This article applies to forwarders 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
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.
How To Edit Recovery Details
Step 1: Click the Gear to the right of the recovery
Step 2: Click View/ Edit
Step 3: When the asset recovery form opens click Submit & Next to go to the condition form
Step 4: On the condition form you are able to update the Keys, Miles on Vehicle, or Color then click Submit
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.
