Updating Insurance Templates on a Project

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Updating Insurance Templates on a Project

 

You can update insurance templates on a project without having to create a new template. If the project's owner requires extra coverage, you can update your insurance templates for that project.

 

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:
 
GreenlightmainscreenInsuranceTemplatestab-mh
 

4.Use the Choose Template field dropdown to select the appropriate template.

5.Click to select the Allow Override checkbox.

6.Click Save, GreenlightSavebutton-mh.

7.In the left navigation bar, click on a job.
 
The following screen displays with the Job Info tab active:
 
GreenlightJobmainscreen-mh
 

8.Click the Insurance tab.
 
The following screen displays:
 
GreenlightJobmainscreenJobInsurance-mh
 

9.Use the Template field dropdown to select the appropriate template.

10.Edit the insurance requirements and endorsements as necessary.

11.Click Save, GreenlightSavebutton-mh.