Please enable JavaScript to view this site.

pVault® Help

Navigation: Greenlight Compliance Manager™ > Vendor/Subcontactor Level > Insurance

Setting Insurance Policies - Tracking a Completed Operations Job

Scroll Prev Top Next More

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.

 

 

Version 2024.01.36 1/30/2025
© 2025 Paperless Environments, LLC or its affiliates ("Paperless") or its licensors.  All trademarks mentioned are the property of their respective owners.  Use of non-Paperless trademarks is not an endorsement of any person or product.