Creating an Incomplete Shipment

Why would I create an incomplete shipment?

When you are missing some of the required shipment details and need to come back later to complete it or your work is interrupted by an important meeting or phone call and you must finish the booking later.

Before Getting Started

• You belong to a company that has access to at least one policy.
• You are assigned the Create Shipment security right.
• You are logged into the Extranet.
• You search for a policy with a status of Confirmed.
• The selected policy’s Definition is configured with this question checked: 'Are assureds reporting shipment activity?'.
• The policy status is Confirmed.

Steps

1. From any policy screen, in the Policy Transactions widget on the right hand side of the screen, click Create New Shipment. The system opens the Shipment Certificate screen.

   

2. Select a Primary Assured.
3. Optionally, complete any shipment fields you wish to fill in. Fields marked with a red asterisk * are required.
4. Click Save.

Result

The system saves the shipment as Incomplete and you can search for the incomplete shipment to complete the details and generate a certificate for thirty days. Daily, the system automatically deletes incomplete shipments that have not been modified for 30 days.