The Insurance Record form stores key data about specific insurance that is needed related to a contract or to work that needs to be performed.
In the ribbon, actions which can be performed for the current insurance record, such as saving the record after changes, or running a report, are provided. The actions available depend on your security role and permissions.
Record forms have tabs that allow the user to move between different data elements of the record. On the Insurance record, you will see the following tabs:
- Summary – Provides primary information about the insurance, such as its producing company, insurance type, and effective and expiration dates.
- Timeline – Stores historical notes and activities against the record. For more information, see Timeline | EvergreenWorx.
- Documents – Allows for appending files (legal documents, photos, etc.) as supporting information for the insurance.
- Related – Other related items, such as Record Audit History and Activities.
Insurances are normally in an “Active” status, but can be deactivated to “Inactive” when they are no longer needed.