The Additional Info tab allows you to create an additional layer of compliance validation that is not covered at the component level. This section gives you the ability to create a simple compliance check box, or create a customized question.
To create a compliance check or question:
- Click Go To > Certificate of Insurance > COI Admin.
- Click the ADD'L. INFO tab.
- Select a Compliance Group.
- Click the pencil icon .
- Enter in your Compliance Check(s) (example shown below).
- Click SAVE.
- (Optional) To create a customized question, enter your question in the Customize Your Question and Responses field.
- Specify the MAXIMUM CHARACTERS.
- (Optional) If required for compliance, click Require for Compliance.
- Click SAVE.
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