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Contractors - Adding and tracking insurance expiry dates

1. Adding PI and PLI expiry dates

  1. Go to Contractors > View contractors

  2. Locate the contractor in question

  3. Click on the edit pencil icon

  4. Open the Insurance tab

  5. Enter the PI and PLI expiry dates, and any other information, as required

  6. Click Submit

2. Tracking expiry

  1. Go to Contractors > View contractors

  2. If expiry dates have been entered within a contractor's record, they will be listed within the PI and PLI columns (highlighted below)

  3. Click on either column header to sort the column chronologically and bring to the top contractors with PI/PLI dates that have already expired followed by those due to expire in the near future

The View contractors page can be exported should a user prefer to track insurance expiries using a spreadsheet. Click on the Export button to export this data in Excel format.

3. Requesting an updated insurance certificate

  1. Go to Contractors > View contractors

  2. Once you have located the relevant contractor record, open the Action dropdown menu

  3. Choose Email insurance documents request

4. Uploading a new insurance certificate

  1. Go to Contractors > View contractors

  2. Once you have located the relevant contractor record, open the Action dropdown menu

  3. Select Upload/View documents

  4. Ensure you are on the Uploaded documents tab

  5. In the Upload column, select the upload icon

  6. Drag and drop the document into the pop-up window, or click on Add files and locate the document within your computer files

  7. Click on Start upload

  8. Once uploaded, close the pop-up window and refresh the page

  9. The number within the Upload documents column will have updated to reflect the document(s) just uploaded

Note: You can also view any generated remittance advises within the Generated documents tab on this page.

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