When EOM auto-claiming is enabled, Drum creates draft progress claims on a schedule and emails claim owners a digest so they can review and finalise them.
Open EOM Auto-Claiming settings
Open Settings from your profile menu.
Under Fundamental Data, choose EOM Auto-Claiming.
Turn on Enable EOM auto-claiming if it is not already on.
Who receives the digest
On the same settings page you can control who is notified:
Claim owner roles: tick the project roles that should get the digest for projects they are assigned to.
Fallback recipient: used when a project has no claim owner assigned.
Include in EOM emails: people CC’d on every EOM claim digest for the account.
Per-project inclusion in the auto-claim run is set on the project (see the claim settings fields on create or edit).
What the digest email shows
The email subject is along the lines of Progress claims ready to finalise. Each row in the digest lists:
Project: the project name
Progress Claim: a link to the draft claim
Value: the claim amount
The digest layout is fixed. You cannot choose which columns appear or rewrite the email wording. Job or project number is not shown as its own field (only the project name).
Claims stay in draft until someone reviews and submits them.
Related
Project creation fields reference (Include in EOM auto-claim run)