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Product Update - Dashboard Session Management & Bulk Assigning Case Handlers

· 3 min read
Timo York
Product Manager

Dashboard Session Management​

We've improved session management in Claims Automation to address reported logout issues.

Intermittent Logouts Fixed​

We have resolved random logouts from the dashboard. Deployed Monday 16th February. Report any further instances to your Customer Success Representative.

Logout Across Tabs​

When you explictly log out in one tab, or if your user session times out due to inactivity, all other tabs now redirect to the login page immediately. A message explains the logout.

Logout Message

This prevents attempting actions in tabs where your session has ended.

Company Switching Across Tabs​

When you change company in one tab, all open tabs now switch to the new company automatically. A redirect message explains the change.

Redirect Message

This ensures users always know which company they're working in and prevents unexpected behavior.

Bulk Assigning Case Handlers​

We have introduced a new Claim Automation - 'Bulk assign case handler'. After filtering and selecting the claims you wish to assign to a case handler, you can select 'Bulk assign case handler' from the Claim Automations menu and indicate the case handler you wish to assign the claims to. Claims Automation will then assign the case handler to all selected claims as an automation job. You can check on the progress of the job in the Automations page.

Claim Automations

We have introduced this feature to make it easier for our customers to transfer claims between case hanlders in response to operational requirements.

Create Claim Workflow Updates​

We have made changes in the dashboard in the single claim creation workflow:

  • the claim name input box has been removed from the flow (although a claim name can still be added later via 'Edit Details' on the claim page)
  • the status section has been removed from the new claim page
  • where a current contact is used as the administrator for a new claim, we have included the contact email address in the search results (this change has also been made to the modal when adding a current contact to a claim)

These changes make it easier and quicker for dashboard users to create claims within the dashboard.

SMS Sending Errors​

We have updated the 'send SMS' flow in the dashboard so that if the sending of the SMS errors (for any reason) then the user is informed that the SMS has failed to send.

This provides the user with feedback when the SMS errors so that the user can take remedial action before sending again.

Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.