To update the insurance of a contractor

The procedure to update the insurance of a contractor is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contractors. The Contractor Details window is displayed.
2. Select a contractor from the alphabetical list or type their name into the Search Contractors field. By default the list is filtered to show Current contractors. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct contractor displayed, click on Insurance. The Insurance tab is activated.
4. Enter the Public liability insurance provider into the field provided.
5. Enter the policy commencement date into the Public liability start field.
6. Enter the policy expiration date into the Public liability end field 2.
7. Enter the Public liability policy number into the field provided.
8. Enter the Employee liability insurance provider into the field provided.
9. Enter the policy commencement date into the Employee liability start field.
10. Enter the policy expiration date into the Employee liability end field 2.
11. Enter the Employee liability policy number into the field provided.
12. Click on Save.

Note

1 The Search Contractors field will match against any element of the contractor name.

2 Only contractors with valid public and employee liability insurance can be selected to fulfil work orders and inspections i.e. the expiration date must be in the future.

See related topics...

To create a new contractor

Contractor record maintenance overview