Add default insurance to an equipment pool

When a new unit is received, Enrich/AM requests the insurance policy for the unit. This table defines the default policy for units by company and jurisdiction. If an entry is found in this table for the unit's company and province or state, the specified insurance policy is automatically selected.

1. At the Asset Management main menu, select Administration | Tables | Equipment | Equipment Pools. The Display Equipment Pools screen appears.
2. Click Change . The Edit Equipment Pool change screen appears.
3. Right-click on the pool and select Ins Dflt. The Edit Pool Insurance Default change screen appears.
4. Click Add . The Edit Pool Insurance Default add screen appears.
5. Fill in the fields as required.

   Comp Codeis the company that uses the insurance policy. You can right-click in the field and select Prompt to select the company from a list.

   Prov/Stateis the province or state the insurance policy is valid for. You can right-click in the field and select Prompt to select the province or state from a list.

   Insurance Companyis the insurance company the policy is with. You can right-click in the field and select Prompt to select the insurance company from a list.

   Policy Numberis the number of the policy that provides the coverage. You can right-click in the field and select Prompt to select the policy from a list.

6. Click Enter to save the insurance.
7. Click Exit to return to the Edit Equipment Pool change screen.

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