Certificate of Insurance BP - Purpose
Certificate of Insurance process is used to capture data related to insurance certificates such as Policy Number, Date of Issue, Name of Insured person/entity, Waiver Clauses, Insurance Coverage amounts, and so forth.
Certificate of Insurance BP - Level
Project/Shell
Certificate of Insurance BP - Type
Simple
Certificate of Insurance BP - Workflow
Certificate of Insurance BP is a non-workflow BP.
Record Statuses
- Active
- Inactive
- Canceled
- Pending
Groups Associated with this BP
Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can create and edit this BP.
Certificate of Insurance BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE BUILDING TEMPLATE > Setup > Business Process > Certificate of Insurance
Certificate of Insurance BP - Create
To create a Certificate of Insurance BP:
- From the User mode, navigate to the Shell (for example: Building or Campus) where you want to create the record.
- Expand the Real Estate Data Management node on the Left pane, and select Certificate of Insurance.
- From the BP log page, click Create.Complete the form. The required fields are in red and marked with an asterisk.
- Select Finish Editing.