Require approval for new insurance

Users with the Group Classification Manager user permission can require groups to be re-approved when a new insurance file is uploaded or the expiration date is updated.

To enable the requirement:

1. Select Users > Manage Classifications. The Manage Classifications page appears.

   

2. Next to the classification you want, click .
3. On the General tab,  next to Require Re-Approval of Group on updated Insurance, select Yes.
4. Click Save.

When a group uploads a new insurance policy, its status moves to Pending Insurance. The group must be approved or declined before it can submit requests.