E1. List of changes you can make yourself

From Release 5 you are able to manage changes to both your organisation's LIVE and TRAINING Claims Portal accounts yourself. This includes:

Please note that all changes made to your account are recorded, and may be monitored, for audit purposes. You will see the message below when your changes have been successfully made.

 

E.1.1 Change your Organisation details

To make changes to your organisation click 'My Organisation' on the top menu bar.

 

My Organisation

You will the see the information that the Claims Portal holds for your organisation. Click the 'Edit' button to make your changes.

 Organisation Detail

On the organisation details form you can amend the address, telephone/fax numbers and email address. All manadatory fields are indicated with a *. Please note that only one of 'Building name' or 'Building number' are mandatory, although both fields can be completed.

Click the 'Confirm' button when you are happy with your changes. You will see a message that your changes have been successfully made and have been logged for audit purposes.

Branch Overview

It is very important to note that once created, branches cannot be deleted, so careful consideration should be made about how many branches you will need in the Portal. Creating and updating branches works the same for both compensator and claimant representative organisation types.

Please see section A3. Understanding branches for a detailed overview of branches and the functional differences for compensators and claimant representatives.

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E.1.2 Create new branches

The images shown below to create a new branch are for compensators, although the steps are the same for both organisation types. To create a branch, navigate to 'My Organisation' at the top left of Administrative Console menu as described above in section E.2.1. This will display your organsiation details, and below it any branches that have already been created. Select the 'New Branch' button to create a new branch.

You will be brought to a blank branch details form to complete. The Branch ID will be automatically assigned. You will have to enter all the mandatory fields, indicated with a *. If the branch does not have it's own telephone number or email address please use the same details used for the organisation.

Compensators have two branch types of 'Central Point' or 'Handling Point'. There can only be one branch of type 'Central Point' and will always be named ‘001’ by default. An error message will generate if you attempt to create more than one enabled branch type of 'Central Point'.

The central point is the branch into which all CNFs are received, and can also handle claims. The additional branches that can be created are referred to as handling points.

Claimant Representatives only have the option to select a branch type of 'Handling Point'.

You should consider how to name your branches so that they remain appropriate over the long term.

When you have finished setting up your new branch click the Confirm button. You will see a message that your changes have been successfully made and have been logged for audit purposes. You will see your newly created branch in the list of your organisations branches.

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E.1.3 Update branch details

The images shown below to make changes to existing branches are for claimant representatives, although the steps are the same for both organisation types. To update branch details, navigate to 'My Organisation' at the top left of Administrative Console menu as described above in section E.2.1. This will display your organsiation details, and below it your existing branches that have already been created. Select the branch you would like to make changes to by clicking the 'Select' link.

 

You will be brought to the Branch details screen to see all the existing details for the selected branch. Click the 'Edit' button to make your changes.

You will be brought to the Branch details form to make your changes. Some fields, like the Branch ID cannot be updated. Make all your necessary updates ensuring you complete all the mandatory fields, indicated with a *. If the branch does not have its own telephone number or email address please use the same details used for the organisation.

Once you have finished making your changes click the 'Confirm' button. You will see a message that your changes have been successfully made and have been logged for audit purposes. Click the 'Back' button to return to your organisations details and see the complete list of branches.

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