Use the Agreements tab to view and maintain policies and legal documents associated with the object. For example, insurance policies or terms of use agreements. See Maintaining object agreements (on page ).
To open the Agreements tab:
- Select Module > Objects > Object Maintenance from the main menu.
The General tab of the Object Maintenance window is displayed.
Tip: You can also access object maintenance functions by clicking.
- Navigate to the object in the left-hand tree list. See Object Maintenance window (on page ).
- Click the Agreements tab.
- The Agreements tab of the Object Maintenance window is displayed.
Object Maintenance - Agreements tab key fields and buttons
Grid area fields
Field | Description |
|---|---|
Type | Type of object agreement. For example:
|
Description | Description of the agreement. |
Agreed Value | Value the agreement is for, if applicable. For example, the agreed insurance value. |
Reference | Reference number for the agreement. For example, the insurance policy number. |
Agreement Date | Date the agreement was issued. |
Expiry Date | Date the agreement expires. |
Renewed Date | Date the agreement was last renewed. |
Buttons
Button | Description |
|---|---|
Launch Object Agreement Maintenance for the selected agreement. | |
| Launch the Add Object Agreement window to create a new object agreement. |
| Launch the Modify Object Agreement Details window to modify the selected object agreement. |
| Delete the selected object agreement. |
