Step 2 - Line Manager endorses the claim

Other Agencies Step 2 of 3

The Line Manager receives an email, and is required to review the information in the claim form PDF attachment, and then select the link for the endorsement step in the email.  Example email in Step 1.

When the endorsement page appears below, mandatory fields (*) must be completed, all other fields are to be completed if required.

Step2 screen a

To complete the endorsement action, and progress it to the final Authorise and Submit stage at your agency (Step 3), the Line Manager selects ‘Send to Head Office’.

Once ‘Send to Head Office’ is selected no further changes can be made by the Line Manager.

An email is then sent to the group email address, which corresponded with the selection made in the ‘Site Representative/Division/Head Office’ drop down list field, for an authorised user to complete the submit action in Step 3. Example email below.

Step 2 email 1

Page Last Updated 31 Jan 2024