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Maintaining Insurance

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Mandatory Prerequisites

Prior to creating an Insurance Record, refer to the following Topics:

Screenshot and Field Descriptions: Insurance Tab

 

Insurance: this is the primary identifier for the Insurance Policy.

 

Group: this determines the Group that the record belongs to. Groupings are useful in searches and reports.

 

Name: this is the friendly name given to the Insurance Policy.

 

Policy Number: this is the Insurance Policy reference.

 

Insurer: this is the name of the Insurer.

 

Cover Amount: this is the $ Amount of the Insurance Cover.

 

Premium Amount: this is the $ Amount of the Insurance Premium.

 

Start Date: this is the Start Date of the Insurance Policy.

 

Add Start Date To Diary: tick to automatically save the Start Date to the Insurance Diary.

 

Event - Start: this is the Event ID that will be used for the Start Date in the Insurance Diary. It is required if Add Start Date To Diary is ticked.

 

Expiry Date: this is the Expiry Date of the Insurance Policy.

 

Add Expiry Date To Diary: tick to automatically save the Expiry Date to the Insurance Diary.

 

Event - Expiry: this is the Event ID that will be used for the Expiry Date in the Insurance Diary. It is required if Add Expiry Date To Diary is ticked.

 

Type: can be associated with one of the following entity types:

 

Entity: this is the primary identifier for the Insurance Entity Type.

If the Insurance Policy relates to more than one entity record, link the policy to other entities using the X-Refs tab.

Shared or Site Optional Tabs

Other than Tabs described specifically in this Topic, the following may also be available (depending on Site Settings):

How Do I : Search For and Maintain Entities

These General Rules are described in the Fundamentals Manual: How Do I : Search For and Maintain Entities

How Do I : Add a new Insurance Policy

  1. At the Insurance field, enter a new Insurance ID.
  2. At the Group field, locate the Insurance Group you would like to assign this Insurance to.
  3. At the Name field, enter the insurance policy name
  4. At the Policy No field, enter the policy number.
  5. At the Insurer field, enter the insurer's name.
  6. At the Cover Amt field, enter the amount of the policy.
  7. At the Premium Amt field, enter the amount of the premium.
  8. At the Start Date field, enter the date the insurance policy commences.
  9. If required, tick the Add Start Date To Diary check box and locate the Event to use.
  10. At the Expiry Date field, enter the date the insurance policy will expire.
  11. If required, tick the Add Expiry Date To Diary check box and locate the Event to use.
  12. Click the Application tool-bar push button: Add.
  13. Confirm that you wish to add the new record.

How Do I : Modify an existing Insurance Policy

  1. At the Insurance field, locate the Insurance.
  2. At the Group field, locate the Insurance Group you would like to assign this Insurance to.
  3. At the Name field, enter the insurance policy name
  4. At the Policy No field, enter the policy number.
  5. At the Insurer field, enter the insurer's name.
  6. At the Cover Amt field, enter the amount of the policy.
  7. At the Premium Amt field, enter the amount of the premium.
  8. At the Start Date field, enter the date the insurance policy commences.
  9. If required, tick the Add Start Date To Diary check box and locate the Event to use.
  10. At the Expiry Date field, enter the date the insurance policy will expire.
  11. If required, tick the Add Expiry Date To Diary check box and locate the Event to use.
  12. Click the Application tool-bar push button: Change.
  13. Confirm that you wish to change the record.

How Do I : Delete an Insurance Record

  1. At the Insurance field, locate the Insurance.
  2. Click the Application tool-bar push button: Delete.
  3. Confirm that you wish to delete the record.

How Do I : Add Insurance Dates to the Diary

  1. At the Insurance field, locate the Insurance.
  2. At the Start Date field, enter the date the insurance policy commences.
  3. Tick the Add Start Date to Diary check box if a Diary entry is required.
  4. At the Event field, locate an Event.
  5. At the Expiry Date field, enter the date the insurance policy will expire.
  6. Tick the Add Expiry Date to Diary check box if a Diary entry is required.
  7. At the Event field, locate an Event.
  8. Click the Application tool-bar push button: Change.
  9. Confirm that you wish to change the record.
  10. Verify the new Diary entries by clicking on the Diary tab.

Related Topics

Insurances are associated with the following Topics: