Track Company Insurance

<< Click to Display Table of Contents >>

You are here:  Greenlight Compliance Manager™ > Manage Greenlight™ > Configuration > Configuring Settings >

Track Company Insurance

Companies have the ability to track their own insurance policies by enabling Company Insurance tracking.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh.
 
The main screen displays with the Users tab active:
 
GreenlightManageGreenlightmainscreen-mh
 

3.Click the Configuration tab.
 
The following screen displays:
 
GreenlightManageGreenlightmainscreenConfigurationtab-mh
 

4.In the Configuration Settings grid, locate the Track Company Insurance check box.

5.Click the check box to enter a checkmark and turn on tracking.
 
Once Company Insurance is being tracked, you may input your company's insurance policies and allow Greenlight CM™ to track expiration dates.
 

6.Click the Our Insurance tab.
 
The following window displays:
 
GreenlightOurInsurancetabscreen-mh
 

7.Click Add, GreenlightAddbutton-mh.
 
The Add Insurance Policy dialog box displays:
 
GreenlightOurInsurancetabAddInsurancePolicydialog-mh
 

8.Use the Insurance Type field dropdown to select the type of insurance policy you are adding.
 
GreenlightOurInsurancetabAddInsurancePolicydialogInsuranceTypefielddropdown-mh

 

9.In the Add Insurance Policy dialog box, enter information in the available fields.

10. Verify there is a checkmark in the Active check box.

11. Click Save, GreenlightSavebutton-mh.
 
The populated screen will resemble the following:
 
GreenlightOurInsurancetabscreencomplete-mh