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
- Go to Tools > Contractor Manager.
- Select Organizations from the menu on the left.
- Search for the organization, then click View next to its name.
- Select the Insurances from the menu on the left.
- Click Add Insurance Policy.
- Complete each policy field, then click Save and Next.
- 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.
- 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.
- Upload one or more documents, then click Save and Close.
Edit an insurance policy
- Go to Tools > Contractor Manager.
- Select Organizations from the menu on the left.
- Search for the organization, then click View next to its name.
- Select the Insurances from the menu on the left.
- Click View next to the policy.
- Update the relevant fields, then click Save and Close.
- (Optional) Click Logs to view a list of any changes made against the policy record.
Delete a policy
- Go to Tools > Contractor Manager.
- Select Organizations from the menu on the left.
- Search for the organization, then click View next to its name.
- Select the Insurances from the menu on the left.
- Click Delete next to the policy, then click Remove to confirm.
