You can view, edit, renew, audit, archive, and restore supplier insurance policies directly in Re-Leased. Staying on top of supplier insurance ensures contractors are adequately covered when working on your properties.
Accessing Supplier Insurance Records
Open the contact record associated with the supplier.
Select the Insurance tab on the left-hand side to see the full insurance policy list.
Each policy displays a colour-coded expiry status: red (expired), orange (expiring within 30 days), and green (active). These status indicators also appear in the Contractors selection area during Maintenance and Work Orders.
Click on a policy number to view the full policy details.
How to Edit or Renew a Policy
Navigate to the policy and click the Contextual Menu [...], then click Edit.
Update the policy's expiry date and any other relevant details.
Click Save.
Note: The policy number is a unique identifier. Only change it if there is an error in the original entry.
How to Download an Audit Trail
Navigate to the supplier contact and select the Insurance tab.
Click the Contextual Menu [...] next to the relevant policy and select Download audit trail.
The audit trail will be saved to your computer as a PDF.
How to Archive and Restore a Policy
Click the Contextual Menu [...] next to the policy and select Archive.
The policy moves to the Archived Insurance section of the Insurance list.
To restore, click the Contextual Menu [...] on the archived policy and select Restore.
