Approve all claims

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As an OEM claims agent, approve all the claim job expenses that were raised by a dealer.

    Before you begin

    Role required: claims agent

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.
      Note:
      To create and navigate to the Review & approve form, see Create a repair claim.
    2. From Activities, select Review & approve.
    3. From the drop-down list, select Approve all.
      All the claims are approved. The Claim Summary form is displayed.
    4. View the repair claim summary details by selecting Claim Summary.
    5. Select Submit.
    6. Add Comment.
    7. Select Confirm.