Appearance
Loss & item details
Beyond media, an assignment captures structured details — short forms your admin tailored to this loss type. They're how a claim gets the specific information it needs without making you capture irrelevant fields.
Where details appear
Details attach at different levels, depending on how your admin set things up:
| Level | Example |
|---|---|
| Assignment | Loss Information — "Have you filed a police report?" |
| Room | "Is there smoke damage in this room?" |
| Group / item | "Description", "Condition", "Estimated value" |
| Media | A note on a specific photo |
You'll see a Details section wherever they apply. Tap to fill them in.
Filling in a form
Forms use simple, familiar inputs — text, numbers, yes/no, dropdowns, dates, and file attachments. Two things worth knowing:
- Required fields are marked. You'll be reminded if one is empty — for some loss types a field like Condition is mandatory and can't be skipped.
- Smart fields appear only when relevant. For example, "Attach the police report" shows up only after you answer Yes to "Have you filed one?".
TIP
Fill in item details while you're looking at the item, not later from memory. A quick condition + estimated value on each group saves the inventory team a mountain of guesswork.
Attachments
Some fields let you attach a file — a police report PDF, a receipt, a prior estimate. Tap the field, choose the file or snap a photo of the document, and it syncs with everything else.
NOTE
Your forms look different from a colleague's on another team — that's by design. Each profile defines its own fields. Admins: see the schema builder.
Next: People.