Claim(s) Not Showing in the Dashboard Widgets

The widgets available, and the claims displayed within these widgets, depend on your user role(s) and the filter settings on your dashboard.  If no claims are displaying on any of your dashboard widgets, or if you believe a widget is not displaying the number of claims that it should, the probable cause is your filter settings.  The dashboard could be filtering out specific claims due to a setting that you've made to this area, such as the Event, File Status, Client File Status, Perils, File Type, and/or Date filter, causing claims to be omitted from your dashboard widgets.  If you wish to change the filters back to their default settings, click the "Reset Filters" button.


The other cause could be due to the user role or roles to which you are associated.  For example, if you are associated to both the Administrator and Team Lead user roles, then your dashboard will default the "Team Lead" filter to your record and your widgets to only display claims to which you are associated as the Team Lead.  If you are not selected as a Team Lead for any claim at the current time, then no claims will display in your widgets since no claims meet the criteria set in the "Team Lead" dashboard filter.


Using the example above, as both an Administrator and Team Lead user, you have the ability to change the "Team Lead" filter setting to "All Team Leads - No Filters" by selecting that option from the filter's drop-list.  If you wish for this setting to be retained, you can click the "Save Filters" button, located at the bottom of the filters section on the dashboard.  If you will NEVER be associated to a claim as a Team Lead, then you'll need to dissociate your user profile record from this user role.  


If the filter that you are attempt to change is greyed out, then your associated user role does not provide you with the authority to change that filter setting.  This can be the case with the Adjuster, Team Lead, and Client Examiner filters.  If you feel this is incorrect, you will need to have someone at your company verify with what user role(s) you should be associated in order to be able to access the claim(s) that you are attempting to view.  This can be accomplished by any user at your company associated with the Owner, Administrator, and/or Human Resources user role(s).  E-Claim does not have the authority to modify user profile records.

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