Close Remediation Sheet and Create Claim
Close Remediation Timesheet and Create Assurance Claim
This workflow demonstrates how the engineering team closes a remediation timesheet and the system automatically generates an assurance claim when the total cost to company exceeds zero. The claim then flows to the approver for review, validation, and approval to adjust customer costs against the support plan margin.
Step 1: Engineer Opens Remediation Timesheet
Action: Engineer navigates directly to the remediation timesheet from the remediation task record.
Engineer accessing remediation timesheet from task record
Step 2: Review Cost Analysis
Action: Engineer reviews the total cost to company and total cost to customer. In this example, project components/parts and labor in the commitment policy were 100% covered, resulting in zero cost to customer.
Cost breakdown showing company and customer totals
💡 Key Point: Commitment policy coverage determines what portion of labor and parts are billable to the customer. Full coverage (100%) means zero customer cost.
Step 3: Complete Diagnostic Information
Action: Engineer fills in additional details on the remediation timesheet for processing, including diagnostic information and actions taken.
Diagnostic details and action taken documentation
Step 4: Validate Parts and Rework Codes
Action: Engineer reviews and validates parts and rework codes stored in the remediation timesheet to ensure accuracy.
Parts and rework codes validation screen
Step 5: Close Remediation Timesheet
Action: Once all details are complete and validated, the engineer closes the remediation timesheet by clicking the "Close Remediation Timesheet" button.
Close remediation timesheet action button
✓ Automatic Trigger: When cost to company for labor and parts exceeds zero, closing the timesheet automatically generates an assurance claim for company approval.
Step 6: Assurance Claim Created
System Action: The system automatically generates an assurance claim that requires company approval because labor and parts costs exceed zero.
Auto-generated assurance claim record
Step 7: Claim Approver Reviews Assignment
Action: The claim approver receives the claim record assigned to their queue for review.
Claim record assigned to approver
Claim details for approver review
Step 8: Claim Approval and Margin Adjustment
Action: The claim approver validates the component and labor charge details, verifies coverage under the commitment policy, and approves the claim. Upon approval, the system automatically reduces the cost charges to the customer for the support plan/margin (managed by the finance team).
Claim approval with margin adjustment
⚠️ Finance Integration: Claim approval triggers automatic margin adjustment on the support plan. Finance team monitors these adjustments for accurate revenue recognition and customer billing.
Summary
This workflow ensures proper documentation, cost validation, and approval controls for remediation work:
- Engineering team completes remediation documentation with diagnostic details and parts/rework validation
- Closing the timesheet triggers automatic assurance claim creation when labor or parts costs exceed zero
- Claim approver reviews and validates all charges against the commitment policy
- Approval automatically adjusts customer support plan margin for accurate billing and revenue tracking