Certificate of Insurance Business Process

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

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

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Buildings.
  3. Open the MASTER OFFICE BUILDING TEMPLATE.
  4. In the left Navigator, select Setup, select Business Process, and then select Certificate of Insurance.

Certificate of Insurance BP - Create

To create a Certificate of Insurance BP:

  1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Real Estate Data Management, and then select Certificate of Insurance.
  3. In the BP log, click Create.
  4. Complete the form. The required fields are in red and marked with an asterisk.
  5. Select Finish Editing.

Last Published Tuesday, June 17, 2025