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Insurance Codes
- Hilary Hawkins (Deactivated)
- Kai Andras
This option is used to identify and trace Insurance Claims and in principle works in exactly the same way as Free Fields. Unlimited insurance claim codes can be setup. Once they are setup, you can flag items through any data entry windows.
During data entry, if an Insurance code is entered that has not been created, a warning will be given and will have to be setup.
Buttons
Insert - Add a new insurance
Change - Change a highlighted insurance
Delete - Delete a highlighted insurance (only if it is not being used)
Reports - Create an insurance report.
Excel - Paste the selected record/s into MS Excel worksheet
Select All - Selects every entries that appear on list
Help - Provide online help on selected topic
Columns
ID - 2-digit alpha numeric code representing the insurance claim.
Claim Description - Description of the insurance claim.
Insurer - Name of the insurer.
To create a new insurance claim code:
1. In the Main Menu Bar select Control Table > Insurance
2. Enter the ID code either alpha or numeric. It is a good idea to use numbers '01' for first claim, '02' for second claim and so on. The ID code for an Insurance Field can only be two characters long.
3. Enter the description of the claim.
4. Enter the insurer name that will be covering the insurance claim.
Tip: Insurance claim field can be used in the exact the same way that Free Field option works. Insurance field can be used when more than one flag is necessary for each data entry.
Scenario: A Production buys a television for the Art Department which cost $500, a Free Field code flag 'A' is used. At the same time a separate flag of 'AA' could be used in the Insurance field for Art Department assets, so that a two-asset register can be prepared for Production and Art Department.