🚨: Aclaimant has released some updates around searching and filtering within Policies! In turn, these updates will allow for greater efficiencies in users workflows.
Enhancements to Searching and Filtering within the Policies tab:
Within Aclaimant, you now have some added functionalities in managing and searching for policies within the Policies sub-tab (located under your Settings tab).
Under the newly refreshed Policies sub-tab, you can now easily locate your policies using the newly added search bar at the top of the page. You can easily search for policies and information found within the policy (ie: Carrier, Policy Number, Line of Coverage, Description, Effective Dates, and External ID). See below to see how this looks!
Additionally, under the Policies tab, you can also create Custom Views within Policies using the Filter icon. This capability resembles how Custom Views within Incidents/Safety work and is now available under Policies allowing even greater workflow efficiencies. To learn how to set up a custom view for policies, navigate to our newly updated Custom Views article. Below is a preview into how Custom Views with Policies work.