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About Insurance
Proliance can record comprehensive information about the
insurance policies held by a company. In order to assist users in charge
of managing workspaces to assign companies that have the correct insurance
coverage, you should ensure that all policies held by a company are defined
in Proliance.
Note: The Insurance
document is only available for companies in the Organization and
Workspaces work area.
Information in an insurance document is organized over the
following pages:
- Main:
Contains all the commonly used information about an insurance policy.
For more information, see "Insurance
- Main".
- Properties: Contains information about the Insurance document itself, such as the
user who created the document, and the area of Proliance in which the
document was created. For more information, see "Document
Properties".
Additional insurance information is also available on the
following tabs:
Scope of Insurance Documents in
Proliance
It is important to note that the scope of
an insurance policy and where it will appear depends on where it is defined
in Proliance:
From
the Organization work area
Insurance policies defined in the Companies,
Org Companies, or Business
Units register can be used in any workspace. However, any policies
you create in the Organization work area will not appear in any workspace—even
on workspaces in which the company holding the policy is already involved—unless
you manually add the insurance document.
Adding ensures that a link is maintained between insurance
policies in the Organization work area and the workspace. If you need to
update information for that policy later on, you need only enter it once
in the Organization work area, and then synchronize
it to all workspaces in which the policy has been added.
From
the Workspaces work area
Insurance policies in the Workspaces work area may have been
added to the workspace from companies in the Organization work area, or
they may have been specifically defined for the workspace. Insurance documents
created in a workspace have no relationship to the Organization work area
or any other workspace.
Policies that have been added to a workspace may be periodically
updated when changes made to the corresponding document in the Organization
work area are synchronized to the workspaces. Any changes you have made
to that insurance document in a workspace will be overwritten.