Contract Insurance

The Contract Insurance module allows you to keep a registry of the insurance policies for the contract. 

ClosedGetting Started

Setup required before use

 Who Can Use It? Where Is It?

Insurance types

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

Contracts > Insurance

Tip: Not seeing the Contract Administration module? Contact Total Synergy Support to request this to be added to your Synergy licence.

Add an insurance policy

  1. Select insurance type by clicking in the cell beneath Type.
  2. Type in the name of the insurer.
  3. Enter the amount of cover.
  4. Enter the excess.
  5. Specify the policy expiry date.
  6. Save.
  7. Click to attach a saved copy of the policy to this line.

Tip: Learn how to create custom insurance types.

Attach a notice of insurance

Follow these steps to attach a saved notice of insurance to the contract.

  1. Click the browse button for Statement of Insurance.
  2. Browse to the saved notice.
  3. Save.

Create a notice of insurance

Where is it? Contracts > Documents > Other Documents

  1. Select Contractor/Owner’s Statement of Evidence of Insurances.
  2. Select the document template to use.
  3. Finish.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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