Viewing Contract Insurance

The Insurance tab on the Contract Administration Summary contains an accordion list of all the insurance policies on record for the contract's prime contractor. Each row displays an Action button and current values for the Insurance Sequence Number and Insurance Type fields.

Click anywhere in a row to expand the record and display all the available information. You can view information in the following fields, but any changes must be recorded in the vendor reference data:

• Insurance Sequence Number

• Insurance Type

• Insurance Status

• Policy Number

• Comments

• Insurance Company Code

• Agent

• Phone Number

• Insurance Begin Date

• Expiration Date

To remove an insurance policy from the contract, select Delete from the Actions menu on the insurance policy row. To reverse the delete action, click the Undo button. To save your changes, click the Save button.

Adding Insurance Information to the Contract

Follow these steps to add the prime contractor's insurance policies to the contract record:

1. Navigate to the Contract Administration Summary, click the Insurance tab, and then click the Select Insurance Policies button.
   
   The system displays a modal window containing a list of all the insurance policies currently recorded for the prime contractor.

2. Click the row for each insurance policy you want to add.
   
   The system adds a check mark beside each policy you select and shades the row. To cancel a selection, click the selected row again.

3. Click the Add to Contract button.
   
   The system closes the modal window and takes you to the Insurance tab of the Contract Administration Summary with the new insurance policy (or policies) added to the list.

4. When you are finished making changes to insurance for the contract, click the Save button.
   
   The system displays a message to confirm that your changes were saved in the database.

Related topics:

Maintaining Vendor Insurance