SOP - Inspections: Ordering & Recommendation Management

1. Create Inspection Task
• Go to the relevant policy file.
• Create a new task labeled "Order Inspection".
• Note: You can also create "Order Inspection" task while you are binding the policy.

2. Click "Order Inspection"
• Within the task or inspections section, click the "Order Inspection" button.

3. Select Locations
• Choose the applicable location(s) for the inspection and click “Add Inspection (top right corner)

4. Select the Inspection Company, Click “Continue”

5. Enter Required Information
• Insured Info: Enter name, contact details if not auto-filled.
• Broker Info: Enter broker name, and contact if not auto-filled.

6. Submit Order
• Click "Order via Web Services" to place the inspection order with the vendor.

7. Confirm Submission
• Ensure confirmation is received or logged in the system