How do I manually override Compliance or Non Compliance for a specific COI?

In some instances it may be necessary for you to override the compliance guidelines and enter a COI as compliant even though it does not meet the minimum requirements of the compliance group.

To manually override a COI as compliant:

1. Click Go To > Certificate of Insurance > COI Dashboard.
   
2. Use the SEARCH button and/or filters to locate the intended COI.
3. Click the hyperlinked COI name in the NAME
4. Click EDIT COMPLIANCE.
   
5. Click Mark as Compliant or Mark as Non-Compliant, provide an optional remark, and click SAVE.