Use the Insurance Document window to enter and edit the details of an insurance policy. The document contains many tabs, which you can use to enter details about the insurance.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Generate Document 
This appears when the document is in edit mode. Click to display the Generate Insurance pop-up window. Use this window to generate a new insurance document. On the Generate Insurance pop-up window, you do the following:
Select an action
Click to display the list of actions you can perform on the current window.
Insurance Log
Click to return to the log window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Control Center
Click to return to the Workspace.
General tab:
Insured
Click Select Insured 
to open the Select Contact Dialog Box to choose the contact that the insurance policy covers.
Policy Type
Click Select Policy Type to open the Select Insurance Policy Dialog Box to choose an insurance policy, or enter it directly in the field.
Policy No.
Enter the insurance policy number.
Insurance Provider
The insurance provider, the name of an agent at the insurance company, or a contact person at the company that is providing the insurance.
Contact Person
Click Select Contact Person to open the Select Contact dialog box to choose the contact for this policy.
Effective Date
The date this policy goes into effect.
Expiration Date
The date this policy expires.
Policy Limit
The maximum insured limit for this policy.
Status tab:
Ball in Court
The person responsible for this item.
Click Select Ball in Court to open the Select Contact Dialog Box to select the contact responsible for this insurance policy.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Status
Use the drop-down list to select a valid status code for this policy.
Details tab:
Contract
The contract associated with the insurance policy. Click Select to open the Select Contract Dialog Box to choose a contract to link to the insurance policy.
Remarks
Additional comments or instructions.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
Legal Notices
Copyright © 2015,
Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015