A collaborator is a third-party who you can invite to review and contribute to one or more claims you are making for a client. A collaborator might be, for example, an external contributor, or an employee from the client organisation. Collaborators can be added to a claim any time after the initial Qualification Checks have been answered to set up the claim. However, sometimes collaborators can have issues accessing the WhisperClaims app.
To check whether a collaborator should have access to the App, you must be logged into the WhisperClaims system using either:
The user account to which the client is allocated, or
An account that has access to view All clients & claims
If you need to check access to a claim for a client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.
Click the link (top row of the WhisperClaims window)
This displays the list of claims alongside their collaborators
Locate the claim you want to work on
Check whether there are blue ticks underneath 'Invited' and 'Joined' for the collaborator in question.
Two blue ticks indicate that the collaborator has received their invite and set up their account.
If the collaborator does not have a blue tick underneath 'Joined', you can resend the invitation email:
Click the link (top row of the WhisperClaims window)
This displays the list of claims alongside their collaborators
Locate the claim you want to work on
Click on the menu and select
Select in the pop-up
The invitation email will be resent to your collaborator.
Collaborators might also report that they are having problems accessing a Claim they have been working on. This can happen because either:
Someone in your organisation has moved the claim to the Review stage
Once the claim has been moved to the Review stage, a collaborator cannot do further work on it unless it is moved back to the In Progress stage
Someone in your organisation has removed the collaborator from the claim
The collaborator can be re-added to the claim - see Adding a Collaborator
The collaborators themselves have submitted their work on a claim