Alert to monitor when a customer's certificate of insurance for a specific contract is expiring.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed for clients who monitor their customers' Certificate of Insurance (COI) expiration dates to ensure they remain current with the leasing company. The expiration date is stored in a custom property on each contract, wth the property's name defined in Variable W.
The alert checks all active contracts of the type specified in Variable Y. It identifies contracts where the COI expiration date is within Variable X days from the current date and generates a report listing those contracts.
Run Schedule: Monthly on the 15th
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property - Contract - The name of the custom property on the contract that will hold the Certificate of Insurance's expiration date.
Variable X: # Days Prior - The number of days before the expiration date for the alert to trigger on the contract.
Variable Y: Contract Type(s) - The contract types that the alert should trigger on. Separate multiple codes with commas.
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Alert Functionality
Alert Functionality
1. The alert triggers for active contracts that have a contract type set in Variable Y.
Contract types are found in e-automate in Tools - Lists and Codes - Contract Type:
2. Once the alert has identified the contracts to check, it looks to the date in the custom property and alerts for the contracts where the date the alert is triggered is Variable X days before the date set in the custom property.
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Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
Custom Property Set Up
The custom property will be created by CEO Juice when this alert is installed.
Attribute name = InsuranceCertificateExp
Description = Expiration Date of Certificate of Insurance on Record
Data type = Date
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Related Alerts
Related Alerts
None at this time.
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