Insurance Policy List
The Insurance Policy List page allows authorized users to view and maintain a list of all asset insurance policies. A system administrator can set up different insurance policies and assign them to assets for your organization. Normally there is a blanket policy that covers the majority of the assets.
To access the Insurance Policy List page, go to Maintenance > Financial Management > Asset Management > Insurance Policies.
Click Refresh at any time to repopulate and update the list to include any changes made by you or other authorized users.
Click here for more information on the fields.
| Field | Description |
|---|---|
| Active | A check mark displays if the insurance policy is active. It displays nothing if the insurance policy is not active. |
| Insurer | Name of the insurance company/vendor holding the policy. |
| Policy Number | Policy number assigned to the insurance policy. |
| Description | Description assigned to the insurance policy. |
| Start Date | Date on which the insurance policy goes into effect. |
| End Date | Date on which the insurance policy expires. |
| Amount | Total dollar amount of coverage provided by the insurance policy. |
Add or Edit an Insurance Policy
To add data for a new insurance policy click New. To edit data on an existing policy , click the Policy Number hyperlink to open the existing record. See Add or Edit an Insurance Policy for more information.
Delete an Insurance Policy
To delete an insurance policy record, select it in the list and click Delete.
The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.
Print an Insurance Policy List
- To print a report of all insurance policies, click Print. This Print button is hidden if you do not have the appropriate security permissions.
- Click OK to submit the listing to myReports.
See also: