How to Bulk Request Changes to Insurance Documents

Step 1: Accessing the Insurances Page

1.1. Log in to your BuildPass account.

1.2. Once logged in, navigate to the main navigation menu.

1.3. Under the safety drop-down menu, select the "Insurances" option.

Step 2: Filtering Expired Insurances

2.1. On the Insurances page, you will see a list of all the insurances you have received.

2.2. If necessary, reset any existing filters to view the complete list.

2.3. To focus specifically on expired insurances, apply the filter to show only expired insurances.

2.4. The filter will display all the subcontractor insurances that have reached their expiration date.

Step 3: Selecting Insurances for Bulk Request

3.1. Review the list of expired insurances displayed.

3.2. Take note that the list includes insurances from all projects you have in BuildPass.

3.3. If you prefer to narrow down the requests to a specific project, select the project before proceeding.

Step 4: Initiating Bulk Request

4.1. If the number of insurances to be requested is manageable, you can select all by clicking the "Select All" option.

4.2. When selecting insurances within a project, it will only choose the ones related to that project.

4.3. From the "Bulk Actions" menu, choose the "Bulk Request Changes" option.

Step 5: Adding a Request Message

5.1. A message box will appear where you can enter a request message to be sent to the subcontractors.

5.2. Craft a clear and concise message such as, "If you are still working with us, please update your insurances."

5.3. Ensure the message conveys the necessary information and prompts the subcontractors to update their insurance documents.

Step 6: Sending the Request

6.1. After entering the request message, click the "Send" button.

6.2. BuildPass will trigger the sending of individual emails to the subcontractors who need to update their insurances.

6.3. The emails will contain the request message along with any additional instructions you provided.

Conclusion:

By following these step-by-step instructions, you can easily request changes to insurance documents in bulk using BuildPass. This feature allows you to streamline the process, saving time and ensuring compliance with insurance requirements. If you encounter any difficulties or have further questions, don't hesitate to reach out to BuildPass support.