Add an Insurance Policy

Contents

The Contract Management Insurance module provides a convenient place to record information about the insurance policies for all project participants. Use this module to keep track of the policies you carry for your company, and those of the companies that work for you.

Construction contractors carry several types of insurance for their company and employees, and some contracts require proof of insurance for all project participants, including subcontractors. With the Contract Management Insurance module, you can conveniently store information about relevant insurance policies for all project participants, including worker's compensation and bonding.

To add an insurance document:

1. Expand the Logs folder and click Insurance to open the Insurance Log Window.
2. Click Add Document to open a blank Insurance Document Window. Contract Management automatically sets the Status to New Item.

On the General tab:

1. Click Select Insured next to the Insured field to open the Select Contact Dialog Box to choose the insured party.
2. Click Select Policy Type next to the Policy Type field to open the Select Insurance Policy Dialog Box to choose the policy type.
3. Enter the policy number and the name of the insurance provider.
4. Click Select Contact Person next to the Contact Person field to open the Select Contact Dialog Box to choose the contact for the policy.
5. Click Select Date and select dates for the Effective Date and Expiration Date fields for the policy.
6. Enter the policy limit.

On the Status Tab:

1. Click Select Ball in Court next to the Ball in Court field to open the Select Contact Dialog Box to choose the BIC.
2. Select the priority and status of the insurance document.

On the Details tab:

1. Click Select Contract next to the Contract field to open the Select Contract Dialog Box to choose the contract between your organization and the insured party.
2. Use the Remarks area to enter any additional information.

On the Issues tab:

To link an issue to the drawing, click Link to open the Select Issue Dialog Box, and select the issue.

On the Attachments tab:

You can do the following:

• Click Attach File to open the Attach File Dialog Box to attach a file to the document.
• Click Attach from Repository to open the Attach Document Dialog Box, which you can use 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 will not display unless the administrator set the Contract Management project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
• Click Attach URL to open the Attach URL Dialog Box to attach a web address to the document.

  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.

Save the Insurance document:

Click Save when finished.