This article describes how to create COI compliance groups. After a compliance group has been created, you have the option of splitting your portfolio into separate regions with distinct coverage amounts and/or components. COIs that are entered are labeled as either compliant, or non-compliant, dependent upon them meeting or exceeding the compliance threshold.
You can group buildings by state, region, or similar compliance requirements. New COIs created in a compliance group follow the structure that is setup for that particular group.
To create a compliance group:
- Click Go To > Certificate of Insurance > COI Admin.
- Click the Groups tab.
- Click Select a compliance group, and select Create New Group.
- Using the GROUP NAME field, create a group name.
- Click and highlight the buildings that are part of the new compliance group and click the arrow icon.
- Click SAVE.
Comments