Setup Questions Vendor Required Documents Tab

Setup Questions - Vendor Required Documents Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

Print this topic—one set of questions for each vendor you want to add. Right-click this topic to display a pop-up menu, and then select Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page.
Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
Use your answers to set up each vendor you want to add.

Questions for Required Documents Tab

For each insurance policy you want to enter, complete a line. The fields in a line are as follows:

Policy 1

Type

What type of insurance do you want to set up for vendors? Options that you can pick from are set up in Required Document Types. Examples of insurance types include Workers Compensation and Liability Insurance.

Enter the insurance type: __________________________

Required

Is this insurance that you are setting up required for this vendor?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Carrier

What is the insurance carrier for the policy?

Enter the insurance carrier: __________________________

Policy/Document #

What is the policy or document number?

Enter a policy or document number: __________________________

Effective Date

What is the effective date of the policy?

Enter a policy effective date: _____________________________

Expiration Date

What is the expiration date of the policy?

Enter a policy expiration date: _____________________________

Policy 2