This article applies to company admins and case workers



Recovery information can be viewed under the recovery tab. 

Note: Forwarders only have the ability to edit mileage, color, and keys on behalf of the agent - the agents will have to complete any other necessary recovery details and/or edits.  


There are three sections under the Recovery tab: 

  • Recoveries
  • Asset Recovery Pictures
  • Condition Reports



Recoveries


The following information is found under Recoveries:

  • Date Recovered 
  • Collateral 
  • Condition Report Quantity 
  • Keys
  • Personals 
  • Recovery/ Current Location 


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The print icon will populate a list of documents related to the case. You can choose to view, fax, email, print, or download onto your local device any of the document options provided. 





Clicking the Gear icon will allow you to:

  • View / Edit - will allow you to edit recovery details 
  • Add Personal Items - will allow you to add the personal property to the recovery
  • Attach Condition Report - will allow you to attach the condition report to the recovery manually 
  • Upload Photo Attachments - will allow you to add pictures to the recovery

Note: These options are helpful if something was missed when recovery was initially reported or if you have gained access to the interior and you need to go back and modify the asset recovery.




Asset Recovery Pictures


This section contains the uploaded collateral pictures.  


 


 

Condition Reports


A Condition Report created independently of the asset recovery process, can be completed in this section. 


Note: A Condition Report is generated automatically when the Asset Recovery process is completed. When the Condition Report is generated it can be found under the attachments tab.



Step 1: Click + Condition Report


Step 2: Select the collateral and the type of Condition Report




Step 3: Fill out the form 





Completed Condition Reports will show under the Condition Reports You Created section 



 

Clicking the printer icon will allow you the option to view, print, email, fax, and download 





Clicking on the gear will give you the option to edit or delete the report.