Asset Management / Asset Portal / Equipment
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Capital Project Management/ Commissioning / Post-Construction

View and Edit Insurance Policies

Use the View and Edit Insurance Policies task to develop data about your insurance providers and policies. Once you develop this data, you can associate furniture and equipment assets with these insurance policies. 

You should first develop the data for your insurers before adding policy information. See View and Edit Insurers. Data on the company that provides insurance is stored in the Insurers table, and information about specific policies is stored in the Policies table.

For commissioning projects, insurance policy information can be collected at the time of the commissioning assessment, and can be used throughout the lifecycle of the equipment.

Adding or Editing Insurance Policies

To add or edit insurance information:

1. Select the View and Edit Insurance Policies task.
2. Do one of the following:
   • To add a new insurance policy record, at the top of the Insurance Policies list, click Add New.

   • To edit a record, select it in the Insurance Policies list.

     The Edit Insurance Policies pane displays the fields for adding a new record.

3. Enter the following required field:

   Policy Code: Enter a unique identifier for the policy.

4. Enter the following additional fields if needed:
   • Insurer Name: Associates the policy with an insurance provider from the Insurers table. You can assign multiple policies to one insurer record.
   • Start Date/End Date: The time period the policy covers.
   • Policy Value: Enter the insured value of all assets assigned to this policy; you may want to complete this field after you assign assets to the policy.
   • Policy Description: Enter a description of the policy and the coverage it provides. You can also use this field to record the location of the policy paperwork, as it may be required to execute the policy.
5. Click Save.

Deleting Insurance Policies

To delete insurance policies:

1. Select View and Edit Insurance Policies.

   The View and Edit Insurance Policies screen displays a list of your policies.

2. Select the record from the Insurance Policies list.
3. The Edit Insurance Policies pane displays the fields for the selected record.
4. Click Delete at the top of the Edit Insurance Policies pane.

   A message asks you to confirm the deletion.

5. Click OK.

   The insurance policy record is removed from the database.

See Also

Equipment Reports