Changing Insurance Data

Update an Insurance Asset Record

  1. access the Insurance page
  2. select a client from the Members List (BEACON defaults to grantee)
  3. from the Select list, select the insurance record to update
  4. update the fields; for more information on the fields, see Add a New Insurance Record
  5. click save to save the record to the select list
  6. to save the information and go to the next page click Next, or
  7. to exit the page and the workflow click Finish

Delete an Insurance Asset Record

Important: Only records that have not been saved or used in a calculation can be deleted. If the record has been saved or used in a calculation you must end the record (see end a record below)

  1. click the members list and select the appropriate household member
  2. from the select list chose the record to be deleted
  3. click delete
  4. to acknowledge the ”Do you wish the delete this data?” confirmation question, click yes to delete the record; if you decide not to delete the record, click no
  5. click ok
  6. click Next to save your entries or changes and go to the next page of the workflow, or
  7. click Finish to save your entries or changes and to exit the page and the workflow

End a Insurance Asset Record

  1. Select the record to be end dated from the select list
  2. click end; a confirmation box displays; you can set a new end date by clicking the calendar icon and selecting a date or you may accept the default date
  3. verify the date is correct; if not, change the date
  4. click ok to confirm the end date
  5. click save to save the end dated record to BEACON
  6. click Next to save your entries or changes and go to the next page in the workflow, or
  7. click Finish to save your entries or changes and to exit the page and the workflow

Note: If you wish to cancel out the end date procedure, click cancel. To view an end dated record click the History icon.

Last Update: March 15, 2012