1. System-Wide Assignment Feature
User Story: As a user (admin, claim handler, inspector, garage, or cashier), I want to assign and be assigned tasks dynamically, so that responsibilities are distributed efficiently across the system.
Acceptance Criteria:
- Manual Assignment:
- Any authorized user (admin, claim handler, inspector, or cashier) should be able to assign tasks to specific users within their respective roles.
- Assigned users should receive notifications about their assignments.
- User Interaction & Task Management:
- Users should have a dashboard showing their assigned claims or tasks.
- Users should be able to update statuses and provide relevant documentation.
- Audit Trail:
- The system should log all assignments and status changes with timestamps.
- A new step should be added to the flow after the inspection is completed. If the inspector approves the repairs, the inspector or claim handler will issue a Purchase Order (PO) and send it to the garage. The garage will then receive and approve the PO, triggering a notification to relevant parties. Once confirmed, the garage will proceed with the repair work.
- Below is a Purchase Order template that should be included in the process. This new flow should be implemented only if the inspection is completed and approved by the inspector.
- PURCHASE ORDER (PO)
- Insurance Company Name
[Company Address]
[City, State, ZIP]
[Email | Phone] - PO Number: [PO-2025-XXXX]
Date: [DD/MM/YYYY]
Vendor (Garage) Details: - Garage Name: [Garage Name]
- Address: [Garage Address]
- Contact Person: [Name]
- Phone / Email: [Contact Info]
- Vehicle & Claim Details
- Claim Number: [Claim-XXXX]
- Vehicle Details: [Make, Model, Year, VIN]
- Policyholder Name: [Customer Name]
- Approved Repair Work & Costs
- Description
- Invoice Submission: The garage must submit an invoice referencing this PO upon work completion.
- Approval Required: Payment is subject to final inspection and approval of repairs.
- Additional Costs: Any extra work beyond this PO must be pre-approved by the insurance company.
- Authorized By:
- [Insurance Representative Name]
Position: [Claims Manager]
Signature: _____________
Date: ________________
The Purchase Order (PO) process will also apply in cases where the repair cost exceeds the inspector's authority and the decision is escalated to the Operations Team. In this scenario:
- Inspection Completed → The inspector reviews the damage.
- Approval Decision:
- If within the inspector's authority → Inspector/Claim Handler issues PO.
- If beyond authority → Escalated to Operations Team for approval.
- Operations Team Review:
- If the Operations Team approves the repair → PO is issued.
- If not approved, the process stops or alternative solutions are considered.
- Garage Receives & Approves PO → The garage confirms the PO and notifies relevant parties.
- Repair Work Begins → The garage starts the repair process as per the approved PO.
and more details and kindly share your work otherwise your application wont be considered