Vendor Certificate of Insurance for Workers Compensation audit purposes

Anjanette Brown

new to my current organization and FE, used MIP for years, and there was a way to track whether the vendor needed to be reported as part of the Workers Compensation audit, and to attach their Certificate of Insurance and enter expiration dates for the certificate. Is anyone else doing this? Using custom fields? Thanks!

Kevin Brazell

@Anjanette Brown
There is not an official function for this, but You can add an alert and ti will display at the top of the vendor in webview when opening it. Then I'd imagine attaching a copy of the certificate to the attachtments. Here is a screen shot of how the alert works :

Lisa Olscamp

@Anjanette Brown you can use the custom fields, however I do not believe there is a good way to pull reports on these.

Michelle Nielsen

@Kevin Brazell
that is how we do it, i put the vendor on hold until we receive the appropriate insurance.