How insurance works. Insurance requirements tool

If enabled, you can track insurance certificates by date and time.

 How it works
  • When a project is awarded the contractor will be notified that insurance is required.
  • The (Service provider) will then upload the insurance information.
  •  Then the (Manager) will see an insurance notification in the dashboard as well as in the activity log on the project.  
  • The manager can now approve the insurance after inspecting the submitted documentation.  If approved it will send a notification to the service provider the certificate was approved. 
  • When the certificate is approved by the manager, the manager can now change project status to any custom status.  By default, it'll stay (Insurance pending) until changed manually 

Did you find this article useful?

  • Terms of use

    WEBSITE TERMS OF USE   EFFECTIVE DATE: November 15, 2019   TracFax Website TERMS OF USE This website, (the “TF Website...

  • Log in using Forgot Password option

    Steps Go to --> click on Login Click on forgot password Go to your email, then click on reset password Add your new password.  V...