Allow Job Override Templates

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Allow Job Override Templates

 

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

3.Click the Insurance Template tab.
 
The following screen displays:
 
GreenlightmainscreenInsuranceTemplatestabwithtext-mh
 

4.In the Choose Template field dropdown, select a job-specific template.

5.Click the Allow Override checkbox.

6.Click Save, GreenlightSavebutton-mh.