🛡️ Edit Insurance Types

📌 Introduction

When adding a new Contractor Company to Ideagen Workforce Safety, it’s important to record:

• Whether the company has completed your organisation’s induction program.

• The details of any insurance policies the company holds.

Because organisations may use different terminology for these policies, Ideagen Workforce Safety allows you to customise and edit the insurance fields in Settings.

👉 This ensures that the system reflects the naming conventions your organisation uses internally.

⚙️ Accessing Settings

Access to Settings is available under the Profile icon at the top of the screen.

👥 Accessing Contractor Company Insurance

1. Click to expand the People section.

2. Select Contractor Company Insurance.
   
   
   
   

📋 Insurance Policy Types

The Register displays the labels for fields that appear when adding a new Contractor Company.

• The first entry in the register is labelled Company / OHS Induction, which corresponds to the checkbox used to confirm that the company has completed your organisation’s induction program.

• The next three entries represent the fields found in the Company Insurance section of the form (e.g., Public Liability, Workers’ Compensation, Professional Indemnity).
  
  
  
  
  
  
  
  

✏️ Edit Field Names

To rename any of the insurance fields:

1. Click Edit next to the field name.

2. Type the new name.

3. Click Save.
   
   

✅ The updated field names will now appear on the Add Contractor Company form.

⚠️ Changes apply to both existing and new Contractor Companies in Ideagen Workforce Safety.

💡 Tips

• Use names for insurance types that are familiar to your industry or compliance team.

• Keep labels consistent across your organisation to avoid confusion when auditing records.