A field on Vendor Maintenance where you can enter the start and end date of a COI (Certificate of Insurance). This will help track if we have a current COI on file for Workers Compensation audits and let us know who/when we need to contact to keep records current.
by: Janet R. | 2 months ago | General Enhancements
Comments
We've been using the Vendor Memo to note the expiration date & then set a reminder date for when the COI expires. Once you hit the reminder start date, the memo pops up each time you open that vendor.