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BigChange for Claim Handlers
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Created on September 15, 2025
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Transcript
BigCh
Managing Group Jobs in BigChange Claim Handler View
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Course Overview
Create the Group Job, link policyholder/insurer and claim details; add/schedule visits and assign the technician; track outcomes via Jobs, Job Result (Worksheets), and Activity.
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1. Log In and Access the Schedule
Full Process: Creating and Managing Group Jobs in BigChange
- Open the BigChange web application in your browser.
- Enter your login credentials.
- From the main dashboard, go to the top-left corner and click Schedule to open the scheduling workspace.
Steps and video ahead!
Go through the step-by-step guide in this module and watch the video between each few steps to see how Group Jobs and visits are created, scheduled, and tracked in BigChange. This will help you build confidence and accuracy when handling claims.
2. Create a New Group Job
- On the Schedule page, locate the button New Group Job in the top-left corner.
- Click it.
- A new Group Job tab opens — this acts as the parent folder for the claim, holding all individual visits (jobs).
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Full Process: Creating and Managing Group Jobs in BigChange
4. Adding a New Contact
- When clicking +, a new Contact tab opens with subtabs:
- General Tab (Contact)
- Enter full name, address, phone, email.
- Add parent contact (insurance company).
- Add claim reference number.
- Details Tab (Contact)
- Confirm claim reference number → system asks “Have you added the claim reference number?” → Select Yes.
- Persons Tab (Contact)
- Click Add.
- Fill in role and contact details (e.g., spouse, secondary contact).
3. Fill in the General Tab (Group Job Creation)
- In the General sub-tab of the Group Job, complete:
- Contact Name:
- Type at least three letters of the policyholder’s name.
- If not found, click + to add a new contact (see Section 4)
- Group: Shows account you signed in with.
- Claim Reference Number: Enter the insurance claim number.
- Category: Enter job category, (Flood, fire,etc.)
- Parent Contact: Select the insurance company.
- Return to the General tab and hit Save before moving on.
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Full Process: Step 1 to Step 4 Create a group job and Contact
Unmute Video
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Full Process: Creating and Managing Group Jobs in BigChange
7. Jobs Subtab (Adding Visits)
- Go to Jobs.
5. Back in the Group Job Tab
8. New Job Tab – Details
- You now see subtabs:
- Details
- Jobs
- Activity
- Job Result
- Worksheets
- Pre-filled: Contact, Parent Contact, Job Site, Primary Person.
- You must complete:
- Claim Reference Number (again).
- Job Type (Cleaning, Mould Remediation, Drying, Fire/Smoke, etc.).
- Date & Time.
- Duration (default 120 min, editable).
- Resource (Technician) – assign main technician. (OPS Manager updates it)
- Assistants (optional) → note only the main resource can start/pause/end jobs.
6. Details Subtab
- Confirm that a Claim Reference
- Number has been added.
- Select Yes to proceed.
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Full Process: Creating and Managing Group Jobs in BigChange
10. Scheduling Options
9. Adding Job Details
- Job Notes/Details: Enter special instructions.
- OneDrive Link: Paste folder with photos/documents.
- Claim Handler Name: Enter your own.
- Confirm: “Has a claim reference number been added?” → Select Yes.
- Manual Scheduling
- AI Scheduling Assistant (Not needed because it assigns technician)
- Clear date/resource → Save.
- Go to Jobs tab → select job → click Scheduling Assistant (magic wand).
- Choose date range.
- System shows available certified technicians (e.g., mould-qualified).
- Pick an option → click Schedule.
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Full Process: Step 5 to Step 10 Add Job with details and Schedule it (Manually)
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Full Process: Step 5 to Step 10 Add Job with details and Schedule it (Manually)
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Full Process: Creating and Managing Group Jobs in BigChange
11. Reviewing Scheduled Jobs
13. Tracking Job Results
- In the Jobs subtab, each job displays:
- Technician’s name.
- Scheduled date/time.
- Status (Scheduled).
- Open Job Result subtab.
- Displays technician’s job notes, completion status, assigned resource.
- Inside Job Result:
- Result – Technician’s notes/status.
- Worksheets – Completed on-site forms (checklists, readings, etc.).
12. Cancelling Jobs
14. Activity Tab
- Open Jobs subtab.
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- Displays a timeline of all actions (job creation, edits, scheduling, cancellations, completions).
- Used for audit tracking.
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Full Process: Step 10 to Step 14 Schedule Jobs (AI) Review Job Results - Cancel Jobs
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Full Process: Steps 1 to 14 Full Group Job Creation
Unmute Video
This video provides a complete walkthrough of all steps covered in the course.
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Quiz Overview
Ready for a quick knowledge check?
You have reached the assessment for this module. The quiz comprises 20 multiple-choice questions. The pass mark is 80%. Please select the single best answer for each question.
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Managing Group Jobs in BigChange Claim Handler View
Now you can:
Set up and manage Group Jobs correctly – including policyholder details, insurer (Aviva/AXA), claim reference, and always grouping under JobSites.
Create and schedule Jobs within a Group Job – using the Testing resource, adding job type, notes, and OneDrive links, and applying either manual scheduling or the AI Scheduling Assistant.
Course & Assessment Completed
Track, update, and review jobs – including cancelling, checking activity timelines, and viewing technician outputs in the Job Result and Worksheets tabs.
In this course, you will learn:
Navigate BigChange and open the Schedule workspace.
Create a Group Job and link policyholder, insurer, and claim details.
Add new contacts and attach claim references correctly.
Add visits with job type, date/time, duration, and notes.
Assign main/assistant technicians and understand role limits.
Schedule visits manually or via the Scheduling Assistant.
Track outcomes and audit history via Jobs, Job Result (Worksheets), and Activity.
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