Case Administration
      Back to home
      1. Primafact Help Center
      2. Primafact 6
      3. Case Administration

      Adding Date of Loss to your Case

      The Date of Loss (DOL) is displayed on all Case Binders and Case Views, for convenient reference. Adding the Date of Loss to your Case Summary also makes it easy to filter Events by Pre-DOL and Post-DOL using Primafact filter tools.

      To add the Date of Loss to your Case Summary:

      1. Navigate to any Binder in your Case
      2. Select Summary from the blue Case Navigation ribbon.
      3. The Summary Screen will open.
      4. Click the Edit button to add the Date of Loss.
      5. Enter the Date of Loss in the Date of Loss field. (You can click the dropdown to use the calendar, or use your keyboard to enter the date numerically.
      6. Click Save to preserve your new setting. 

      7. The Date of Loss will now appear at the top right of your Case views, and will be available for use in Date of Loss filters. (You may need to exit and re-enter your Case to see the DOL setting take effect.)