How do I navigate the COI Management Dashboard?

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{Matthew Gillen}
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This article reviews how to leverage the COI dashboard and health monitors to identify gaps in coverage.

The COI Dashboard provides straightforward visibility into building level compliance. The Status pie chart shows data in the following colors and we've defined what each of these represents.

Color

Meaning

Green

Represents tenants or vendors With coverage

Red

Represents tenants or vendors Without coverage

Yellow

Represents tenant or vendors that are Non-Compliant

Grey

Represents tenant or vendors Missing Coverage

 

To locate the COI Dashboard:

  1. Click Go To > Certificate of Insurance > COI Dashboard.
  2. Select a BUILDING and click SEARCH.

To toggle the graphs on and off: Navigate to the column name of the graph you want to turn on or off, and click the graph icon shown below.

Alternatively, you can collapse the all of the graphs by clicking the ^ arrow located in the top right corner of the graphs section.

To display graph data in the grid: Click the corresponding part of the graph.

 

Click Search to filter the data displayed on the COI dashboard in a variety of ways

After you perform a Search you can save your dashboard grid view by clicking on Save View and entering a name for the view. Each time you come back to the COI dashboard you can click on the drop down menu to the left of Save View to locate a previously saved view.

Lastly, check off the box next to one or many COI records and use the Actions drop down menu to bulk close COI's, or Share or Export the grid view.

 

 

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