All Categories > Policyholder > Contents (Personal Property)
24 articles
You are notified when a Personal Property task has been shared with you and that you can begin working on that task.
Updated 7 months ago by Jennifer B.
Click Personal Property in the My Tasks menu on your dashboard. Click the Replace tab. Click on the item that you want to view. Click the Details , Files , or Notes tab. Click Previous and Next to na…
Updated 6 months ago by Jennifer B.
A list of personal property inventory items being cleaned or stored is located the Personal Property module, which can be accessed in your My Tasks menu.
Updated 5 months ago by Jennifer B.
Click Personal Property in your My Tasks menu. Click the item that you want to view in the Items being cleaned or stored card.
Click Contents in your My Tasks menu. Click Replace. Click Add item. Enter the item details. Click Add. After all replacement items have been added, click Submit changes.
Updated 3 weeks ago by Jennifer B.
Click Personal Property in your My Tasks menu. Click Flagged. Click the flagged item.
Although the Submit Changes button is enabled any time a change is made to the inventory, changes should only be submitted at intended intervals and not after every single change.
Users with access to a personal property inventory can attach images to a new or existing personal property item. To add an image, go to How do I attach an image to a personal property item?
If the information is available, personal property media file attachments include the GPS location identifying where the files were captured.
You are notified when a Flagged Item task is assigned to you. Click the link in the notification email. Click Personal Property in your My Tasks. Click Flagged. Click the item you want to want to wor…
You will only see the Flagged tab if items in your personal property inventory have been flagged. You will be notified if flagged items have been assigned to you. Click Personal Property in your My T…
Flagged items are those personal property replacement items that need additional information in order to resolve a claim.
You are notified when a flagged item task is assigned to you.
Click Personal Property in your My Tasks menu. Click Flagged. Click Search and filter items [ ]. Select the type of items displayed. Select the filter condition. Click the item criteria you want to f…
Click Contents in your My Tasks menu. Click Flagged. Click Search and filter items [ ]. Click Reset.
Clean/storage items that have been requested for return are marked with Item requested for return [ ] on the Items being cleaned or stored card and are also displayed in a separate Requested tab.
Only submit changes at intended intervals and not after every single change. Select Contents in your My Tasks menu. Click Submit. Click Submit in the Submit changes confirmation dialog box.
Use Search and filter items [ ] in the Contents module to find items in your contents inventory.
When adding contents items Click Contents in your My Tasks menu. Click Replace. Click Add item. Add item information in the Details sub-tab. Click Files. Attach files using No files chosen [ ]. Click…
Updated 3 months ago by Jennifer B.
You are notified when changes are made to your personal property inventory.
Select Contents in your My Tasks menu. Click Requested. Select the check boxes for the requested items that you don't want returned. Click Cancel item request. Click YES in the Cancel Item Request? v…
Click Personal Property in the My Tasks menu on your dashboard. Click the Replace tab. Click the inventory item with information you want to edit. Click at the bottom of the View Replacement Item dra…
You can only delete files from your Items to replace list. Option 1 Select Contents in your My Tasks menu. Select the check box for the item you want to delete. Click Delete in the inventory card. Cl…
Only items listed in the Items being cleaned or stored card can be requested for return. Items at the customer site cannot be requested for return. Requesting a single item Click Contents in your My…
