Here's a quick summary of the statuses you can expect to see against works jobs in Pulse.
These statuses are an easy way to track where the job is up to in the claims life cycle, and can be found in the job overview in the top right corner of your page.
Statuses can also be synced regularly to match external systems like Opus, so your data is kept consistent across multiple platforms. Keeping your statuses updated is vital to the success of any workflow automation, so it's important to remember to update your works job with the right status.
Works Job Statuses
Awaiting Excess / Scope / Contract – initial works jobs status indicating that you need to send the insured their repair documents (Scope of Works, Excess Invoice (if required) & QBCC Contract (if required).
Awaiting Customer – repair documents have been sent to the insured, and your company is awaiting return or signed documents and excess payment (if required)
To Be Scheduled – repair documents returned, and the excess is received (if required), indicated that the job is ready for scheduling or in the scheduling process
Scheduled – repairs are scheduled and dates are locked in, repair schedule to be sent to insured & insurer at this stage with completion date set
Works in Progress - repairs have commenced and are in progress
Awaiting Insurer – Your company is waiting on the insurer from an outcome (variation approval, cash settlement confirmation, claim coverage, outcome of a claim referral)
Repairs Stalled – Trade – waiting on long lead item, awaiting confirmation on dates, repairs have stalled part way due to material or trade delay
Repairs Stalled – Customer – when the insured is stalling the claim (holidays, colour/product choice, non-responsive, pushing repairs back for specific date, getting own quote)
Repairs Stalled – Maintenance – when the insured has maintenance repairs to complete before ABC Group repairs commence
Practical Completion – all works completed, quality assurance check to be completed, waiting on insured to sign completion certificate
Repairs Complete – insured has signed off completion certificate and claim is ready to be charged
Closed – when a duplicate claim is created but not required or when a rectification job has been completed with no costs to on charge
Cancelled – when the claim is cancelled in the portal by the insurer with no works costs incurred.
Cash Settled – when the insurer confirms in writing that the claim has been cash settled and cancelled in the portal with no costs incurred.
Awaiting Payment – invoice has been submitted to the insurer - this is finalised by the accounts team during reconciliation of costs.
Changing the Works Status
Simply click on the status and choose the relevant status.
If you make a mistake on your status, that's okay! Just change the status to the correct indicator and you're good to go. If there is a workflow assigned to the status that you incorrectly assigned, you will need to manually delete any automated tasks and manage any emails that could have been triggered.