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Navigation: Greenlight Compliance Manager™ > Job Level > Job Info > Completed Operations

Setting Insurance Policies for Tracking on a Completed Operations Job

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Once a job status is changed to Completed Operations, Greenlight CM™ will still 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 the job.
 
The following screen displays with the Job Info tab active:
 
GreenlightJobmainscreenInfotab-mh
 

4.Click the vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotabCompletedOperations-mh
 

5.Click the Insurance tab.
 
The following screen displays:
 
GreenlightJobmainscreenInsurancetabCompletedOperations-mh
 

6.Under the Tracking grid, select the policies by clicking the On radio buttons.
 
GreenlightJobmainscreenInsurancetabinsurancetrackinggrid-mh
 

7.Click Save, GreenlightSavebutton-mh.

 

 

Version 2024.01.36 1/30/2025
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