Add a closed reason

Updated by Arianne G.

If the Closed Reason menu is enabled, users must select an option from the menu before they can close a claim. The options in this menu are customizable and you can add as many as you like.

You must have Administrator rights to add, edit, or delete Closed Reason options.
  1. Click Admin in the left-hand navigation.
  2. Select Claim Settings.
  3. Click the Claim tab.
  4. In the Closed Reason section, click ADD REASON.
  5. Enter the name for the closed reason (such as "Cash settlement" or "Canceled").
  6. Click DONE.
  7. Scroll down to the SAVE button, beneath the Claim Information Template section.
  8. If you are done making changes to the Claim tab, click SAVE.
  9. Click Publish to make your changes accessible to all users on your account.

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