We are thrilled to introduce the brand-new Claims Manager! This redesigned table view provides a centralized, flexible, and powerful way to view, filter, and manage all your claims. Whether you're handling demurrage or non-demurrage claims, this new interface gives you the clarity and control you need to work efficiently.
Think of it as your mission control for claims—a single, customizable list where you can find exactly what you're looking for and take action with confidence.
What's New: A Central Hub for Claim Management
The new Claims Manager transforms the way you interact with your claims. It’s built around a high-performance table that puts you in the driver's seat.
Your Key Capabilities at a Glance:
Comprehensive Claim List: View all your claims in a single, scrollable list. Each claim is a distinct row, displaying key information at a glance.
Customizable Columns: See the data that matters most to you. You can now show, hide, pin, and reorder columns. Your custom view persists throughout your session, so you can work without interruptions.
Powerful Filtering: Narrow down the list instantly using a variety of filters. Combine filters like Claim Type, Status, Assignee, and Counterparty to create the perfect view for your current task.
Efficient Row Actions: Perform key tasks directly from the table. Use the action menu on the right of any row to Open, Duplicate, or Delete a claim.
Smart Search: Use the free-text search to find claims by name, counterparty, relation code, port, cargo, or additional details. The search will automatically respect all your active filters.
Permission-Based Views: The Claims Manager intelligently adapts to your permissions. You will only see the claim types you have access to (e.g., Demurrage, Non-Demurrage).
A Detailed Look at the New Features
1. Finding Your Claims: Filters & Search
Gone are the days of scrolling through endless lists. Our new filtering system lets you pinpoint claims in seconds.
Single & Multi-Filtering: Start by applying a single filter, such as Status to see only "In Negotiation" claims, or AP/AR to see all receivables. You can then add more filters (e.g., Claim Type = Demurrage) to narrow the results further. Filters include:
Claim Type
Assignee
Counterparty Type
Status
Payable/ Receivable
Timebar Expiration
Source
Real-Time Updates: The list updates instantly as you select or change filter criteria. New claims or changes will appear immediately upon refresh.
Reset with Ease: Changed your mind? The "Reset Filters" button clears all your selections and the search bar in one click, returning you to the default view.
Intelligent Search: The search bar works in harmony with your filters. For example, searching for a specific vessel name will only return results from the already filtered list of claims.
Filter Persistence: If you click into a claim and then return back to the claims manager, your last filters will remain. You can also bookmark or share your URL with filters and searches applied.
2. Building Your Ideal Workspace: Column Configuration
Everyone works differently. The new Claims Manager lets you tailor the table to your specific workflow.
Show & Hide Columns: Open the column configuration menu on the column headers to select exactly which data fields you want to see.
Reorder Columns: Click and drag on a column header to reorder columns.
- Sort Columns: Click on a column header to sort ascending. Click again to sort descending.
Pin Important Columns: Keep critical information, like Counterparty or Vessel, always in view. You can pin columns to the left or right side of the table, so they remain visible as you scroll horizontally through other data.
Auto-Size for Clarity: Double-click a column divider to auto-size it for the best fit, drag for custom sizing, or use the "Auto-size all columns" feature for a perfectly organized view.
3. Taking Action: Managing Your Claims
The Claims Manager isn't just for viewing; it's for doing.
Open a Claim: Hover over the claim name in a row to see an "open" button.
From the right more actions menu (...)
Open a Claim in a New Tab: Click on any row or use the action menu to open a claim in a detailed view.
Duplicate an Existing Claim: Save time by duplicating an existing claim. This is a great way to create a similar claim without re-entering all the data. Find this option in the row action menu.
Delete a Claim: Remove a claim directly from the list using the row action menu. A confirmation step will prevent accidental deletions.
Export Data: Right click on the table to export the loaded rows. Scroll down to load more data.
Summary: Why You'll Love the New Claims Manager
| Feature | Benefit |
|---|---|
| Advanced Filtering | Find the exact claim you need in seconds, not minutes. |
| Customizable Columns | Build a personalized view that focuses on your most important data. |
| Inline Row Actions | Open, duplicate, or delete claims without leaving the list view. |
| Real-Time Updates | See changes and search results reflected immediately for a fluid workflow. |
We believe this new Claims Manager will significantly improve your daily workflow. It's more than just a new look; it's a more powerful and intuitive way to manage your claims from end to end.
Experience the difference today. For any questions or feedback, please reach out to our support team.