Setting Insurance Policies - Tracking a Completed Operations Job

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Setting Insurance Policies - Tracking a Completed Operations Job

 

With the Completed Operations job status in place, Greenlight CM™ can track user-selected insurance policies.

 

1.From the ribbon toolbar, click Greenlight.

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

3.In the left navigation bar, click on a vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Insurance tab.
 
GreenlightVendorscreenVendorInsurancetab-mh
 

5.In the Tracking grid, select which policies you want to track by clicking the On radio button.
 
GreenlightVendorInsurancetabTrackinggrid-mh
 

6.Click Save, GreenlightSavebutton-mh.