Partially approve a claim

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • As an OEM claims agent, partially approve the claims job expenses raised by a dealer.

    Before you begin

    Role required: claims agent

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
      Note:
      To learn how to create and navigate to the Review & approve form, see Create repair claim.
    2. Select Review & approve from Activities.
    3. From the drop-down list, select Partially approved.
      Note:
      You can edit the claim before approving or rejecting.
    4. Process the claim.
      ActionDescription
      Approve the claim Select Check icon.
      Reject the claim Select .
      Delete the claim Select .
      Approve a lesser amount than the requested one Enter an amount in Approved amount.
      Delete the claim Select .
    5. View the repair claim summary details by selecting Claim Summary.
    6. Select Submit.
    7. Select Comment and Confirm.