Double-click the consultant
for whom you are adding insurance information.
The Insurance tab appears if the
vendor has a vendor type of Consultant (Setup > Vendors > General tab > Vendor Type field).
Click the Insurance
tab. Enter the following information:
For
Do this
Type
Select the type of insurance. The Other 1 and Other 2 options are available
for you to track other insurance requirements.
Proof required
Select this check box to indicate that you require a proof of insurance
from this consultant.
Company name
Type the name of the insurance company issuing the policy.
Policy number
Type the number of the insurance policy.
Policy limit
Type the amount the insurance policy covers.
Effective
Enter the date the policy becomes effective.
Expires
Enter the date the policy expires.
To review the consultant
insurance information, from the Inquiry
menu, click Vendor > Vendor Insurance. Use this inquiry to review and monitor the insurance coverage of your consultants. The inquiry contains a standard column called Expiration Date. You can add a predefined column called Insurance Expired if needed.
