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Insurance
Set Up Stage Management

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Set Up Stage Management

Define how a claim progresses through the different stages in your claim process. Create a stage definition for the Claim object and configure stage transitions for each stage.

Required Editions

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User Permissions Needed
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Note
Note Before setting up Stage Management, create at least one record type for the Claim object. If you create stage definitions without record types and add record types later, the stage transitions and any rules based on those transitions become invalid.
  1. Enable the Stage Management setting.
    1. From Setup, in the Quick Find box, find and select Stage Management.
    2. Turn on Stage Management.
  2. Create a stage definition.
    1. From the Stage Management page, click New.
    2. Enter a name for the stage definition.
    3. In the Reference Object, select Claim.
    4. In the Reference Object Field, select Status.
    5. If needed, select a record type for the Claim object.
    6. Save the stage definition.
  3. Configure stage transitions to define stage movement for the Claim object. For example, define the stage transition to move the claim from the Submitted stage to the Approved stage and from the Submitted stage to the Rejected stage.
    1. Click the name of the stage definition to open the definition in the Stage Management console.
    2. In the Stage Management console, to add a stage transition for the source stage, click Add Stage Transition.
    3. In Transition To, select the target stage.
    4. Click Add.
      Add stage transitions for all stages to create a stage transition plan for your business process.
  4. Activate the stage definition.
 
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