General Claims Create Claim Record 1 Navigate to the milestones for a contract 2 Locate appropriate general milestone 3 If… Then… The claim has a document template file Download the template 4 attached The claim does not have a document Proceed to the next step template file attached Attach the required submission file 5 Supporting documents are optional, they are not required 6 Finish the claim by clicking 7 The following status banner displays Note: the un-submitted claim will remain available to edit the claim is manually submitted (refer 4.4). Edit Claim Record 1 Navigate to the milestones for a contract 2 Locate appropriate general milestone 3 4 If the wrong submission file is uploaded it can be removed or replaced 5 Rows for supporting documents can be deleted as necessary 6 7 Rows for supporting documents can be added as necessary
General Claims Create Claim Record 1 Navigate to the milestones for a contract 2 Locate appropriate general milestone 3 4 If… Then… The claim has a document template file attached Download the template The claim does not have a document template file attached Proceed to the next step 5 Attach the required submission file 6 Supporting documents are optional, they are not required 7 Finish the claim by clicking The following status banner displays Note: the un-submitted claim will remain available to edit the claim is manually submitted (refer 4.4). Edit Claim Record 1 Navigate to the milestones for a contract 2 Locate appropriate general milestone 3 4 5 If the wrong submission file is uploaded it can be removed or replaced 6 Rows for supporting documents can be deleted as necessary 7 Rows for supporting documents can be added as necessary
GEM-Milestones-and-Claims.docx