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Asset Management / Asset Portal / Equipment

Capital Project Management/ Commissioning / Post-Construction

View and Edit Insurers

Data on the company that provides insurance is stored in the Insurers table, and information about specific policies is stored in the Policies table. You should first develop data for your insurers before adding policy information, so that you can associate the insurer with the policies you enter.

For commissioning projects, insurer information can be collected at the time of the commissioning assessment, and can be used throughout the lifecycle of the equipment.

Adding or Editing Insurer Information

To add or edit insurer information:

1. Access this view from the Process Navigator in one of the following ways:
   • Select the Asset Management/Asset Portal/Equipment/View and Edit Insurers task.
   • Select the Capital Project Management/Commissioning/Post-Construction/View and Edit Insurers task.
2. Do one of the following:
   • To add information for a new insurer, click Add New at the top of the Select Insurer list.
   • To edit a record, click it in the Select insurers list.
3. In the Insurer panel, enter the following required information:

   Insurer Name: This is the table's key field and its value uniquely identifies insurer records.

4. To further define and facilitate contacting the insurer, enter the following contact information:
   • Contact Name
   • Address One
   • Address Two
   • City
   • State or Province
   • Email address
   • Phone Number
   • Phone Extension
   • Fax Number
   • Postal Code
   • Country
   • Description: Use this field to enter identifying information for the insurer, such as" Property and Liability" to indicate the type of insurance provided. The description appears in the selection list for the View and Edit Insurers task to help identify the insurer.
5. Click Save.

Deleting Insurer Information

To delete insurer information:

1. From the Process Navigator, select Asset Management/Equipment/View and Edit Insurers.

   The Insurers screen displays a list of your insurers.

2. Select the record from the Select Insurer list.
3. The Insurer panel displays the fields for the selected record.
4. Click Delete at the top of the Insurer panel.

   A message asks you to confirm the deletion.

5. Click OK.

   The insurer record is removed from the database.