Field Definitions: JC Insurance Template Form

The following is a list of field descriptions for the JC Insurance Template form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Insurance Template

Enter a number (1-9999) to identify this insurance template.

 

 

JC Insurance Template

Description

Enter a description for this insurance template, up to 30 characters.

 

 

JC Insurance Template

Phase

Enter the phase code for which to designate an insurance code. Timecards posted to this phase on a job using this template will automatically default the insurance code specified (to the right) for this phase. Timecards posted to phases not defined in the template will use the employee’s standard insurance code.

 

 

JC Insurance Template

Insurance Code

Specify the insurance code (from HQ Insurance Codes) that applies to this phase.

 

 

JC Insurance Template

Notes

Use this tab to enter any miscellaneous information about this item.

The space allowance is virtually unlimited.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.