Managing Certificates of Insurance (COI) in Prism sometimes requires deleting outdated or incorrect entries. This article outlines the step-by-step process for deleting Certificates within a Company's profile in Prism, including how to handle this task for deactivated companies.
There are two ways to delete a Certificate of Insurance (COI) in Prism:
- Prism Insurance Search Grid (New)
- My Companies Profile
1. Prism Insurance Search Grid (New)
With the latest update, users can now delete individual Certificates of Insurance directly from the Certificates grid. This expands the delete functionality beyond the Company details page, providing a more streamlined approach to managing COIs.
- Navigate to the Certificates Grid: Access the Certificates grid from the Insurance module.
- Select the Certificate: Locate the Certificate you wish to delete.
- Delete the Certificate: Use the delete option available in the grid to remove the Certificate.
2. Deleting Certificates from the Company Profile
- Identify the Company: Determine which company the Certificate is for. This will be displayed in the Certificate or in the Insurance grid.
- Navigate to My Companies: Search and click the company the Certificate is for. You will see the list of Certificates for that company under "Certificates."
- Delete the Certificate: Click the three dots at the end of the Certificate to delete.