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The Job Override feature on the job-specific insurance templates allows users to make revisions to insurance templates on a job record without having to create a new template.
If a project requires more coverage, users can quickly add the updates to the insurance template from the Job record without having to create a new insurance template.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, .
The main screen displays with the Dashboard tab active:
3.Click the Insurance Template tab.
The following screen displays:
4.In the Choose Template field dropdown, select a job-specific template.
5.Click the Allow Override checkbox.
6.Click Save, .