How do I edit insurance information?

Updated on July 21, 2017 02:26AM by Admin

Insurance Tracker App assists you to organize the insurance owned by your company. You can create any number of insurance and also you are allowed to edit it using "Edit" icon.

Steps to Edit Insurance Information

  1. Log in and access Insurance Tracker App from your universal navigation menu bar.
  2. Click on “Show All” from left navigation panel. 
    show all
  3. You can view all insurances in the dashboard.

    Insurance tracker dashboard
  4. Click “More details” icon near insurance to be modified.
  5. You can come through the "Overview" page.
  6. Click on the attribute which you want to modify. The attributes which include,
    • Memo
    • Insurance #
    • Memo
    • Assignee
    • Insurance Type
    • Description
    • Follow ups prior to expiration

  7. After modifications, click on the Save button to complete.
    modify and save
  8. Changes will be updated. 

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