Manage asset insurances

Managing insurance for an asset involves consulting, providing, updating, and deleting the insurance contract for an asset.

User access: All roles

How to consult the insurance contract for an asset:

Access the Asset View
Access the view, click on the "Insurance" dropdown to display the asset's insurance.

How to add the insurance contract for an asset:

Access the Asset View
Access the view, click on the "Insurance" dropdown to display the asset's insurance.

Add an Insurance Contract
Once in the asset view, click the button to show actions related to the asset and select the "Add Insurance Contract" button. Provide the information and click "Add."

How to modify the insurance for an asset:

Access the Asset View
Access the view, click on the "Insurance" dropdown to display the asset's insurance.

Edit an Insurance Contract
Click on the pencil icon to edit the insurance contract. Make the necessary modifications and click "Save."

How to Delete the Insurance Contract for an Asset:

Access the Asset View
Access the view, click on the "Insurance" dropdown to display the asset's insurance.

Delete an Insurance Contract
Click on the trash can icon to delete the insurance contract. Confirm the deletion.

Updated on: 12/02/2024