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Interface tour

Home page​

The Collect home page shows the apps you have permission to access, sorted alphabetically by name. Use the search field to find an app by name, owner, or description, and toggle between tile and table view with the icons in the menu bar.

https://yourcompany.clearpath.io/collect
AppsLookup ListsSecurity🔍 Search apps by name, owner, or description▦☰

Property Claims

Owner: Dana Ruiz

Captures claim notes and inspection details not held in the core claims system.

RecordsEntryConfigExport

Catastrophe Intake

Owner: Priya Nair

Short-form intake for storm and CAT-event claims during surge periods.

RecordsEntryConfigExport

Vendor Compliance

Owner: Mateo Flores

Tracks license and insurance documentation for repair vendors.

RecordsEntryConfigExport
The Clearpath Collect home page, showing applications as tiles.

Your view choice stays active until you clear the browser's cache, then resets to the default tile view.

https://yourcompany.clearpath.io/collect
AppsLookup ListsSecurity🔍 Search apps by name, owner, or description▦☰
ApplicationOwnerDescriptionActions
Property ClaimsDana RuizCaptures claim notes and inspection details not held in the core claims system.
RecordsEntryConfigExport
Catastrophe IntakePriya NairShort-form intake for storm and CAT-event claims during surge periods.
RecordsEntryConfigExport
Vendor ComplianceMateo FloresTracks license and insurance documentation for repair vendors.
RecordsEntryConfigExport
The same applications in table view.

Anatomy of a tile​

Each app's tile (or table row) carries the same information and actions:

Property Claims

Owner: Dana Ruiz

Captures claim notes and inspection details not held in the core claims system.

RecordsEntryConfigExport
  • 1Application name — The app's name, e.g. Property Claims.
  • 2Owner — Who created or maintains the app.
  • 3Description — A short note on what the app is for.
  • 4Records — Opens the multi-record grid for this app.
  • 5Entry — Opens the single-record entry form.
  • 6Config — Configure the app's structure and fields, or change its details.
  • 7Export — Exports the application structure as a file.
Anatomy of an application tile.

Inside an app​

Once you open an app, its structure is organized into tabs:

https://yourcompany.clearpath.io/collect/apps/property-claims
DetailsMainClaim NotesInspection Summary

Fields for entering data in the application's main table.

Tabs inside an application: application details, the Main table, and each subset.
TabWhat it shows
DetailsThe app's name, schema, and owner
MainFields for entering data in the app's main table
Subset (one per subset table)Fields for entering subset data connected to records in the Main table