Add or update a contractor insurance policy

Learn how to add, edit or delete an insurance policy to a contractor organization's profile. You must be a Contractor Administrator, Manager, or Co-ordinator to add policies.

There are several attributes associated with a policy. Some are mandatory and some are opt-in:

  • Policy Type (required)
  • Name of Insurer/Underwriter
  • Policy Reference
  • Policy Value
  • Policy Expires
  • Status of Policy

Add an insurance policy

  1. Go to Tools > Contractor Manager.  
  2. Select Organizations from the menu on the left.
  3. Search for the organization, then click View next to its name.
  4. Select the Insurances from the menu on the left.
  5. Click Add Insurance Policy.

    Organizations-Add-Policy.png
  6. Complete each policy field, then click Save and Next.

    Organizations-Add-Policy-Details.png
  7. Review the notification settings. By default this will display the default settings however you can make amendments for this specific policy. Click Save and Next.

    Organizations-Policy-Notifications.png
  8. Review the notification recipients. By default this will display the default settings however you can make amendments for this specific policy. Click Save and Next.

    Organizations-Policy-Recipients.png
  9. Upload one or more documents, then click Save and Close.

Edit an insurance policy

  1. Go to Tools > Contractor Manager.  
  2. Select Organizations from the menu on the left.
  3. Search for the organization, then click View next to its name.
  4. Select the Insurances from the menu on the left.
  5. Click View next to the policy. 
  6. Update the relevant fields, then click Save and Close.
  7. (Optional) Click Logs to view a list of any changes made against the policy record. 

    Organizations-Policy-Logs.png

Delete a policy

  1. Go to Tools > Contractor Manager.  
  2. Select Organizations from the menu on the left.
  3. Search for the organization, then click View next to its name.
  4. Select the Insurances from the menu on the left.
  5. Click Delete next to the policy, then click Remove to confirm.

    Organizations-Policy-Delete.png
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