System Parameters - Creating Insurance Peril Types

This article is part of the System Parameters section.

Find all related articles here:

System Parameters

Insurance Peril Types are used in the Insurance Claims process. See: Insurance - The Claims Process. It refers to the specific cause of loss or damage that is covered or excluded by an insurance policy.

To access the Insurance Peril Types settings:

1. Select System from the toolbar.
   
   
2. From the dropdown, select System Parameter.
   
   
3. Finally, select Insurance Peril Types.
   

This will open the Peril Types window, where you can add new types, amend existing types or delete types, as required.

To add a new type:

1. Click Add New.
   
   
   
   
2. This will add a new line to the grid.
   
   
   
   
3. To edit the name, double click into the Description field and enter an appropriate name.
   
   
4. Click Save.
   

If you no longer require a type, highlight it in the grid and click Delete.

You can't delete a Peril Type that is in use by an insurance claim.

• Related Articles

• Insurance - The Claims Process

  This article is part of the Insurance section. Find all related articles here: Insurance In order to process an Insurance claim through the system, you need to have already added your policy to the Insurance module. See: Insurance - Setting Up a ...

• System Parameters - Creating Fixed Insurance Types

  This article is part of the System Parameters section. Find all related articles here: System Parameters Fixed Insurance Types are used when adding rates to a new fixed insurance policy. See: Insurance - Setting Up a Policy To access the Fixed ...

• System Parameters - Creating Memo Types

  This article is part of the System Parameters section. Find all related articles here: System Parameters Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are ...

• System Parameters - Creating Contact Types

  This article is part of the System Parameters section. Find all related articles here: System Parameters Contact Types are used on the Contacts tab in a Development. This is where contact information is stored for individuals or companies that you ...

• System Parameters - Creating Meeting Types

  This article is part of the System Parameters section. Find all related articles here: System Parameters Meeting Types are used in the Meetings tab on a Development to record details of any meetings held. You can set your own types to meet the needs ...