Claim Drawer

The Claim Drawer provides an overview of all relevant information related to a claim. It includes sections for main details, claim causes, and connected bills of lading. You can also edit or delete claims from in the drawer.

Figure 1: Claim Drawer

Header Details

Figure 2.1: Claim Drawer Header

The header provides essential information that identifies the claim and its associated entities. The following list elaborates on each element in the order they appear in Figure 2, from left to right:

Voyage Reference

Unique identifier for the linked voyage.

Vessel Code

Unique identifier for the linked vessel.

Claim Reference No

Unique identifier for the claim.

Claim Status

Displays the current claim state. Click to open an interactive popup that provides options for transitioning the status.

Claim Link

Displayed only for counterclaims. Clicking the link opens the original claim in a new tab.

Delete Claim

Removes the item.

Copy Claim

Duplicates the item.

Secondary Actions

Figure 2.2: Claim Drawer Header, Secondary Actions

Open Receivable Invoices

Opens the receivable invoices for the claim and its linked voyage in a new tab.

Open Payable Invoices

Opens the payable invoices for the claim and its linked voyage in a new tab.

Create Counterclaim

Duplicates the claim with an inverted type (e.g., an outgoing claim becomes an incoming counterclaim, and vice versa).

Audit Log

Opens a modal displaying a log of all changes.

Attachments

Opens a modal for managing attachments, allowing you to add or delete files.

Main Details

This section displays key information about the claim, including the person in charge, the claimant, the nature of the claim, and relevant dates (see the figure 3 for more details). You can modify these details, such as updating the claimant or deductible amount. The only required field is the type/nature of the claim.

Figure 3: Claim Main Details Section

Claim Causes

This section list all the claim causes connected to the claim. You can add and remove claim causes connected to the claim, which is described in more details in the maintaining claims page.

Figure 4: Claim Causes List

Estimated & Claimed Details

These sections make it possible to adjust the claimed and estimated details of the claim. The exchange rate date defaults to the claim's creation date. If the selected currency differs from the voyage currency, an additional field will display the amount in the voyage currency. See figure 5 for reference.

Figure 5: Claimed and Estimated Details Sections

Settled Details

This section provides the settled claim’s details, including the amount, settlement date, and the person responsible for the settlement. You can also indicate whether it was paid by the P&I Club.

Figure 6: Settled Details Section

Bill of Lading

This section lists all bills of lading connected to the claim. To add a bill of lading, click the blue plus button, which will open a modal for selecting the appropriate bill.

Figure 7: Bill of Lading List

Figure 8: Add Bill of Lading Modal

To remove a bill of lading, tick the checkboxes for the entries you want to remove, then click the remove icon in the top-right corner. A confirmation pop-up will appear, which you must confirm, as seen in the figure below.

Figure 9: Remove Confirmation

Note: The Bill of Lading list only displays bills of lading connected to the voyage.

Downtimes

The final section of the Claim Drawer lists all downtimes for the voyage. This list is not editable, and downtimes cannot be added or removed. For more information about downtimes, refer to the Downtime page.

Figure 10: Downtime list