| Permissions - by Claim Status | |||||||||||
| Action | |||||||||||
| Current Claim Status | Target Claim Status | ||||||||||
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| Assignment Sent | Assignment Received | Insured Contacted | Inspection Performed | Estimate Completed | Estimate Approved | Job Started | Job Completed | Claim Closed | Claim Closed (cashed out) | Reopened | |
| Claim Unassigned | A | O | O | M1 | O | O | |||||
| Assignment Sent | A/M2 | ||||||||||
| Assignment Received | M | M | M2 | M | O | O | |||||
| Insured Contacted | M2 | M | O | O | |||||||
| Inspection Performed | M2 | M | O | O | |||||||
| Estimate Completed | O | M | O | O | |||||||
| Estimate Approved | M | O | O | ||||||||
| Job Started | M | O | O | ||||||||
| Job Completed | O | O | |||||||||
| Claim Closed | O | O | |||||||||
| Claim Closed (cashed out) | O | O | |||||||||
| Reopened | O | O | |||||||||
| O = status that can be changed manually to this value only by claim originator (if claim not currently owned) | |||||||||||
| A = status that is changed automatically by the system | |||||||||||
| M = status that can be changed manually | |||||||||||
| 1 Only if claim originator is a contractor/independent adjuster, or the insurance company does not assign a vendor | |||||||||||
| 2 Claim cannot be owned | |||||||||||