Core Claims User Guide
Welcome to the ApprovalFlow User Guide! This comprehensive resource is designed to help you navigate and utilize all the features of ApprovalFlow, empowering you to streamline your document approval process.
CORE CLAIMS LIBRARY OVERVIEW
The section below reviews the key user interfaces used in for the Core Claims library.
Overview
The Core Claims Library in ApprovalFlow is a central repository for storing and managing approved claims. It provides a structured workflow for reviewing and approving claims, ensuring accuracy and consistency across all documents.
Key Features
- Claim Creation and Management: Users can easily create new claims, add approvers, and attach supporting documentation.
- Workflow Management: A sequential approval process ensures that all claims are reviewed and approved by designated individuals.
- Annotation Tools: Advanced annotation tools allow users to precisely mark up the relevant sections in supporting documents.
- Version Control: The system tracks all changes and modifications to claims, providing a complete audit trail.
- Centralized Repository: All approved claims are stored in a central library, making them easily accessible for future use.
Workflow
- Claim Creation: Originators create a new claim, adding details such as summary, statement, qualifiers, and approvers.
- Approval Process: Approvers review the claim, provide feedback, and either approve or resubmit the claim.
- Finalization: Once all approvers have approved the claim, it is finalized and added to the Claims library.
Benefits
- Increased Efficiency: Streamlines the claim review process and reduces manual effort.
- Improved Accuracy: Ensures consistent and accurate application of claims across documents.
- Enhanced Collaboration: Facilitates collaboration between originators and approvers.
- Improved Auditability: Provides a clear audit trail of all claim reviews and approvals.
The Core Claims Library includes the following screens:
- Login (with password retrieval process)
- Active documents
- Completed documents
- All documents
- Claim approvals
- Claims
- Reference library
- User dashboard
- Reporting dashboard
- Users (Admin only)
- Products (Admin only)
- Settings | Account preferences (Admin only)
- Settings | General settings (Admin only)
- Billing (Admin only)
How to use ApprovalFlow's Core Claims Library
ApprovalFlow provides a structured workflow to review and approve Core Claims, enabling users to apply the Core Claims to documents.
- Add documents to the reference library
- Select "Add Claim" on the Claim Approvals page
- Complete the Claim information tab (Summary, Statement, Qualifiers, Category, Products, Expiry date)
- Add approvers for the claim review
- Add substantiating documents to the review
- Submit the claim for review
- Mark up the relevant section using the annotation view
- Select Approve
- NEXT: The claim is reviewed by all the approvers and then finalised.
Core Claims workflow
The diagram below illustrates the workflow used to set up, review and approve Core Claims in ApprovalFlow.
How to review Core Claims in ApprovalFlow
The diagram illustrates the workflow to review and approve core claims. Originators create a new core claim by adding basic claim information, selecting approvers, and adding substantiating documents from the reference library. The originator then adds markup to the reference to highlight the section in the substantiating document that supports the core claim.
A sequential approval process is then initiated. Approvers have the option to select Approve, Approve with changes or Resubmit. When a reviewer selects the Resubmit option, the claim information must be updated. Once all approvers have selected Approve or Approve with changes, the final version of the claim is ready for use.
Claim approvals
Adding a new claim.
The Claim approvals screen enables users to:
- View a list of claims in review
- Filter the table
- Search for keywords in the table
- Access claims
- Add a new claim
How to add a new claim
To add a new document, select the green "Add claim" button.
Note: Only originators can add new claims. Users that are profiled as approvers can only review and approve claims.
Claims wizard
How to use the claims wizard.
Basic steps to add a new claim:
Detailed instructions
When the Add Claim button is selected, the claim wizard is launched. The claim wizard enables the originator to add the claim information, add approvers, and add substantiating documents from the references library.
The following steps are required to add a new document for review:
- Access the Claim Approvals page from the menu.
- Click on the Add Claim button (The claim wizard will be loaded).
- Complete the fields on the Claim information tab.
- Add approvers in the approvers tab
- Add substantiating documents from the references library
- Submit the Claim
- Navigate to the new claim and access the annotation view
- Mark up the section in each reference that relates to the claim
- Select Approve to start the review cycle.
Claim details
Viewing the claim details.
The Claims details view enables users to:
- View information about the claim
- View the distribution of the claim
- View the USED IN tab to verify how the claim was used
- View and access the substantiating document
- View the timeline
- Access the annotation view to mark up the section in the substantiating document, relevant to the claim.
Document details panels:
- The information panel provides details related to the claim. (Information, Distribution, Used in).
- The details panel lists the information about the claim including the summary, statement, qualifiers, category, product and expiry date.
- The approval flow panel lists the approvers included in the review and provides access to the delegation and skip functions.
- The substantiating documents panel lists the substantiating documents that support the claim.
- The timeline panel lists user interactions and system events with an exact time-and-date stamp for each event.
MARKUP THE SUBSTANTIATING DOCUMENT
How to highlight the section relevant to the claim.
How to mark up the section relevant to the claim
Navigate to the annotation view for each substantiating document.
- Access the Claim approvals page from the navigation menu.
- Select the Claim to access the claim details view.
- Access the annotation view for each substantiating document.
- Use the (C) markup tool to drag a rectangle around the relevant section that relates to the claim.
The document approval workflow
The Claim approval panel enables the user to add a comment (optional) and select one of three options:
- Approve
- Approve with Changes
- Resubmit
When a reviewer selects "Approve" or "Approve with Changes", the next reviewer is notified via the email notification system. It is then the next reviewer's turn to review and approve the claim.
If a reviewer selects the "Resubmit" option, the claim review is reverted to the originator. The originator is then required to make the appropriate corrections to the claim before resubmitting it.
VIEWING THE CLAIM DETAIL
How to access the claim detail in the annotation view.
How to access the claim detail
Double-click the red line of the core claim markup element. A modal dialogue will appear listing all the information relevant to the claim.
The following information is available:
- A comment box to add general comments
- A short summary of the core claim
- The core claim statement
- Qualifiers relevant to the claim
- The claim category
- The product that he claim relates to
- The substantiating document
CORE CLAIM ANNOTATION TOOL
Markup tool for the core claims function.
Use the core claims annotation tool to mark up the relevant section:
- Select the (C) icon in the tools bar
- Drag a rectangle around the relevant section on the page
- Use the handles to resize or reposition the markup element
REFERENCE LIBRARY
How to add references.
The Reference Library
The reference library contains all references that can be used as part of the promotional material review process.
The reference table lists the details of each reference including:
- Authors
- Title
- Source
- Details
The following controls are available to assist in managing and finding references:
- Tools (print the table, copy the table, download a CSV of the table)
- Filter
- Search
FINALISE A CLAIM REVIEW
How to finalise a claim review.
Finalising a claim review cycle
Once all reviewers have selected "Approve" or "Approve with Changes", it is possible to close a claim review cycle. The panel below the timeline prompts the user to select: "Close" or "New round of review".
When the user selects "Close", the review is closed, and the claim is available for use. The user also has the option to select "New round of review". By selecting "New round of review", the user can change the claim information and submit the claim for another round of review.
When should you select the "New round of review" option?
There may be instances where minor changes were added to the claim information after all the reviewers have already selected "Approve" or "Approve with changes". It is up to the Originator to decide if the changes are significant enough to warrant another round of review.
CLAIMS
How to access approved claims.
Accessing approved claims
Once a claims has been finalised it is moved from Claim Approvals to the Claims page.
Use the Tools, Filters and Search tools to refine the list of claims.
APPROVING A CLAIMS
How to access approve a core claim.
How to process a Core Claim
The originator is in control of the claim review cycle. This control enables the originator to create a new claim, edit the claim details and then submit it for approval.
Approvers will receive notifications via email when it is their turn to review the claim.
The Claim approval panel enables the user to add a comment (optional) and select one of three options:
- Approve
- Approve with Changes
- Resubmit
APPLYING A CLAIM TO A DOCUMENT
Highlight the section in the document.
Applying a claim to a document
A specialised markup tool is available in the annotation view. The (C) tool is used to mark a section in the document to indicate that the content is supported by a pre-approved core claim.
Select the (C) tool and drag a rectangle around the relevant text or diagram. Use the handles on the rectangle to resize it or change the rectangle's position.
USING THE TIMELINE
Keeping track of the Core Claims approval process.
Using the timeline
The timeline at the bottom of the claim detail page provides a detailed log of all key events. Each timeline entry is time and date stamped and indicates which user performed the action.