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About the Insurance Tab

The Insurance tab displays a list of insurance policies held by a company.

You can open this tab from any type of company document, but keep in mind that the insurance policies displayed may differ depending on the work area:

ClosedFrom the Organization work area

When opened from a Company, Org Company, or Business Unit document in the Organization work area, the Insurance tab displays every policy defined for that company in the Organization work area. These policies may or may not be used in your company's workspaces.

Changes made to an insurance policy in this tab can be synchronized in any workspaces to which that policy has been added.

ClosedFrom the Workspace work area

When opened from a Company document in the Workspaces work area, the Insurance tab displays each of that company's insurance policies that are currently being used in the workspace.

These policies may have been added to the workspace from the Organization work area, or they may have been defined within the current workspace.

Note: Any of the company's insurance policies that have been defined in the Organization work area but have not been added to the workspace are not shown.

Note: The Insurance tab is only available for companies in the Organization and Workspaces work area.

The following table lists the specialized commands available on the Insurance tab. For more information about the standard commands available on the Insurance tab, see "Proliance Registers". Available commands are determined by the permissions in your security role. 

Specialized commands on the Locations tab Command

Add selected insurance policies to a workspace.

This option is available in the Organization work area and is located under Tools.

Tools > Add Selected to Workspace...

Add all insurance policies to a workspace.

This option is available in the Organization work area and is located under Tools.

Tools > Add All to Workspace