Update Expiring Insurance for a Vendor in the Company Directory
Fundo
O Procore envia automaticamente e-mails In Procore, the term Insurance Manager refers to an internal employee (or multiple employees) at your company who serve as your organization's primary point of contact(s) for ensuring that the insurance policies for your contractors, subcontractors, and other vendors are in compliance with requirements and that their required policies and certificates are kept up-to-date.
Coisas a considerar
Se você tiver ativado a ferramenta Integrações de ERP para o Sage 300 CRE, os seguintes campos de seguro em um registro de empresa do Procore agora estarão bloqueados quando os dados do Procore forem sincronizados com o Sage 300 CRE. Você deve fazer essas atualizações no sistema ERP integrado: Tipo de seguro (p. ex., Geral, Automotivo, Guarda-chuva e Trabalhador), Data de vigência, Data de vencimento, Limite, Nome e Número da apólice.
Prerequisites
Steps
Tip
First add an Insurance Provider as a company in your Company Directory. See Add or Edit a Vendor/Company to the Company Directory.
In your email client, open the 'Expiring Insurance' email from Procore.
Click the View Insurance link.
If you are not logged into Procore, log in.
Update the value in any cell with the blue caret symbol.
OR
Click Edit to change the status, add an attachment, or enter insurance notes.Click Save.