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将保险添加到公司目录中的公司记录

  1. 最后更新
  2. 另存为PDF

目标

将保险信息添加到公司级别目录工具的公司记录中。

背景

保险 经理可以使用以下步骤为在公司级目录工具中拥有公司记录的承包商、分包商或其他供应商添加保险 信息（例如，保险单、保险凭证和其他支持文档）。请参阅为你的 Procore 公司指定一名保险经理。

 提示
如果想在公司目录中将保险提供商添加为供应商/公司，请先添加该提供商。请参阅在公司目录中添加或编辑供应商/公司。

需要考虑的事项

  • 所需用户 权限
  • 变更历史记录标签页中列出了对供应商保险记录的更新。
  • 仅当你想将保险添加到所有项目的公司记录时，才执行以下步骤。如果要将特定于项目的保险添加到供应商记录，请按照将项目保险添加到项目目录中的公司记录的步骤进行操作。
  • 如果你的公司已启用 ERP 集成工具，则以下情况也成立：
    • Sage 300 CRE®中的供应商保险将与 Procore 的保险同步:保险类型（例如，普通保险、汽车保险、雨伞险和工人保险）、生效日期、到期日期、限额、名称和保单编号。

步骤

  1. 导航到公司级别目录工具。
  2. 点击公司标签页。
  3. 点击公司旁边的编辑。
  4. 在供应商的记录中，点击保险标签页。
  5. 点击添加公司保险。
  6. 在将保险添加到[公司名称]保险信息（全局） 页中，完成以下各项：

    • 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. 点击添加。

另请参阅