The Insurance log tracks individual insurance policies used to cover employees, automobiles, property, equipment, and so forth. From this log, you can review insurance documents, edit an existing insurance document, Generate a New Insurance Record Based on an Existing One, or create a new insurance document. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Select an action

Click to display the list of actions you can perform on the current window.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

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.

Columns:

Policy Type

The insurance classification, such as Automobile, General Liability, Workman's Comp, or Umbrella. Click to open the Insurance document window in View mode.

Insured/Insured Contact

The company and contact covered by the insurance policy.

Policy Number

The number that identifies the policy with the insurance company.

Effective

The date the policy goes into effect.

Expiration

The date the insurance coverage ends.

Insurance Provider/Contact Person

The name of the insurance organization and contact providing the coverage.

Contract

The contract, if any, to which the insurance policy is linked. Click to open the Contract Document Window.

Policy Limit

The maximum insured limit for this policy.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Logs folder in the Project View and click Insurance.

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