会社ディレクトリの会社記録に保険を追加する

目的

会社レベルのディレクトリ ツールの会社レコードに保険情報を追加すること。

背景

保険管理者は、以下の手順を使用して、会社レベルのディレクトリ ツールに会社レコードを持つ請負業者、下請業者、またはその他の建材業者の保険情報 (保険証券、保険証書、その他の補足文書など) を追加できます。「Procore 会社の保険マネージャーを指定する」を参照してください。

 ヒント
会社ディレクトリに保険プロバイダーを建材業者または会社として追加する場合は、最初にプロバイダーを追加します。「 会社ディレクトリに建材業者/会社を追加または編集する」を参照してください。

考慮すべきこと

ステップ

  1. 会社レベルのディレクトリ ツールに移動します。
  2. [会社] タブをクリックします。
  3. 会社の横にある [ 編集 ] をクリックします。
  4. 仕入先のレコードで、[保険] タブをクリックします。
  5. [ 会社保険を追加] をクリックします。
  6. [ 会社名] に保険を追加保険情報(グローバル)ページで、次の手順を実行します:

    • Type. Enter the type of insurance coverage (e.g., General Liability, Umbrella/Excess Liability, Builder's Risk, Professional Liability, Pollution Coverage, and so on). 

    • Insurance Provider. Input the insurance carrier's name exactly as it appears on the insurance certificate.

    • Policy Number. Type the full policy number exactly as it appears on your certificate.

    • Exempt. If the company for which you are entering insurance information holds a certificate or affidavit of exemption, mark this checkbox (e.g., Workers' Compensation).

    • Limit Amount: Enter the limit amount for the insurance in this box (e.g., If your combined single limit amount is two million dollars, enter 2,000,000). Note: You can enter up to seventeen (17) characters.

    • Information Received: Mark this checkbox if you received the complete set of paperwork regarding this insurance.

    • Effective Date: Enter the effective date as it appears on the certificate.

    • Expiration Date: Enter the expiration date as it appears on the certificate.

    • Send Expiration Notification?: Mark this checkbox to have automatic notification emails sent to users designated as insurance managers in your Directory and the vendor's primary contact and invoice contacts when the insurance is about to expire. See Who receives notification emails when a vendor's insurance expires?

    • Status. Select one of Procore's default informational statuses from the drop-down list. See What are the default statuses for insurance in Procore?
      Notes:

      • The default status setting when adding new insurance information is set to Compliant. However, it is up to the person performing the data entry to ensure that the status setting is accurate. When the insurance expires (based on the data entered in the 'Expiration Date' field), the status automatically changes to Non-Compliant. To change the status, see Update Expiring Insurance for a Vendor in the Company Directory.
      • Compliance and registration standards vary between countries, states, cities, and usage must always be governed by your organization's standards and requirements.
      • Changing a status at a later time will NOT trigger an email notification. Email notifications are only sent to the designated Insurance Manager when triggered by the Expiration Date. When insurance has expired, the status will automatically change to non-compliant. See Designate an Insurance Manager for Your Procore Company.

    • Notes. Type any additional information about the insurance. 

    • Additional Insured. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). 

    • Attachments: Click the Attach File(s) link or use the Drag-and-Drop File(s) area to add the relevant insurance policy, certificates, and any affidavits here. 

  7. [追加する] をクリックします。

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