Insurance - Deleting a Policy
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Deleting a policy
If you no longer require a policy, you can delete it from the system.
- To do this, highlight it in the main Insurance tab grid and click the Delete button.
- A pop-up will ask for confirmation to delete the policy. Click Yes to proceed.
Removing a policy from a development
If your policy has been assigned to a development, you will need to remove it before you can delete it otherwise you will see the following warning when you click Delete:
To do this:
- Navigate to the Development tab and open the development the policy is assigned to.
- Open the Insurance tab inside the Development.
- Highlight the policy in the grid, and click Delete.
- You can then go back to the main Insurance tab and delete the policy.
Reinstating a deleted policy
If you delete a policy in error, you can reinstate it.
To do this:
- Navigate to the main Insurance tab.
- Change the Deleted filter to Yes or All and then search for your policy.
- Double-click to open the policy.
- Untick the Delete box.
- A pop-up will ask for confirmation that you want to reinstate the deleted policy. Click Yes to proceed.
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