Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Reviewing and approving repair claims

Agents portal or workspace enables you to review and approve the claims submitted by a dealer.

  1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Repair.

    Note: To create and navigate to the Review & approve form, see Create a repair claim manually.

  2. From Activities, select Review & approve

  3. Select the required action from the following table.
ActionDescription
Approve allSelect Approve all from the drop-down. All claims are approved. View the summary in Claim Summary.
Reject allSelect Reject all from the drop-down. All claims are rejected. View the summary in Claim Summary.
Partially approveSelect Partially approved. Approve, reject, or delete individual jobs, or enter a lesser Approved amount for any job. View the summary in Claim Summary.
Send backSelect Send back. The claim is returned to the dealer for additional information.