Creating Job-Specific Insurance Templates

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Creating Job-Specific Insurance Templates

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.Click the Insurance Templates tab.
 
The following screen displays:
 
GreenlightmainscreenInsuranceTemplatestabwithtext-mh
 

4.Click the New Template button, GreenlightNewTemplatebutton-mh.
 
The New Insurance Template dialog box displays:
 
GreenlightmainscreenInsuranceTemplatestabNewInsuranceTemplatedialog-mh
 

5.In the Template Name field, enter a name for the insurance template.

6.Click Save, GreenlightSavebutton-mh.
 
Note:  Leave the All Operations and Allow Override checkboxes blank until you complete the template.
 

7.A blank Insurance Template form displays. Begin entering your insurance requirements for each policy type.
 
GreenlightmainscreenInsuranceTemplatestabblank-mh
 

8.Click the required checkboxes to set your Custom Endorsement Tracking.
 
Note:  If you do not want to track or require a particular policy type, click the NA checkbox.

9.Once you complete entering your information, click Save, GreenlightSavebutton-mh.