descending none concatenation and or criteria Show me all claims where and order them by 4 Internet Protected Mode 100 in the Criteria box When you click the Run button you are returned to the Claims page Each claim that has a Claim ID that begins with the letters LD are displayed in the Claims page To search for claims that have been modified or created on 10 8 2006 select Date Created from the Field Name list and select value is equal to from the Operator list and then enter 10 8 2006 in t
215. o the Seal Intact box and enter the information Move to the Date Requested box and click the calendar button and select the date This information is required to save a claim Move to the Date Filled box and click the calendar button and select the date filed This information is required to save a claim The Cycle Time box contains the number of days from the date requested to the date filed The number of days is system generated and cannot be modified There is no date until the claim is saved The Updated box contains the date the claim was last modified The date is system generated and cannot be modified There is no date until the claim is saved NOTE Save the claim by clicking the Save button You will not be able to add the Shipping Products Credit Debit Documents Activities Diary or Payments until the claim is saved Continue with the following steps to enter any required information in the Shipping Products Add Charges Credit Debit Documents Activities and Diary tabs SHIPPING PRODUCTS TAB The Shipping Products tab contains all of the product information related to this claim There are three different ways to add product information to the claim You can use the Add Product button Paste Products button or the Multiple Products button Using the Add Product Button l From the Claim Properties page select the Shipping Products tab REUNIR 2 VO sai 0 61 0 00 77 0 007 000 P a
216. o the Vehicle box and enter the number The vehicle number can be the container or trailer box number Move to the Seal Intact box and enter the information Move to the Date Requested box and click the calendar button and select the date This information is required to save a claim Move to the Date Filed box and click the calendar button and select the date filed This information is required to save a claim The Cycle Time box contains the number of days from the date requested to the date filed The number of days is system generated and cannot be modified There is no date until the claim is saved The Updated box contains the date the claim was last modified The date is system generated and cannot be modified There is no date until the claim is saved NOTE Save the claim by clicking the Save button You will not be able to add the Shipping Products Credit Debit Documents Activities Diary or Payments until the claim is saved Continue with the following steps to enter any required information in the Shipping Products Add Charges Credit Debit Documents Activities and Diary tabs SHIPPING PRODUCTS TAB The Shipping Products tab contains all of the product information related to this claim There are three different ways to add product information to the claim You can use the Add Product button Paste Products button or the Multiple Products button Using the Add Product Button 1 From the Claim Properties pa
217. ode list Move to the Serial Number box and enter the serial number Move to the Invoice Number and enter the invoice number Move to the Sales Order Number box and enter the sales order number The Business Group and Product Line default to what is configured on the Product If this information is not correct select the business group and product line from the list NOTE You can calculate the line item total using either the Product Disposition method or the Release Value method 17 18 19 20 21 m Product Disposition Method By default the Disposition Method is calculated as Quantity Price Disposition Percentage The disposition method can be calculated as Price Weight Disposition Percentage by checking the Catch Wt Cale check box under the Weight box a Select the Disposition option The Disposition list is enabled b Select the appropriate product disposition and discount from the Disposition list If you need a disposition that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe disposition discount needs to be modified move to the Percent box and enter a new percent discount A line item total is displayed in the Line Total box This is the product of the Quantity and the Price less the discount either from the Disposition or the Percentage box amp Release Value Method a
218. og box opens r myEZClem amp Product Properties internet Explorer provided by Dell Ea E http 96 124 36 102 myezclaimNet_2008 Navigation My 20A ccount Pages Products_ v ie New Product Save Delete Close B product id display sub product price USD i weight 0 actual rate P business group X product line in my products 1 Checked True Unchecked False updated by last update Curreny shown in US DOLLAR Intemet Protected Mode On 100 4 Enter a value for the Product ID This value is used for tracking information on this product You must use a unique ID for each product you enter If you use a code that has already been assigned to another product an error message is displayed 20 myEZClaim 10 11 12 GETTING STARTED Working with Products List Move to the Display box and enter a description for the product You cannot save a product without a description Move to the Price box and enter the non discounted price of the product Move to the Weight box and enter the weight of the product Move to the Actual Rate box and enter the discounted price of the product Select a Business Group from the list This is not required to add a product to the Product List Select a Product Line from the list This is not required to add a product to the Product List Check in my products to have the product shown in your pro
219. on Email 1 20 2009 4th Request Notification Email 1 27 2009 Final Email Be Notification m priority status due date Normal Open 16 2009 days until notification number of notifications 7 5 Initial 2nd 3rd 4th and final description E comments E Administration Groups Charge To Contractor A Andy Demo Atlanta Hub Done Internet Protected Mode On 10 v From the Priority list select the priority for the task The Status list will default to Open The task is considered open until it completed Once it is completed the Status should be set to Closed Move to the Due Date box If the date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar The Due Date indicates when the second request email will be sent Move to the Days Until Notification box If the number is not correct enter a new number The Days Until Notification determines how many days between email notifications If a 0 zero is entered only the New Task email will be sent No other notifications will be sent Move to the Number of Notifications box Select how many notifications to send Move to the Description box Enter a description for the task Move to the Comments box Enter any comments for the task On the Groups tab select the group s that will be responsible for completing the task On the Administrati
220. on Groups tab select the group s that will be notified when the task is closed If there is a charge to the contractor click the Charge to Contractor tab and check the box charge to contractor Enter all applicable information Click the Save button myEZClaim 83 Updating Claims Entering Subrogation 1 Select the Subrogation tab to add information 2 Click Add Subrogation to create a new record The New Subrogation dialog box opens myEZClaim Claim Subrogation Internet Explorer provided by Dell _ lel le mPa MM _ http test2008 myezclaim com MyEZCLaimNet Navigation Claims Pages ClaimSubrc v New Subrogation payment date payment type 12 30 2008 3 payment amount check number reason trans number trans date description updated by n a last update n a Internet Protected Mode On 100 From the Payment Type list select the payment type that best describes the payment A Move to the Payment Amount box and enter the dollar amount that paid for the claim Do not enter the dollar sign Move to the Check Number box and enter the check number for the payment you made Move to the Reason list and select the reason that best describes why a payment was made Move to the Trans Number box and enter the transaction number from the batch payment Move to the Trans Date box and enter the transaction date for the batch payment Move to the Description
221. ons are shown pa pt Nt n pms we A EE var E pea steer da gn E we e 7g etree pare yf ri x f EP A cal enable SOX security V Checked Yes Unchecked No enable password complexity Checked Yes Unchecked No password expiration days password notification days passwords remember unused account days password min length password max length lt 12 days to keep login history win number of permitted logins after password expiration allowed ip for login using signature starts with Done Internet Protected Mode 100 myEZClaim 159 Security ADMINISTRATION The following is a brief explanation of the options listed Security Option Enable SOX Security Enable Password Complexity Password Expiration Days Password Notification Days Passwords Remember Unused Account Days Password Min Length Password Max Length lt 12 Days to Keep Login History Number of Permitted logins after Password Expiration Allowed IP for Login using Signature Starts With Description Allows you to enable disable SOX Security for your account Allows you to enable disable password validation for your account Sets the numbers of days from the last password reset before a user will have to change their password Sets the numbers of days from the last password reset before a user will s
222. onsignee Name Date shipped Date Received Trailer Pro Vendor Name amount received amount over amount short damages amount seal number seal intact and the claim number Cash Receipt Report This report provides a summary of all claims on which payments have been received sorted by Company Carrier and then Payment Date The report includes the Company Claim Number Carrier Claim Amount Payment Amount Write Off Type Payment Check Number Check Date and Payment Date The report provides record selection options for Company Carrier Payment Date Status Code Status Type and Claim Type Claim And Subrogation Payments This report provides a summary of all claims on which claim and subrogation payments have been received sorted by Company Shipper Carrier and then Payment Date The report includes the Company Claim Number Carrier Shipper Date Filed Claim Amount Payment Amount Payment Date Subro Amount Subro Date Difference and Status The report provides record selection options for Company Carrier Payment Date Status Code Status Type and Claim Type Claim Stratification Report This report provides a summary of the amount of all claims for the specified period The report includes the strata claim count value of the claims outstanding amount and grand totals The report provides record selection options for Date Ranges Company Status Code Status Type and Claim Type Claim Subrogation Payment Details
223. ontains information regarding the documentation associated with the claim From here you can enter the Freight Bill Pro this is used as the Pro Number Airway Bill Number on claim letters and forms claimant reference numbers inspection reports etc You also have the ability to attach documents to the claims from here 1 68 myEZClaim From the Claim Properties window select the Documents tab ry pa E 95 Qm e tet 4 inen AC K P Aff l me e en A ETE gga oe a Lod E Shipping Products Add l Charges Claim Tasks Credit Debit subrogation de on comments No Documents have been entered 0 files attached OMB of 1MB allowed Enterprise Edition Done Internet Protected Mode On 100 Click the Add button The New Document dialog box opens myEZClaim Claim Document Internet Explorer provided by le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Document New Document document type X document id date of 12 29 2008 file name updated by last update Internet Protected Mode On amp 10 Select the Document Type from the list Move to the Document ID box and enter the document ID OR click the Calendar button to select the date from the calendar Move to the Date Of box If the date is not correct you can enter a
224. opens e Top 10 Carriers With Greatest Claim Count Internet Explorer provided by Dell ETSI http test2008 myezclaim com MyEZClaimNet Navigation Reports Pages RunReport aspx mode Top 10 Carriers With v Top 10 Carriers With Greatest Claim Count Run Filed Date From 1 1 2009 E Filed Date To 1 28 2009 n Company 1 demo Company 102 demo Company 11 demo Company multiple m Freight Bill Overcharge Loss and Damage Return Authorization Claim Types multiple Done Internet Protected Mode On 100 4 Inthe Filed Date From and Filed Date To boxes enter a date range or accept the defaults The defaults are for the current month 5 Inthe Company multiple box select the company To select more than one company hold the CTRL key down while clicking on the company names To select all companies just leave the companies unselected 6 Inthe Claim Types multiple box select the claim type To select more than one claim type hold the CTRL key down while clicking on the claim types To select all claim types just leave the claim types unselected myEZClaim 137 Addresses Reports 7 Click the Run button The report opens in an Excel spreadsheet format You can review the reports and print them o NOTE Instead of clicking the Run button you can click the Send By Email button to send the report via email Clicking the
225. orm them of your intent to file a claim you should add the Notice of Intent 1 From the Claim Properties window select the Activities tab iiaae g T ET r di e Ae tes inl feme uu icr meen IT a irm me ee created 8 6 2009 mailed 8 6 2009 OS amp D submit No Activities have been entered acknowledged closed reimbursement date re opened date do not generate letters write off code El M cancelled code 3 rejected code 3 denied code Ej Enterprise Edition Internet Protected Mode On R 100 PROCESSING CLAIMS Entering Loss and Damage Claims 2 Click the Add Activity button The New Activity dialog box opens activity type date of 12 29 2008 created by date created Internet Protected Mode On 3 From the Activity Type list select Notice of Intent Filed 4 Move to the Date Of box If the date is not correct you can enter a new date OR click the Calendar button next to select the date from the calendar The Created By box shows the person who last created or modified the activity It is for display only you cannot manually modify it The Date Created box shows the date of when the activity was created or last modified It is for display only you cannot manually modify it 5 Click the Save button Generally you won t enter any other information in the Activiti
226. ort provides a listing of inbound claims sorted by Company Shipper and Date Created The report includes the Company Shipper Claim Number Carrier Reason Status Claim Amount and Date Created The report provides record selection options for Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims by Reason This report provides a listing of claims sorted by Company Reason Claim Status and Claim ID The report includes the Company Claim Reason Claim ID Carrier Claim Status Claim Amount Amount Paid and Created Date The report provides record selection options for Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims by Status This report provides a listing of all claims sorted by Company Claim Status and Created Date The report includes the Company Claim Status Claim ID Claim Carrier Claim Reason Claim Amount Created Date and Days Old based on the Closed Date The report provides record selection options for Company Carrier Created Date Status Code and Claim Types multiple Detail Report of Claims By Status And Claimant This report provides a listing of claims sorted by Company Status Type Claimant and then Claim Number The report includes the Company Status Type Claimant Claim Number AR Number Document Origin Carrier Claim Reason Claim Amount Payments Outstanding Amount Filed Date and Days Old The report also includ
227. ou want to do this Click OK to delete the recipient click Cancel to leave the record and return to the listing window If you click OK the record is deleted WORKING WITH TASKS To create a task that will be automatically generated when a claim is created you will need to configure email alerts create a task group task rules and then add an auto generated task through Manage Tasks CONFIGURING TASK EMAIL ALERTS Email alerts allow you to customize the message sent to people who you will be e mailing claim tasks and reminders By default the messages are already configured for you You will just need to add the messages that you want 1 Click the Tasks group tab The tasks page opens 2 Click the Task Configuration shortcut The Task Configuration expands showing a list of other options 3 Click the Email Alerts shortcut button The Email Alerts page opens myEZClaim 17 ADMINISTRATION Working with Tasks 4 Click the Add Email Alert button The Email Alerts dialog box opens MyEZClaim Email Alerts Windows Internet Explorer priority Normal e body updated by N A last update N A 1 SY 5 Inthe Alert Type select the type of email alert you want to use H Initial Email New Task This is the email that will be sent out to notify people that a new task has been created 2nd Request Notification Email This email is sent when a task has not been completed by the due date
228. ovided by Dell le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp i Find Claimant Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 M Find region NORTH Y Use My Claimant Checked True Unchecked False Claimant ABC Logistics Inc Contact Anne Smith Address 1231 5 A Street Corvallis OR 97623 Claimant Bay Logistics Inc ll John Larsen FESS 9356 w Any Street Anyplace CA 90310 m Internet Protected Mode On If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box If you would like to see all claimants not just the claimants in your list click to remove the check mark in the Use My Claimant box myEZClaim 59 PROCESSING CLAIMS Entering Vendor Claims Select the appropriate business from the Claimant list and click the Apply button to return to the claim form This information is required to save a claim If the Claimant is not in the list click the Add button The New Claimant dialog box opens allowing you to enter a new Claimant Enter the new information and click Save to return to the claim form 11 Click the Reason button The Find Reason dialog box opens e MyEZClaim Find Reason Internet Explorer provided by Dell http 86 124 36 102 MyEZCla
229. p Pending Claims claimtype lt All gt PO number Converted Pending Claims begins with Cancelled Pending Claims Export All cams TE E Claim Search Options claim nbr claim type sort criteria status code PO number claim rep Claim Letters eed to run filter in order to display Claims Page Buttons Expandable From left to right Shortcut button First Page Previous Page Next Page Last Page Internet Protected Mode On 110 myEZClaim OPENING A RETURN AUTHORIZATION 1 2 Click the View Claims button to get a listing of all outstanding claims Click the Claims tab The Claims page opens to Outstanding Claims RETURN AUTHORIZATIONS Updating Return Authorizations 3 Locate and select the return authorization to be updated The Claim Properties page opens SEARCHING FOR A RETURN AUTHORIZATION The search feature is very useful if you have many claims outstanding or closed and you don t want to scroll through the list The search covers all claims regardless of the claim status 1 2 3 4 5 Click the Claim Search Options shortcut The Claims Search Options expands showing a list of other options Click the Find Claims shortcut The Find Criteria window opens You can search for a claim by claim number bill of lading date bill of lading carrier A R reference number freight bill pro or PO number myEZClaim Find Claims Internet
230. pany and Carrier for all Companies The report includes the Company Claim Number Carrier Reason Freight Bill Outstanding Bill of Lading Date Filed Date Created Days Old Date Mailed Last Updated Days since Last Update totals by carrier for the company and totals for the company The report provides record selection options for the Carrier Name Created or Filed Date and Claim Type Outstanding Claims by Amount This report provides a listing of all outstanding claims sorted by Company and then by Outstanding amount The report includes the Company Claim Number Carrier Reason Bill of Lading Outstanding Date Created Days Old Last Update Days since Last Update totals for each Company and Grand Total The report provides record selection options for the Company Name Carrier Name Created or Filed Date and Claim Type Export Format Detail Report of Outstanding Claims by Amount This report provides a listing of all outstanding claims sorted by Company Code and then by Outstanding amount The report includes the Company Code Company Name Claim Number Carrier Fright Bill Pro Carrier Claim Number Shipper Consignee Claim Reason Outstanding Amount Date Filed Days Old Last Diary Comment and up to three myEZClaim 121 Outstanding Reports additional document type numbers The report provides record selection options for the Company Name Carrier Name Created Date and Claim Type and up to three additional documen
231. payment OR click the Calendar button and select the date from the calendar 10 Move to the Trans Type box and enter the transaction type for the payment P for Payment or R for Reimbursement If the type is R the reimbursement amount is shown in the Reimbursement Amt box when the payment is saved The reimbursement amount does not get applied towards the Outstanding Amt 11 If the payment has not been verified remove the check mark from the Verified box 12 Move to the Comments box and enter any comments associated with the payment 13 Click Save to return to the Claim Properties window You can modify an existing payment by selecting the payment Make the required changes in the Payment Properties dialog box and click Save to return to the Claim Properties window 78 myEZClaim PROCESSING CLAIMS Updating Claims You can delete an existing payment by selecting the payment and clicking the Delete button in the Payment Properties dialog box A confirmation dialog displays asking if you are sure you want to delete the record Click OK to delete the record or Cancel to keep the record You are returned to the Claim Properties window After you ve made the required updates click the Save button to close the Claim Properties window and save the updated information If you need to cancel the changes you ve made simply click the Cancel button and the window is closed Entering a Claim Task 1 Select the Claim Tasks tab to a
232. port includes the Freight Bill Pro Number In or Outbound Claim Trans Mode Claim Age Status Code PO Number Claim Rep Company Name Carrier Vendor Name Delivery Date Reason Code Consignee Name Ship to Country BOL date Shipper Name Last update Total Claim Amount Paid Amount Write Off Amount and Invoice Number The report provides record selection options for Carrier range Consignee range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims By SKU Reason This report provides a listing of claims sorted by Company SKU Reason and Claim Number The report includes the SKU Company Carrier Reason Status Claim Number Filed Date Claim Type Product Description Quantity Claim Amount and email sent to The report includes totals of reason by SKU totals for SKU totals for Company and grand totals The report provides record selection options for Company range Claimant range SKU Product range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims By Status This report provides a listing of claims that meet the selected criteria The report includes the Claim Number Claimant Carrier Claim Reason Claim Amount Payments Outstanding File Date Last Update and Days Old The report myEZClaim 133 WORKING WITH REPORTS Detailed Reports provides record selection options for Company range Carrier range Filed
233. r click the Save button to return to the claim DOCUMENTS TAB The Documents tab contains information regarding the documentation associated with the claim From here you can enter the Freight Bill Pro this is used as the Pro Number Airway Bill Number on claim letters and forms claimant reference numbers inspection reports etc You also have the ability to attach documents to the claims from here NOTE You must enter the following documents in order to print or email the Return Authorization Form Loss or Damage Claim Form Bill of Lading and Purchase Order 1 From the Claim Properties window select the Documents tab conten Ny aun ard prre Ux To need I Ou eene 7 prt en sp wmm E description comments No Documents have been entered Add Document Enterprise Edition Internet Protected Mode On 100 RETURN AUTHORIZATIONS Entering Return Authorizations Click the Add button The New Document dialog box opens myEZClaim Claim Document Internet Explorer provided by B le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages Document New Document document type document id date of 12 29 2008 file name updated by last update Internet Protected Mode On amp 100 Select the Document Type from the list Move to the Document ID box and enter the document ID Move to the Date Of box If th
234. r rhe 13 Editing a Liability 13 Adding a Conversion Rate 2 cece cece nee enn ene nee 14 Editing A Conversion Rate 0 0 e 14 Adding a Subrogation Reason 0 20 eee 15 Editing an Existing Subrogation Code 15 Deleting a Subrogation Reason een 16 Adding a Transportation Mode 16 Editing an Existing Transportation Mode Record 17 Deleting a Transportation Mode Record 0 cece eee ee eee 17 Working with Products Listesi 17 Adding a Business e 17 Editing a Business Group 0 0 00 eee eet tne e eens 18 Deleting a Business Group 1 sisirain asrini cette nee 18 Adding a Product Line 00 0 cece hr 19 Editing Product Line a y mad Fea kok Gas awe RE NU ER 19 Deleting a Product Line 0 2 0 n 20 Adding a Product to the Product amp 20 Editing an Existing Product Record 0 2 0 eee eens 21 Deleting Product Record cade be Ma quce eR ERU QR ERR ee 21 Working with Messages sese 22 Sending a Message i ds lk 14s Desde a Reps eiae ed bids 22 Reading a Me3saBe o de beo abies REESE IESUE S e Sed Se eet E ya 23 Deleting a Message voip Der RIDERS deri eed ire beDO Peres 23 Working with E mail Recipients
235. record selection options for a Reporting Period Company multiple Business Group multiple and Claim Types multiple Claims Summary by Account This report provides a summary of loss and damage reports filed for the current period and year for the reporting period specified This report breaks out the claims filed to the claims that are recovered denied rejected cancelled subrogation and outstanding The report breaks out these claims further by short and damaged The report includes counts amounts outstanding claims by company name and includes an aging of those claims The report provides record selection options for a Current Period range Year to Date range option to include the outstanding claims Region multiple and Claim Types multiple Claims Summary by All Region Company This report provides a summary of loss and damage reports filed for the current period and year for the reporting period specified This report breaks out the claims filed to the claims that are recovered denied rejected cancelled subrogation and outstanding The report breaks out these claims further by short and damaged The report includes counts amounts outstanding claims by company name and includes an aging of those claims The report provides record selection options for a Current Period range Year to Date range option to include the outstanding claims Company multiple Region multiple and Claim Types multiple myEZClaim 127 WORK
236. rep claim status claim amount shipper and consignee The report provides record selection options for Company range Carrier range Created Date range Status Code Status Type and Claim Types multiple Detail Report of Claims By Closed Date This report provides a listing of closed claims for the companies carriers and closed date period specified This report breaks out the closed claims by BOL number and company The report includes BOL number company claim number carrier created date filed date closed date claim amount total payments write off amount payments 1 3 checks 1 3 type date and reason The report provides record selection options for a Company Range Carrier Range Closed Date range and Claim Types multiple Detail Report of Claims By Consignee Location This report provides a summary report of claims for the specified criteria This report breaks out the claims by location and then Consignees with outstanding claims The report provides totals for each location that includes totals for claims filed recovered denied rejected canceled and outstanding The location summary includes a claim count for each claim status and total dollar amount with Year to date totals The outstanding reports are summarized by consignee for each location The outstanding summary breaks out the outstanding claims counts and amounts by 0 to 30 days 31 to 60 days 61 to 90 days and 91 days and greater The report provides record sele
237. riteria Examples To search for all of the claims that have a Claim ID that begins with LD select Claim Number from the Field Name list and select like single or multiple from the Operator list and then enter LD in the Criteria box and click the Add button When the report is run each claim that has a Claim ID that begins with the letters LD will be shown on the report To search for claims that have been modified or created on 10 8 2006 select Date Created from the Field Name list and select value is equal to from the Operator list and then enter 10 8 2006 in the Criteria box When you click the Add button The search criteria is shown in the Show me all claims where section Select Last Modified from the Field Name list then select value is equal to from the Operator list Select Or for Concatenation and then enter 10 8 2006 in the Criteria box Click the Add button Each claim that has been last modified on or created on 10 8 2006 will be shown on the report 144 myEZClaim WORKING WITH REPORTS Ad Hoc Reports Once you have completed setting up your report filters click the Report Fields tab The Report Fields tab is where you select the fields that will be printed in your report 2 b Ad Hoc Report Reports Report Filters Report Options UIN LIA ag Select Group Select Group Fields Report Fields Explain Pi Activitie
238. ro Number Carrier Claim Number Client Reference Number Claim Number Status Carrier Delivery Carrier Vehicle Number Date Filed Age Trans Mode in outbound Reason Date Closed Canceled Rejected Denied Requester Name Document Origin Cost Center Invoice Amount RA Number Bus Group Product Line Product ID Product Description Serial Number Invoice Number Order Number Quantity Line Total Invoice Total Discount Amount Freight Amount Other Amount Claim Amount Payment Amount Write off Outstanding Amount PO Number Buyer Code Vendor Code Authorization Number E mail Sent to Freight Bill Document Invoice Document Carrier Claim Form Bill of Lading Document Air Waybill Credit Memo Debit Memo PO Number Photographs Bill of Lading GEERC Tracking Number Client Reference number Acknowledgements Invoice Correspondence Authorization Comment Container Size Detailed Summary Results 551 Document Claim Documents Commercial Invoice Control Sheet GEERC Delivery Receipt Document Order Number Customer Original Receipt Certified Mail Document Invoice Material and Load Number The report provides record selection options for a Company Range Consignee Range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims By Claimant This report provides a listing of claims for the specified criteria This report breaks out the claims by company claimant and then date
239. rt Fields Report Options Outstanding Reports Detailed Reports Displaying Page 1 of 1 Records 1 to 2 of 2 report name created date created by Graphs Reports m Addresses Reports Detail Report using Ad Hoc Report Total Claim Amount gt 500 W 07 12 2009 Jane Demo J e o Lookup Reports Detail Report of Claims by Dom Int with column basic filter w 08 08 2009 Jane Demo d o Letters Reports Scheduler Ad Hoc Report 3 2008 TranSolutions Inc All rights reserved m D Click the report you want to edit 4 Go through the tabs and make any necessary changes Click the Report Options tab and click the Save button to save the changes DELETING AN AD Hoc REPORT 1 Click the Reports group tab 2 Click the Ad Hoc Report button The Ad Hoc Report page opens Member myEZClaim amp Administrator Company Demo Company Access Level Site Administrator Powered by H Help L t TranSolutions Inc Help Logout My Account Claims Reports Tasks Administration Dashboard gt Ad Hoc Report Report Filters Report Fields Report Options Reports Outstanding Reports Detailed Reports Displaying Page 1 of 1 Records 1 to 2 of 2 report name created date Graphs Reports 3 Addresses Reports Detail Report using Ad Hoc Report Total Claim Amount gt 500 W 07 12 2009 Jane Demo dJ e 7 Lookup Reports Detail Report of Claims by Dom Int with
240. rt provides a listing of claims for the specified criteria This report breaks out the claims by company and then date filed The report includes Company Claim Rep Shipped From claim Ship From Shipper Ship From Address Ship To consignee Ship To Address Ship Date Delivery Date BOL or Pro Number Carrier Claim Number Client Reference Number Claim Number Status Carrier Delivery Carrier Vehicle Number Date Filed Age Trans Mode in outbound Reason Date Closed Canceled Rejected Denied Requester Name Document Origin Cost Center Invoice Amount RA Number Bus Group Product Line Product ID Product Description Serial Number Invoice Number Order Number Quantity Line Total Invoice Total Discount Amount Freight Amount Other Amount Claim Amount Payment Amount Write off Outstanding Amount PO Number Buyer Code Vendor Code Authorization Number E mail Sent to The report provides record selection options for a Company Range Consignee Range Filed Date range Status Code Status Type and Claim Types multiple Export Format Detail Report of Claims Extended This report provides a listing of claims for the specified criteria This report breaks out the claims by company and then date filed The report includes Company Claim Rep Shipped From claim Ship From Shipper Ship From Address 132 myEZClaim WORKING WITH REPORTS Detailed Reports Ship To consignee Ship To Address Ship Date Delivery Date BOL or P
241. rties Internet Explorer provided by Dell a le http test2008 myezclaim com Navigation Claims Pages Email_Popup aspx claimld 7765 amp subject Outstanding Clair myEZClaim Email Message Please enter valid email addresses separated with a comma or semicolon to Do6 from noreply myezclaim com subject Outstanding Claim LD1000000119 Demotronics 0 Attachment 0 00 MB ij Attach Claim 2 7 Attach Claim Documents E Attach Claim Diaries Report E Zip Attachments E Request Confirmation Internet Protected Mode On You can type the e mail addresses in the To CC and BCC boxes or click one of the buttons to select an email address from the list m Recipients button Click the Recipients button to select an address The Recipients dialog box opens This dialog box has a listing of all email addresses entered as Recipients See Working with E mail Recipients for more information Company button Click the Company button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Companies Claimant button Click the Claimant button to select an address The Recipients dialog box opens This dialog box has a listing of the contact email addresses entered for Claimants m Carrier button
242. ry Date Reason Consignee BOL Date Shipper or Last Update from the drop down list and then clicking the Apply button myEZClaim 41 Entering Overcharge Claims 2 Click the New Claim button The Create a New Claim dialog box opens e myEZClaim Create Claim Internet Explorer provided C LO http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Cre Create a New Claim select the claim type loss and damage 2 overcharge 2 return authorization vendor this is a Pending claim Checked True Unchecked False select the claim number optional system generated claim prefix LD user assigned Internet Protected Mode On 3 Select the Overcharge option 4 Accept the System Generated claim number or select User Assigned and enter your claim number NOTE The Claim Number is not assigned until the claim is saved 42 myEZClaim PROCESSING CLAIMS Entering Overcharge Claims 5 Click the Apply button The claim window opens amp http test2008 myezclaim com Navigation Claims Pages Claims Popup aspx claimType 2 amp numberType 1 amp claimNumber OC amp isPODClaim False Claim Number pending daim rep address address Jane Demo status Outstanding x carrier claim bol carrier bol date Es HBH delivery carrier delivery date claim group internal claims address in out j ad
243. s which provide civil and criminal penalties for the unauthorized use reproduction distribution and or sale of copyrighted material Copies of the Software and Documentation are provided to Licensee only for the limited purposes set out in this Agreement 6 ENFORCEMENT Recognizing the unusual nature of software and trade secrets Licensee hereby acknowledges TranSolutions right in addition to any other rights and remedies available to it at law and in equity to obtain immediate injunctive relief in case of any breach or anticipatory breach of this Agreement by Licensee and Licensee expressly consents thereto TranSolutions reserves the right to have audits conducted to verify Licensee s compliance with this Agreement 7 LIMITATION OF LIABILITY INNO EVENT SHALL TRANSOLUTIONS BE LIABLE TO LICENSEE FOR ANY DIRECT CONSEQUENTIAL SPECIAL INCIDENTAL OR SPECULATIVE DAMAGES OR FOR LOST PROFITS OR LOSS OF USE OR ANTICIPATED USE OF OR INABILITY TO USE THE SOFTWARE OR DOCUMENTATION RESULTING FROM OR RELATING TO ANY FAILURE OR DEFICIENCY OF THE SOFTWARE OR DOCUMENTATION OR ANY ACT OR OMISSION OF TRANSOLUTIONS OR THE PERFORMANCE OR BREACH OF THIS AGREEMENT EVEN IF IT HAS BEEN ADVISED OF THE POSSIBILITY THEREOF THIS LIMITATION OF LIABILITY SHALL APPLY WHETHER ANY CLAIM FOR SUCH ARISES IN CONTRACT WARRANTY TORT NEGLIGENCE OR OTHERWISE EXCEPT FOR TRANSOLUTIONS OBLIGATIONS PURSUANT TO THE LIMITED WARRANTY EXPRESSLY SET FORTH HEREIN TRANSOLUTIONS
244. s Claim Number 3 Addresses Claim Type Amounts Status Code J Status Type Custom Fields Reason Code 4 4 JJ Dates Claim Representative 4 3 Documents Company Name 3 3 4 Overcharge Claims Company Code 1 m a Payments Claimant Name H Product Info Claimant Code 4 Contact Name v Claimant Phone Number E i Shipper Name E 4 Shipper Code a X Bill of Lading Carrier Pa Delivery Carrier 2 Carrier Claim Number Carrier Scac Carrier Name lt Carrier Code Consignee Name Consignee Code Destination Shipped From Location In the Select Group column select a group that has a field you would like to have printed in your report By default the Claim Group is selected In the Select Group Fields column select the field s you would like to have in your report Click the right green arrow button to move the field into the Report Fields column The Report Fields column is a list of all fields that will be included in your report To remove a field from the Report Fields column select the field in the Report Fields column and click the left green arrow button Button How it moves the field Moves the selected field from the Select Group Fields column into the Report Fields column To use this button click a field name shown in the Select Group Fields column Click the arrow and the field will move into the Report Fields column Moves the selected field out of the Report Fields column To use th
245. s Contents of Current Page Reports Outstanding Reports List of reports for selected shortcut Detail Reports Graphs Reports Addresses Reports Lookup Reports Letters Built In Letters Custom Letters Reports Scheduler Allows you to automatically run reports and have them emailed to users Ad Hoc Report Allows you to create your own custom reports Tasks Open Tasks List of all tasks matching selected shortcut Open Closed Closed Tasks All All Tasks Task Configuration Task Groups Groups of myEZClaim users that can have tasks assigned to them or be notified when a task is closed Task Rules List of rules for creating a new task Email Alerts Form emails sent for new overdue and closed tasks Manage Tasks Allows you to automatically create tasks based on your task rules and assign them to the groups specified when a claim is created GETTING STARTED MyEZClaim Interface Group Tabs Shortcut Buttons Contents of Current Page Administration Codes Status Codes Reason Codes Cancel Codes Rejection Codes Denial Codes Types Claim Types Payment Types Activity Types Document Types Write Off Reasons Subrogation Reasons Additional Charges Transportation Modes Diary Categories Claim Groups Custom Fields Reports Letters Built In Letters Custom Letters Users Signing Security Error Handling Settings Claims Archiving Import Service Setting List of existing lookup values for selected shortcut All values liste
246. siness You must use a unique Code for each business you enter regardless of business type For Carriers only If applicable enter the Standard Carrier Alpha Code SCAC in the SCAC box Move to the Full Name box and enter the name of the business Move to the Email Address box and enter the email address for the business Qo c gs cin Move to the Website URL box and enter the website address for the business Example http www mycarrier com OR www mycarrier com If you enter a website address you can access that website from the claims 9 For Consignees only Enter a location in the Location box 10 Move to the Contact Name box and enter a contact name for the business 11 Move to the Contact Email box and enter an email address for the contact person 12 Move to the Region box and select the region from the list 13 For Consignees only Click the Company button and select a Company from the list 14 Check In My Business Type if you want to have this business type in your list myEZClaim 7 GETTING STARTED Working with the Lists of Businesses 8 myEZClaim 15 For Companies only If you want users to have access to this company check Available to All Users 16 For Carriers only If you do not want to automatically generate letters for this carrier check Do Not Generate Letters 17 For Companies only Use Logo File if you want a different logo printed on claim forms 30 Day Letter 60 Day Letter 90 D
247. ss group at any time Once you add a business group to myEZClaim you can use the group when creating or modifying a product 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options myEZClaim 17 GETTING STARTED Working with Products List 18 myEZClaim 3 Click the shortcut for Business Groups The Business Groups page opens A list of Business Groups is displayed and sorted by name 4 Click the Add Business Group button The New Business Group dialog box opens e myEZClaim Business Group Properties Internet Explo le http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account F New Business Group display updated by last update Internet Protected Mode On 5 In the Display box enter the name of the business group 6 Click the Save button Click the Close button if you do not want to save this new record Either way you are returned to the Business Groups page If you saved the new record it is displayed in the list EDITING A BUSINESS GROUP You can edit an existing business group record at any time The process of editing an existing record is similar to that of creating a new record 1 Click the My Account group tab The My Account page opens 2 Click the shortcut for Products The Products shortcut expands showing more options 3 Click the
248. st and then enter 10 8 2003 in the Criteria box When 76 myEZClaim PROCESSING CLAIMS Updating Claims you click the Add button The search criteria is shown in the Show me all claims where section Select Last Modified from the Field Name list then select value is equal to from the Operator list Select Or for Concatenation and then enter 10 8 2003 in the Criteria box Click the Add button and then click the Run button Each claim that has been last modified on or created on 10 8 2003 are displayed in the Claims page UPDATING LOSS AND DAMAGE CLAIMS 1 Click the claim to be updated The Claim Properties window opens with the selected claim Claim Activities Acknowledgement 2 Ifyou received an acknowledgement for this claim click the Activities tab and move to the Acknowledged box to enter the date on which you received the acknowledgement If the carrier assigned a claim ID enter this number in the Carrier Claim box that is located in the Carrier area The carrier has 30 days to provide a claim ID and to acknowledge a claim 3 Click the Save button Claim Cancelled 4 Ifthe claim has been cancelled click the Activities tab and move to the Cancelled Code box to enter the date on which the claim was cancelled 5 Move to the box to the right of the Cancelled Code box and select the reason that best describes why the claim was cancelled 6 Change the Status of the claim upper right hand corner to Closed 7 Click th
249. st and click the Apply button This information is required to save a claim If you would like to see all consignees not just the consignees in your list click to remove the check mark in the Use My Consignee box If the Consignee is not in the list click the Add button The New Consignee dialog box opens allowing you to enter a new Consignee Enter the new information and click Save to return to the claim form RETURN AUTHORIZATIONS Entering Return Authorizations 22 Click the Shipper button The Find Shipper dialog box opens 23 24 25 26 27 28 29 30 31 32 33 MyEZClsim amp Find Shipper Internet Explorer provided by Dell pem le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp Find Shipper Fina f Ada Field to search Full Name Y The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH m Use My Shipper Checked True Unchecked False Shipper Shipper Test 1 S1 Contact Address 123 Shipper Shipper OH 44092 UNITED STATES M Internet Protected Mode On If the Region is incorrect select a different region from the list By default the region you are working in is in the Find Region box Select the shipper from the Shipper list and click the Apply button to return to the claim form This information is required to
250. t Quantity 2 The quantity of the product Unit Price 2 The unit price of the product Product Code 3 The code for the product Product Description 3 The description of the product Sub Product 3 Additional information for the product Quantity 3 The quantity of the product Unit Price 3 The unit price of the product Product Code 4 The code for the product Product Description 4 The description of the product Sub Product 4 Additional information for the product Quantity 4 The quantity of the product Unit Price 4 The unit price of the product Product Code 5 The code for the product 154 myEZClaim Product Description5 The description of the product Sub Product 5 Additional information for the product Quantity 5 The quantity of the product Unit Price 5 The unit price of the product Other Transportation Costs Enter the applicable freight charges Total Claim The total amount of the claim Diary Diary entry Diary 1 First diary entry Diary 2 Second diary entry Diary 3 Third diary entry Diary 4 Fourth diary entry Diary 5 Fifth diary entry Payment Date IMPORTING CLAIMS FROM EXCEL Import Fields Conditionally required this is only required if there is a value for Payment Amount This field is required if a Payment is made If left blank the claim will not import and an error message will be shown Payment Code Conditionally required th
251. t gt 500 w 07 12 2009 Lookup Reports Detail Report of Claims by Dom Int with column basic filter w 08 08 2009 Letters Reports Scheduler Ad Hoc Report Jane Demo ce Jane Demo 2008 m 3 Click the Add button Er The Report Filters tab is shown 4 Select the filter option you want to use You can use the Basic Filter option or the Advanced Filter option By default the Basic Filter option is selected The Basic Filter option is the easiest to use adn the Advanced Filter options works just like the Filter View feature for claims Follow the instructions for the option you selected 142 myEZClaim WORKING WITH REPORTS Ad Hoc Reports Basic Filter Option The Basic Filter option allows you to filter on the dates the claims were created the claim type and the claim status UM ey Shuson fuste g Ad Hoc Report Reports Report Fields Report Options lt Basic Filter Advanced Filter Explain 2 claim created date lt All gt Y Explain 4 from Ed to daim status lt All gt s E 3 Ex 79 poco alb A T y daimtype lt All gt e Inthe Claim Created Date drop down list select lt All gt to search all dates OR select Between to specify a range of create dates lt All gt is the default m Inthe Claim Type drop down list select the claim type you wa
252. t correct you can enter a new date OR click the Calendar button next to select the date from the calendar The Created By box shows the person who last created or modified the activity It is for display only you cannot manually modify it The Date Created box shows the date of when the activity was created or last modified It is for display only you cannot manually modify it 5 Click the Save button PROCESSING CLAIMS Entering Overcharge Claims Generally you won t enter any other information in the Activities tab when first entering a claim This information is entered when updating a claim Some of the boxes in this tab are automatically updated When the claim is created the Created Date is filled with the current date When you update a claim the Last Update box is filled with the current date NOTE Any changes made in Shipping Products Credit Debit Documents Activities Diary or Payments are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections DIARY TAB The Diary tab is used to add diary notes that help you keep track of the events associated with the claim 1 Select the Diary tab pt a E ee EN Vul u fT nei TT ed e Overcharge Items Add Charges Claim Tasks credi Bak Subrogation p v en comments 7 11 2009 Jane Demo System generated Status changed from New Record to Outstanding Enterprise Edition
253. t import and an error message will be shown stating why the claim did not import 152 myEZClaim IMPORTING CLAIMS FROM EXCEL Import Fields Delivery Carrier 3rd The name of the 3 party delivery carrier Vehicle The vehicle number can be the container or trailer box number AIR The A R ledger number assigned to the claim by accounting for the carrier receivable Document Origin The origin of the claim documentation Shipped From If the shipment was made from a location other than that shown for the Shipper enter the address from which the shipment was actually made BOL Date The date of the bill of lading Date Filed Required The date that the claim was filed This information is required to import a claim Product Code The code for the product Product Description The description of the product Sub Product Additional information for the product Quantity The quantity of the product Unit Price The unit price of the product Product Code 1 The code for the product Product Description 1 The description of the product Sub Product 1 Additional information for the product Quantity 1 The quantity of the product myEZClaim 153 IMPORTING CLAIMS FROM EXCEL Import Fields Unit Price 1 The unit price of the product Product Code 2 The code for the product Product Description 2 The description of the product Sub Product 2 Additional information for the produc
254. t types RUNNING OUTSTANDING REPORTS 1 Click the Reports group tab The Outstanding Reports page opens 2 Click the report you want to run The Report Criteria dialog box opens Outstanding Claims by Amount Internet Explorer provided by Dell Ted http test2008 myezclaim com Navigation Reports Pages RunReport aspx mode Outstanding Claims by Amount Outstanding Claims by Amount m Company From Company To Carrier From Carrier To Filed Date From 8 1 2009 a To 8 28 2009 a m Freight Bill Overcharge Loss and Damage Return Authorization Delivery format Adobe Acrobat PDF pdf Claim Types multiple 4 4 Done Internet Protected Mode On 100 3 Click Company From The Find Company dialog box opens MyEZClaim Find Company Internet Explorer provided by Dell mes 2 http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd v Find Company Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA Use My Company 4 Checked True Unchecked False Company MG Corporation MG1234 Contact Mike Gard Address 123 Main St Willoughby Hills OH 44120 UNITED STATES Internet Protected Mode On 122 myEZClaim WORK
255. t update Internet Protected Mode On 100 Select the Document Type from the list Move to the Document ID box and enter the document ID Move to the Date Of box If the date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar Click the Save button when you are done If you are not going to attach a document click the Close button to return to the claim Click the Attach button to attach the document to the claim if applicable The File Attachment dialog box opens e myEZClaim Add File Attachment Internet Explorer 5 le http test2008 myezclaim com Navigation Claims Pages FileAttachm v myEZClaim File Attachment From Disk From Outlook Click Browse to select the file or type the path to the file in the box below Click Save when you are finished Browse Internet Protected Mode On You can attach files by using the From Disk or From Outlook options If you are attaching From Disk Click the Browse button The Choose File dialog box opens Locate and select the document you want to attach to the claim Click the Open button to return to the File Attachment dialog box Click the Save button to return to the New Document Dialog box myEZClaim 53 PROCESSING CLAIMS Entering Overcharge Claims 54 myEZClaim If you are attaching From Outlook Select the From Outlook radio b
256. tart receiving notification to change their password This option prevents a user from using the same passwords as used previously By setting this option you are setting how many previous passwords are remembered for a user This prevents the user from using the same passwords over and over again Example If this option is set to 6 the last six passwords for a user will be remembered When the user goes to change their password myEZClaim will check to make sure that the password is not the same as any of the last six passwords that they used This configures how many days until an unused account is deactivated This option sets the minimum length for a user s password This option sets the maximum length for a user s password The maximum length of passwords can be configured to be as high as 12 characters This configures how many days that login history of employees will be kept The login history can be viewed from the HelpDesk page See HelpDesk Security on page 169 for more information This option sets the number of time a user can login with an expired password 3 After you have completed configuring the security for your account scroll up to the top of the dialog and click the Save button to save the changes and exit the dialog box 160 myEZClaim ADMINISTRATION Working with Users WORKING WITH USERS When you first setup MyEZClaim you will need to create profiles and user logins for the people who wil
257. ted with a claim You should use caution when deleting a record once it is deleted it cannot be recovered 1 2 3 4 Click the Administration group tab The Administration page opens Click the shortcut for Subrogation Reasons Click the record to be deleted The properties dialog box opens with the current information displayed Click the Delete button A message is displayed asking you sure you want to do this Click OK to delete the record click Cancel to leave the record and return to the listing window If you click OK the record is permanently removed from the list as long as it is not associated with any claims If it is associated with any claims an error message is displayed Click Close to return to the address listing window The record is not deleted ADDING A TRANSPORTATION MODE You can add a transportation mode record at any time Once a transportation mode has been added to the list you can use that mode in a claim l 2 3 Click the Administration group tab The Administration page opens Click the shortcut for Transportation Modes Click the Add button and the New Transportation Mode dialog box opens myEZClaim amp Transporation Mode Properties Internet Expl euren http 86 124 36 102 myezclaimNet_2008 Navigation My 20Account Page New Transporation Mode display updated by last update Internet Protected Mode On GETTING STARTED
258. ter the invoice number Move to the Sales Order Number box and enter the sales order number The Business Group and Product Line default to what is configured on the Product If this information is not correct select the business group and product line from the list NOTE You can calculate the line item total using either the Product Disposition method or the Release Value method 17 18 19 104 myEZClaim m Product Disposition Method By default the Disposition Method is calculated as Quantity Price Disposition Percentage The disposition method can be calculated as Price Weight Disposition Percentage by checking the Catch Wt Calc check box under the Weight box a Select the Disposition option The Disposition list is enabled b Select the appropriate product disposition and discount from the Disposition list If you need a disposition that is not in the list you need to close the New Product dialog box you must enter a quantity if you want the product information to be saved with the claim c Ifthe disposition discount needs to be modified move to the Percent box and enter a new percent discount A line item total is displayed in the Line Total box This is the product of the Quantity and the Price less the discount either from the Disposition or the Percentage box amp Release Value Method a Select the Release option The Release list is enabled b Select the appropriate release valu
259. the Reason field does not match one of the Reason lookups the claim will not import and an error message will be shown Claim Rep The Claim Rep field should be the name of the person responsible for following up on the claim Company Code Conditionally required this is only required if the Company is blank The code for the Company If the Company Code is blank the name of the Company is required If the Company Code field and the Company Name field are blank the claim will not import and an error message will be shown stating why the claim did not import Company Conditionally required this is only required if the Company Code is blank The name of the Company Claimant Code Conditionally required this is only required if the Claimant is blank The code for the Claimant If the Claimant Code is blank the name of the Claimant is required If both of the Claimant Code and the Claimant fields are blank the claim will not import and an error message will be shown stating why the claim did not import myEZClaim 151 IMPORTING CLAIMS FROM EXCEL Import Fields Claimant Conditionally required this is only required if the Claimant Code is blank The name of the Claimant for the Claim This information is only required if the Claimant Code field is blank If the Claimant does not exist in myEZClaim the Claimant is created in myEZClaim with an auto generated Claimant Code The auto generated Claimant Code will start with CL
260. the total of the claim then change the status of the claim to CLOSED Click the Save button to close the claim form A message will open asking you to confirm that you want to write off the balance Click the OK button The Claim Write Off dialog box opens e myEZClaim Claim Write Off Internet Explorer provided by M le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages WriteOff_Popup as Claim Write Off write off reason write off date Internet Protected Mode On In the Write Off Reason select the reason that best describes why the claim was written off Enter the date on which the claim was written off in the Write Off Date You can instead use the calendar button to open the calendar and select the appropriate date Click the Save button The unpaid amount is written off and the Writ Off information shown on the Activities tab is updated myEZClaim 85 Reversing a claim REVERSING A CLAIM You can reverse a claim amount just by clicking a button Reversing a claim creates an identical claim with a negative balance The original claim will include a diary entry that list the claim number of the reversed claim The claim created by reversing the original claim includes a diary entry that lists the original claim number To reverse a claim the claim must have at least one payment and have a status of Closed 1 Edit the claim that needs to be re
261. thorization claim number l 2 Open the return authorization that needs to be converted Click the Convert button The dialog opens myEZClaim amp Convert Claim Internet Explorer provided http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Coi v Convert to Loss And Damage Claim select the claim number optional O system generated claim prefix LD m n user assigned select the claim status status Outstanding Y ED Internet Protected Mode On Accept the System Generated claim number or select User Assigned and enter your claim number Select the status for the converted claim The only status that cannot be selected is Closed Click the Apply button The claim window opens Make any changes and save the claim myEZClaim 119 Printing the REturn Authorization Form PRINTING THE RETURN AUTHORIZATION FORM myEZClaim allows you to e mail return authorizations once the required information is entered You must enter at least one product and enter in the following documents before printing or emailing the Return Authorization Form Loss or Damage Claim Form Bill of Lading and Purchase Order If these have not been entered prior to clicking the Print button an error message will indicate what information is missing 1 From the Claims page open the return authorization you want to e mail The Cl
262. tion is required to save a claim If you would like to see all claimants not just the claimants in your list click to remove the check mark in the Use My Claimant box If the Claimant is not in the list click the Add button The New Claimant dialog box opens allowing you to enter a new Claimant Enter the new information and click Save 11 Click the Reason button The Find Reason dialog box opens PROCESSING CLAIMS Entering Overcharge Claims Field to search Use My Reason e MyEZClaim Find Reason Internet Explorer provided by Dell Reason Code The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Checked True Unchecked False Accident Cancelled Damage Carton Damage Only di Damage Delay dsdasdsad Freight Charges Loss Full Loss Partial Lost Shipment Missing Skid Other Unknown Internet Protected Mode On Double click the reason that best describes why the claim is being filed from the list This information is required to save a claim 12 If your company has different groups that handle claims select your claim group from the Claim Group list If the list is empty you can skip this step myEZClaim 45 PROCESSING CLAIMS Entering Overcharge Claims 46 myEZClaim 13 14 15 16 17 18 Click the Carrier button The Find Carrier dialog box op
263. to M You can leave these boxes blank to print all carriers Date Ranges The reports use a number of various date range options when generating reports Filed Date Cancelled Date Denied Date Write Off Date Current Period Reporting Period and Payment Date 6 Entera range of dates in the From and To boxes These ranges are inclusive dates that are either equivalent to or between the From and To values are included in the report Year to Date Ranges 7 Enter the From date in the Year to Date Range From box The To date is one year from the From date you entered Dates that are either equivalent to or between the From and To values are included in the report myEZClaim 135 WORKING WITH REPORTS Detailed Reports Status Code 8 Select the Status Code from the list Leave blank to select all Status Type 9 Select the Status Type from the list Leave blank to select all Product Ranges 10 In the Product From and Product To boxes enter a range of Product names You can enter complete names partial names or just letters such as A to M You can leave these boxes blank to print all carriers 11 In the Product ID From and Product ID To boxes enter a range of Product IDs Company Multiple 12 In the Company Multiple box select the company To select more than one company hold the CTRL key down while clicking on the company names To select all companies just leave the companies unselected Region Multiple
264. to the claim by accounting for the carrier receivable Move to the Domestic International box and select the type of shipment By default this is set to Domestic This information is required to save a claim Move to the Document Origin box and enter the origin of the claim documentation Move to the Shipped From box If the shipment was made from a location other than that shown for the Shipper enter the address from which the shipment was actually made myEZClaim 63 PROCESSING CLAIMS Entering Vendor Claims 64 myEZClaim 31 32 33 34 35 36 37 38 39 40 41 42 43 Move to the Replacement SOID and enter the information Move to the Invoice Amt box and enter the amount of the invoice By default the amount is 0 The Additional Claim Information link allows you to enter more information for the claim This link is not active until after the claim is saved Move to the Requester Name box and enter the name of the person or organization requesting the claim Move to the Recovery Amt box and enter the anticipated claim recovery Move to the Cost Center box and enter the cost center responsible for the claim For the Claim Responsibility click on the circle next to the responsible party By default this is set to Shipper Insurance Move to the Vehicle box and enter the number The vehicle number can be the container or trailer box number Move to the Seal box and enter the number Move t
265. ton to return to the claim DOCUMENTS TAB The Documents tab contains information regarding the documentation associated with the claim From here you can enter the claimant reference numbers inspection reports etc You also have the ability to attach documents to the claims from here 1 From the Claim Properties window select the Documents tab im mtu Pa anini gt E Qnm I wey TN p AC gi p affe ga n t9 agen 08 NM Erra M Shipping Products Add Charges Claim Tasks Credit Debit subrogation description comments No Documents have been entered ER o ies attached of 1MB allowed Enterprise Edition Done Internet Protected Mode On R10 2 Click the Add Document button The New Document dialog box opens myEZClaim Claim Document Internet Explorer provided by FI http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages Document New Document document type X document id date of 12 29 2008 file name updated by last update Internet Protected Mode On amp 100 Select the Document Type from the list 4 Move to the Document ID box and enter the document ID Move to the Date Of box If the date is not correct you can enter a new date OR click the Calendar button to select the date from the calendar 6 Click the Save button when you ar
266. ts This is the Comments entered in the Comments field on the Documents tab of the claim n Description o This is the task description n DueDate This is the due date for the task n ClaimURL Using this will add a link to the claim When the user clicks this link they will be taken to a login screen Once they have logged into myEZClaim the claim will open Click Save to save all of your changes Add additional email alerts for each email alert you will be using CREATING A GROUP The task group list is an e mail address book of people who you will be e mailing claim tasks and reminders Task groups can be added at any time In order for a person to be added to a Task Group they must first be a myEZClaim User 1 Click the Tasks group tab The tasks page opens 2 Click the Task Configuration shortcut The Task Configuration expands showing a list of other options 3 Click the Task Groups shortcut button The Task Groups page opens 4 Click the New Group button The New Group dialog box opens Group Properties Internet Explorer provided by Dell zl flies http test2008 myezclaim com MyEZClaimNet Navigation My 20T asks Pages Grouy New Group Group Description updated by last update Andy Demo Anne Smith Heather Munion Josh Randolph Select All Internet Protected Mode On 100 L In the Group Description box enter the name of the group Check t
267. ually modify it Click the Save button Generally you won t enter any other information in the Activities tab when first entering a claim This information is entered when updating a claim Some of the boxes in this tab are automatically updated When the claim is created the Created Date is filled with the current date When you update a claim the Last Update box is filled with the current date NOTE Any changes made in Shipping Products Credit Debit Documents Activities Diary or Payments are NOT cancelled by clicking the Cancel button You must manually undo any changes you ve made in these sections myEZClaim 71 Entering Vendor Claims DIARY TAB The Diary tab is used to add diary notes that help you keep track of the events associated with the claim 1 From the Claim Properties window select the Diary tab Ve ee ee Lee Le he ee CT 9 VW DEN m m mitai v ai up Shipping Products Add l Charges Claim Tasks Credit Debit Subrogation comments No Diary entries have been entered Enterprise Edition Double click to change security settings Internet Protected Mode 2 Click the Add Diary button to add a new diary note The New Diary Entry dialog box opens r myEZClaim Claim Diary Properties Internet Explorer provid fissis le http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages ClaimDia New Diary Entry date of 12
268. uments attach Claim Diaries Report Zip Attachments Request Confirmation Done Internet Protected Mode On amp 1005 v Check the box next to Request Confirmation to have receipt ofthe claim acknowledged This option is not shown if the claim has already been acknowledged By checking this box the person s receiving this email will receive a link to confirm receipt of the claim online Complete the email as usual The person who you sent an email to will receive an email similar to the one shown below Lm UC ET SUCOM PT OE LIEN Fe A gf VV gU LN te NL Mee 5 ttr uc To acknowledge reciept of this email please click the following link http www myezclaim net if MyEZClaimNET AcknowledgeClaim aspx ackld 50e380b5 65f0 4efb 91c4 7966d22f278f H Report Pdf 227K View as HTML Download E Fe niii n ans AI i omen es Son Em ii ae ee When they click the link they are taken to a page to acknowledge the receipt of the claim myEZClaim 91 Processing Follow Up Letters myEZClaim Acknowledge Claim To complete the Claim Acknowledgement process please enter you first and last name below then click the Submit button first name last name comments your email address suBmIT The carrier only needs to enter in their first name and last name and then click Submit A thank you dialog will be shown when
269. utton Click the Get Emails button Locate and select the email document you want to attach to the claim Click the Save button to return to the New Document Dialog box NOTE Any comments entered in the Comments box will be printed on the claim form ACTIVITIES TAB The Activities tab contains information that helps you track the status of the claim If you have contacted the carrier to inform them of your intent to file a claim you should add the Notice of Intent 1 From the Claim Properties window select the Documents tab Des us cess Bie cm m Pf um fe v vL em UU TM usine created 7 11 2009 mailed 7 11 2009 OS amp D submit No Activities have been entered acknowledged closed reimbursement date re opened date do not generate letters write off code E n cancelled code X M rejected code 3 denied code B X j Enterprise Edition E Done Internet Protected Mode On R10 2 Click the Add Activity button The New Activity dialog box opens myEZClaimt Claim Activity Properties Internet Exp CE http 86 124 36 102 myezclaimNet 2008 Navigation Claims Pages v activity type date of 12 29 2008 created by date created Internet Protected Mode On From the Activity Type list select Notice of Intent Filed 4 Move to the Date Of box If the date is no
270. versed NOTE If you attempt to reverse a claim that has already been reversed a dialog box will open and show the reversed claim number 86 myEZClaim 2 Click the Reverse button The Reverse Claim Dialog opens e Reverse Claim Popup Internet Explorer provided by Dell B Reverse Claim le http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages Re select the claim number optional claim prefix CR m system generated 5 user assigned select the claim status status Outstanding d Internet Protected Mode On PROCESSING CLAIMS Changing a Claim Number 3 Acceptthe System Generated claim number or select User Assigned and enter your claim number By default all reversed claims have claim numbers that start with CR 4 In the Status field select the status of the claim By default the status is set to Outstanding 5 Click the Apply button The claim window opens On the Products tab the Product Qty and Line Total show negative amounts The Freight Amt and Add Amt show negative amounts The Diary tab also contains an entry indicating what claim was reversed CHANGING A CLAIM NUMBER myEZClaim allows for changing the claim number of an existing claim The new claim number must be a unique number 1 Open the claim that needs the claim number changed 2 Click the Reassign button next to the claim number The Reassign dialo
271. voice PO number internal claim address address in out trans mode X acct rec requester name vehicle amp domestic international Domestic hd recovery amt seals document origin cost center seal intact shipped from claim responsibility Carrier date requested 8 9 2009 E replacement soid Shipper Insurance date filed 8 9 2009 3 invoice amt 0 Company Insurance cycle time lodays 7 additional claim information updated ege reimburse amt enti 26 myEZClaim RT write off amt discount amt freight amt add l charges total outstanding amt teta cente aai 8 H3 mmm PROCESSING CLAIMS Entering Loss and Damage Claims 5 Click the Company button The Find Company dialog box opens MyEZClaim Find Company Internet Explorer provided by Dell le http test2008 myezclaim com Navigation My 20Account Pages Find_Popup aspx ShowAd Find Company RITE NITE Field to search Full Name v The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH AMERICA Use My Company V Checked True Unchecked False Company MG Corporation MG1234 Contact Mike Gard Address 123 Main St Willoughby Hills OH 44120 UNITED STATES n Internet Protected Mode On If the Region is incorrect select a different region from the list By default the region
272. w Claim button The Create a New Claim dialog box opens e myEZClaim Create Claim Internet Explorer provided E http 86 124 36 102 myezclaimNet_2008 Navigation Claims Pages Cre v Create New Claim select the claim type loss and damage overcharge return authorization vendor this is a Pending claim Checked True Unchecked False select the claim number optional system generated claim prefix LD user assigned Internet Protected Mode On amp 10095 myEZClaim 25 PROCESSING CLAIMS Entering Loss and Damage Claims 3 Select the Loss and Damage option If this is a pending claim Proof of Delivery or POD select the check box for This is a Pending Claim Accept the System Generated claim number or select User Assigned and enter your claim number 4 Click the Apply button The claim window opens NOTE The Claim Number is not assigned until the claim is saved myEZClaim Claims P http test2008 myezclaim com Navigation Claims Pages Claims Popup aspx claimType 1 amp numberType 1 amp claimNumber LD amp isPODClaim False ee Claim Number pending claim rep Jane Demo v status Outstanding X carrier claim address address bol carrier bol date E delivery carrier delivery date A freight bill pro freight bill date 3 claim group in
273. which the delivery was made in the Delivery Date box or click the Calendar button and select the date from the calendar This information is required to save a claim 21 Enter the PO Number in the PO Number box This information is required to save a claim 22 Click the Consignee button The Find Consignee dialog box opens MyEZClaim amp Find Consignee Internet Explorer provided by Dell Field to search Full Name The asterisk can be used for a wild card search in your criteria Find criteria Max records 30 Find region NORTH Y Use My Consignee Checked True Unchecked False Consignee Demo Customer CU 001 Contact First LastName Address 123 Main Street Cleveland OH 44110 UNITED STATES Consignee HM Industries Contact Address 123 w Maya Street Milwaukee MN 53201 m Internet Protected Mode On Select the consignee from the Consignee list and click the Apply button This information is required to save a claim If you would like to see all consignees not just the consignees in your list click to remove the check mark in the Use My Consignee box If the Consignee is not in the list click the Add button The New Consignee dialog box opens allowing you to enter a new Consignee Enter the new information and click Save to return to the claim form 62 myEZClaim 23 24 29 26 27 28 29 30
274. x and enter the anticipated claim recovery 35 Move to the Cost Center box and enter the cost center responsible for the claim 36 Move to the 3rd Party Bill To box Enter the 3rd party information 37 Enter the contact information in the Contact Name Contact PH and Contact Fax 38 Move to the Date Available for Pickup box and enter the date that the return items can be picked up 39 Move to the Hours Available for Pickup box and enter the time frame that the return items can be picked up 40 Move to the Was Original a Drop Ship box and select Yes or No By default Yes is selected 41 Move to the Vehicle box and enter the number The vehicle number can be the container or trailer box number 42 Move to the Seal box and enter the number 43 Move to the Seal Intact box and enter the information 44 In the Return Pro box enter the return number 45 Move to the Date Requested box and click the calendar button and select the date This information is required to save a claim 46 Move to the Date Filed box and click the calendar button and select the date filed This information is required to save a claim 47 The Cycle Time box contains the number of days from the date requested to the date filed The number of days is system generated and cannot be modified There is no date until the claim is saved 48 The Updated box contains the date the claim was last modified The date is system generated and cannot be modified T
275. y payments made The Outstanding Amt is for display only you cannot manually modify this value 22 The currency is shown in USD To change the currency click the Globe icon and select a different currency NOTE Any additions or changes to the Shipping Products information are NOT cancelled by clicking the Cancel button in the Claim Properties window this does not include the Reimbursement Amt Write Off Amt Discount Amt Freight Amt and Other Amt You must manually undo any modifications you ve made in this section Using the Paste Products Button The Paste Products button is available to allow SAP users to copy product information from your SAP screen and paste the part number and Quantity to the products screen From the Claim Properties page click the Paste Products button The Copy amp Paste Products dialog box opens You can copy the products from the SAP screen only the part number and quantity and paste to the screen Edit the screen for the correct part number and quantity Using the Multiple Products Button The Multiple Products button is available to allow you to add multiple products all at once You can copy and paste the information from another screen or just type in the information From the Claim Properties page click the Multiple Products button The New Product dialog box opens Enter the information and then Save to return to claim NOTE When using the Multiple Products to input your products for the claim the
276. you are working in is in the Find Region box If you would like to see all companies not just the companies in your list click to remove the check mark in the Use My Company box and click the Find button 6 Select the company responsible for filing the claim from the list and click the Apply button to return to the claim form This information is required to save a claim If the company does not exist you can create a new company record by clicking the Add button The New Company dialog box opens allowing you to enter a new Company Enter the new information and click Save to return to the claim form 7 Claim name is automatically populated based on your login The Claim Rep is the person responsible for following up with the carrier If you are modifying a claim or entering new data select your name from the list in the Claim Rep box This information is required to save a claim 8 The Status box displays the default of OUTSTANDING This should not be changed until the claim is closed If you selected This is a Pending Claim when you created the claim the Status box will have a default status of Pending myEZClaim 27 PROCESSING CLAIMS Entering Loss and Damage Claims 9 Click the Claimant button The Find Claimant dialog box opens e MyEZClaim Find Claimant Internet Explorer provided by Dell le http 86 124 36 102 MyEZClaimNet_2008 Navigation My 20Account Pages Find_Popup asp i Find Claimant

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