Assigning Insurances and Certifications

Assigning Insurances

Navigate to the Insurances & certifications tab of the supplier record.

To add Insurances, select + Insurance

Select the type of insurance being added (The types that are asked about within the assessment are also the configured types available to select in this dropdown), the Insurer (if known), insured amount and valid from and to dates. Attach the document that the supplier submitted as part of the assessment.

Watch the below video to see how this works.

Assigning Certifications

Navigate to the Insurances & certifications tab of the supplier record.

To add Certifications, select + Certification

Select the type of certification being added and valid from and to dates. Attach the document that the supplier submitted as part of the assessment.

Watch the below video to see how this works.

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Insurances & Certifications Dashboard

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