Insurance - Contract Module

To add an insurance record:

1. Click Add Item.

   This displays in the Actions menu on the right side of the page.

2. Select an insurance group from the Insurance Group field.

   Create a new group or category.

3. Select an insurance type from the Insurance Type field.

   Create a new group or category.

4. Select an insurance category from the Insurance Category field.

   Create a new group or category.

5. Enter the policy number in the Policy Number field.

6. Enter the begin date and end date of the insurance policy in the Begin Date and End Date fields.

   You can also click Calendar to open the Date Picker and select the appropriate date.

7. Select the appropriate check boxes:

   • Policy Required Flag: An insurance policy is required in the lease.

   • LL Named Insured?: Landlord is the policyholder for the lease.

   • Agent Named Insured?: A third party agent is the policyholder for the lease.

   • Self Insured?: You are the policyholder for the lease.

   • Certificate Required Flag: Proof of insurance submission required.

8. Enter the request date and received date of the insurance policy in the Request Date and Received Date fields.

   You can also click Calendar to open the Date Picker and select the appropriate date.

9. Enter the total amount of coverage in the Total Amount field.

10. Enter the single occurrence coverage amount in the Single Occurrence Amount field.

11. Select the currency used on the policy from the Currency field.

12. Enter any comments in the Comments field.

13. Select the contact associated with the policy from the Contact field.

    To add a new person, follow the Add a Person in the Add Person window procedures.

14. Select the covenant this insurance is associated with from the Covenant field.

    You can view information about a covenant by selecting a covenant from the field and then clicking the View .

15. Enter the section of the covenant this insurance is associated with in the Section field.

16. Select the amendment this insurance is associated with from the Amendment field.

    You can view information about an amendment by selecting an amendment from the field and then clicking the View .

17. Click Save Changes.

    This displays in the Actions menu on the right side of the page.

    The page refreshes. The insurance record appears in the Contract Insurance List.

To edit an insurance record:

1. Select the record you want to edit from the Contract Insurance List.

2. Make your changes.

3. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

To delete an insurance record:

1. Select the record you want to delete from the Contract Insurance List.

2. Click Delete Item.

   This displays in the Actions menu on the right side of the page.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The record is deleted. It no longer appears on the page.