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Deleting an Insurance Policy

You can delete insurance information from a company in either the Organization or Workspaces work area if the insurance policy is no longer held by the company or is no longer relevant to a workspace. To delete insurance information, your security role in the appropriate work area must have permission to delete insurance. For more information, see "About Security Permissions".

You can delete insurance information from any of three places:

While viewing the Insurance document: Use this method when you need to verify the insurance information before deleting the document.
From the Company document: Use this method to quickly delete multiple insurance documents from a single company.
From the Insurance register: Use this method to quickly delete multiple insurance documents from multiple companies at the same time.

Note: Deleting an insurance policy from the Organization work area does not remove it from any workspaces to which it was added.

To delete an insurance policy

Open the Insurance tab of the appropriate company.
Select the check box next to the insurance policies you wish to delete and click Delete.

— or —

Open the insurance document you wish to delete and click Delete .

Click Yes when Proliance prompts you to confirm.

The insurance policy is deleted.

Tip:

Instead of deleting an insurance policy, you may wish to simply deactivate it. This changes the state of the policy to Inactive, which allows you to reactivate it later or to permanently delete it if you choose. For more information, see "Insurance Workflow Actions".

Note:

Be sure you are familiar with the "Scope of Insurance Documents in Proliance" before deleting insurance policies.
You cannot delete an insurance policy while it has an Active state.