The enhanced Insurance Certificates Grid offers improved navigation and filtering capabilities, allowing you to manage your insurance certificates more efficiently. This update provides clearer column headers, consistent filter names, and additional search options to save you time and effort when handling large numbers of certificates.
Changes to Grids and Filters
- The Certificates grid now has clearer column headers and consistent filter names.
- New filters have been added for Company, Compliance Override, Company Status, and Effective Dates.
- Filters have been reordered for better usability and consistency with other modules.
- The "Coverage Requirements" filter has been removed.
Clearer Column Headers:
- "Status" is now "Certificate Status"
- "Category" is now "Certificate Category"
- "Compliance Override" column now shows "Yes" or "No" instead of "Y" or "N"
Updated Filter Names:
- "Is Expired" is now "Expired"
- Filter dropdown texts have been updated for clarity (e.g., "Choose Certificate Category", "Is Expired?")
New Filters:
- Company
- Compliance Override
- Company Status
- Effective Dates (with date range widget)
Reordered Filters: Filters are now organized in a more logical order, consistent with other modules:
- Property Groups
- Properties
- Company
- Certificate Category
- Certificate Status
- Upcoming Expiration
- Expired
- Effective Dates
- Compliance Override
- Self-Insured
- Approval Status
Troubleshooting and FAQs
- Q: Why can't I edit a certificate?
- A: If you can only view a certificate without Edit/Save/Review options, it likely includes properties you don't have access to. Check for the orange warning message on the properties grid.
- Q: Why do I see a warning about certificate compliance being impacted?
- A: This warning appears when the certificate includes properties you don't have access to, indicating that the overall compliance status may be affected by these inaccessible properties.