Contractor insurances are listed on the Insurances tab of the contractor's details form.

 

Each time the contractor's current work report is printed or broadcast to the contractors, the report contains alerts for any/all insurances which have expired or are due to expire within 7 days of the print date.

 

To qualify for an expiring insurance, the insurance entry must have a policy number or entry of some kind in the policy field. If an entry exists, then the expiry date is assessed for currency and if expiry is imminent, the work report will contain the details as recorded. The work report contains a note to request the contractor to respond to insurance expiry with updated information.

 

Rail Industry Safety Induction:

Rail Industry Safety Induction certificates can be handled slightly differently to normal insurance policies. RISI can be added to the insurance types in the Administration  Lookup tables which will force the inclusion of this type against all contractors. The certificate number can then be placed against this insurance type.

 

Each time the individual certificates list is edited, the most future expiry date is used to update the overall expiry for RISI.

 

Where contractors are indeed seeking jobs which require current Rail Industry Safety Induction certificates, then an entry in the policy field of this insurance type will force this insurance type expiry onto the contractors work reports for further action. The contractor can also, then, be banned from relevant sites until such time as the certificate is current. The ban can then be lifted.

 

Contractors with expired RISI cannot be allocated to jobs requiring it, unless an explanation for the allocation is supplied by the allocator.

 

Insurance Details:

Workers Compensation and Public Liability insurance details are entered on a separate tab of the contractor details form. These fields are only editable by the DBADMIN role.

The estimated wages should be compared with the calculated wages to evaluate insurance currency status. Use the "Refresh button to recalculate the wages based on the number of employees and the default $40K salary allowance. If the calculated wages exceeds the estimated wages, the field value is shown in red.

 

Insurance Report:

A separate insurance report is provided from the Report Options menu. This report can be run against all contractors or against any subset of contractors. The report lists all insurances which have expired or are due to expire in the 7 days after report date.

 

After all contractors have been updated to contain a policy entry for Rail Industry Safety Induction, this report will assist in placing bans for contractors on the relevant sites/clients for which this certificate is required.

 

Alerts:

When/if insurance or certificates have expired under the conditions described above, the contractor list visible in the job allocation window will be marked with an orange bar. Clicking thru to Contractor Details will reveal which insurance has or will shortly expire.