1. Adding PI and PLI expiry dates
Go to Contractors > View contractors
Locate the contractor in question
Click on the edit pencil icon
Open the Insurance tab
Enter the PI and PLI expiry dates, and any other information, as required
Click Submit
2. Tracking expiry
Go to Contractors > View contractors
If expiry dates have been entered within a contractor's record, they will be listed within the PI and PLI columns (highlighted below)
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.