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Every event — a claim or an incident — has an Actions menu at the top right of its detail page. It collects everything you can do to the event as a whole: change its status, convert it between incident and claim, create a task, generate a form, rename it, or delete it. (For the rest of the event detail page — the list, tabs, and statuses — see the Events reference.)
An open claim's detail page with the Actions menu expanded, showing Revert to Incident, Close Claim, New Task, Generate Claim Form, Rename Claim, and Delete Claim.

The Actions menu on an open claim.

The menu adapts to the event you’re looking at. A claim shows the claim-flavored actions (Close Claim, Rename Claim, …) and an incident shows the incident equivalents. Options also follow the event’s status — an open event offers Close, a closed one offers Re-open — and your permissions: actions your role isn’t allowed to perform simply don’t appear in the menu.

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The menu at a glance

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Close an event

To close a claim, open the Actions menu at the top right of the claim and select Close Claim (on an incident, the same action is labeled Close Incident). The action is available while the event is Open. You’ll be asked for a Closed Date, pre-filled with today’s date — adjust it if the event was actually resolved on a different day. Selecting Close Event sets the event’s status to Closed and records the closed date on the event.
The Close event dialog with a Closed Date field pre-filled with today's date and a Close Event button.

Closing asks for a Closed Date, pre-filled with today.

Closing doesn’t lock anything away: the event and all of its tabs (files, notes, contacts, financials, forms, tasks) remain viewable, and you can re-open it at any time.

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Re-open an event

On a Closed event, the close action is replaced by Re-open Claim / Re-open Incident. After you confirm, the event’s status returns to Open and its closed date is cleared.
A claim with a Closed status tag and the Actions menu expanded, showing Re-open Claim, New Task, Generate Claim Form, Rename Claim, and Delete Claim.

On a closed claim, the menu offers Re-open Claim instead of Close Claim.

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Convert between claim and incident

An event’s type — claim or incident — isn’t fixed. Two actions move an event between the types while keeping everything else about it (fields, files, notes, contacts, tasks) intact:
  • Create Claim From Incident — on an incident, promotes it to a claim. Available whether the incident is open or closed.
  • Revert to Incident — on an open claim, turns it back into an incident. Use this when something was recorded as a claim prematurely.
Both actions ask for confirmation before converting. After converting, the Actions menu (and the rest of the page) reflects the new type.
An open incident's detail page with the Actions menu expanded, showing Create Claim From Incident, New Task, Generate Incident Form, Close Incident, Rename Incident, and Delete Incident.

An incident's Actions menu — the same menu, with incident-flavored options and Create Claim From Incident.

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Create a task

New Task opens the task dialog with the task already linked to this event. Give the task a name (and optionally a description, a due date and time, and one or more assignees — Assign to myself is one click) and select Create. Use it to track follow-up work — a document to chase, an adjuster to call — without leaving the event. The created task shows up on the event’s Tasks tab as well as in the assignee’s task list.
The New Task dialog showing the linked claim, a task name field, optional description, task date and time, and assignee selection with an Assign to myself link.

The New Task dialog, pre-linked to the claim it was opened from.

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Generate a form

Generate Claim Form (or Generate Incident Form) generates a document for this event from one of your company’s claim/incident form templates. Pick the form you want from the dropdown and select Generate — you’re taken to the generated form, where its fields are filled from the event’s data and you can review and finish it. Generated forms live on the event’s Forms tab.
The Generate Event Form dialog with a form template selected in the Select a Form dropdown and Generate and Cancel buttons.

Pick a form template, then Generate.

The dropdown lists the event-category form templates uploaded for your company. If your company has no claim/incident form templates configured, there’s nothing to pick. See Form templates for how templates are managed.

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Rename an event

The platform generates an event’s name for you from the exposures and claimant involved. Rename Claim / Rename Incident lets you override that: enter the new name and select Rename. The name you set replaces the generated one everywhere the event is shown.
The Rename Claim dialog with an Event name field containing the current name and a Rename button.

Renaming replaces the platform-generated event name.

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Delete an event

Delete Claim / Delete Incident permanently deletes the event after a confirmation. You’re returned to the events list afterwards.
Deletion is permanent — there is no undo. If the event simply shouldn’t be active anymore, close it instead; closing keeps the full record and can be reversed.