Archives: FAQ
How does the invoice feature work?
It’s possible to add invoices directly in a case in in4mo. To do this, go to the tab ‘Invoice’, where you click ‘Add invoice’ to open the window where you fill out information about the invoice and add the invoice file. Under the invoice tab there’s a row showing the approved budget for tasks assigned…
How do I edit a budget for a task?
If you have to make changes to a budget which has already been added to a case, this is done under the budget tab, where you click ‘Edit’ to the right on the same row as the budget you want to edit. When you’ve made the required changes, the budget is sent for approval again….
Our company has received a new task, what do we do now?
When your company receives a new task, the first thing you need to do is to assign the task to a responsible from the company. For more information and an overview of the different statuses, click here.
How do I add a budget for a task?
How budgets are added in in4mo depends on the configuration in the portal of each insurance company – more specifically on whether the cost calculation tool iCC is used or not. If iCC is not used in the portal, budgets can be added by opening the Budget tab in the case, the same button can…
How do I assign a task to a responsible person?
There are three ways to assign a task to a responsible person: Open the case in which you want to assign a task to a person and click ‘Assign members’ on the left side of the screen, under the list which shows the tasks and statuses. A pop-up window will open where it is possible…
How can I delete tasks via the mobile app?
Tasks are automatically removed when you mark them as completed, except for inspection tasks that will be visible till the case is closed or deleted. How these tasks are removed depends on whether your device runs iOS or Android: Android: Start by pressing the three dots in the top right corner in the case list,…
I try to take a picture, but the screen is black, what do I do?
Go to app setting on your device and check if Task Reporter has been allowed to use the camera.
How do I find my tasks in the application?
If you cannot find tasks in your application, check the following things: The status of the task Log in to the web portal and check the status of the task. If status is 0 or 0+, the task has not been assigned to you yet. If a task has disappeared from the application, it can…
How do I log in to the in4mo Task Reporter?
If you experience any issues when logging in, firstly make sure that you have been added as a user in the portal you are trying to access. If you have been added as a user but you get an error message saying that “username/password is wrong’ – please make sure you are using the correct…
How do I update the in4mo Task Reporter?
For the application to work smoothly, it is recommended that the latest version of the application is installed on your device. The best way is to turn on the setting on your device, for the application to update automatically. How to manually update the application iOS – press the App Store icon on your device…