Overview:

Insurances is a place for you to record all information regarding your insurances or other cover/documents. After you attach a copy of the document, the system will submit the entry for review. If the Type you need does not exist, please contact the administrator or client contact.

Screen Guide:

• Type is the category of insurance/cover document being entered.
• Number can be a policy number or any other number relevant to the entry.
• Expiry is a field to enter when the insurance expires. It is good practice to put a reminder in your calendar 30 days before expiry so that you have time to update it.
• Insurer is where you should enter the supplier of the insurance or cover.
• Cover is the numerical amount that this insurance covers you for.
• Excess is any excess payable in the event that the insurance is used, if any.
• File is an inline attachment field, allowing you to attach documents to this specific line using the paperclip. You can access the attachment by clicking on the paperclip icon again.
• Subcontract is automatically filled out to be your current subcontract.
• Description is an optional field to describe the insurance.
• Details is another optional field that provides more room to record details about the insurance.
• Reviewed is a checkbox available for the contract administrator to tick once they have checked that all recorded details match the attached File and that the insurance is valid.
• The Bin field allows you to delete a mistaken or unused line. After ticking the box, click Save.

You can add new lines by clicking the blue New Line field at the bottom of the list. Remember to Save after entering or editing data.