Policyholder: Find, filter, and edit personal property items

Updated by Jennifer B.

Find, filter, and edit personal property items

You are notified when changes are made to your personal property inventory.
Find items in your personal property inventory
  1. Select Personal Property from your My Tasks menu.
  2. Select the search magnifying glass icon under your name. This opens the Search and filter drawer.
  3. Enter the description of the item, or the room in which it was located, in the Search inventory field.
  4. Select Apply. The search results include the items matching the entered terms.
You can sort the search results by hovering over the Description, Quantity, Room, or Last modified column heading and selecting the up-pointing arrow.
Filter items in your personal property inventory
  1. Select Personal Property from your My Tasks menu.
  2. Select the search magnifying glass icon under your name. This opens the Search and filter drawer.
  3. Enter the description of the item, or the room in which it was located, in the Search inventory field.
  4. Select the filter condition. The filter condition lets you specify whether you want the results to contain the search terms and whether the results should contain any or all search terms.
    The filter condition is not the physical condition of the item you are trying to find.
    You can further narrow down the filter results by selecting one of the options under the Item criteria to filter my list.
  5. Select Apply.
You can sort the search results by hovering over the Description, Quantity, Room, or Last modified column heading and selecting the up-pointing arrow.
View personal property item details

Option 1

  1. Select Personal Property from your My Tasks menu.
  2. Select the inventory item you want to view. This opens the View item drawer.
  3. Click outside the View item drawer to close it.

Option 2

  1. Select Personal Property from your My Tasks menu.
  2. Select view item icon for the item you want to view. This opens the View item drawer.
  3. Click outside the View item drawer to close it.
Reset filter settings

Option 1

  1. Select Personal Property from your My Tasks menu.
  2. Select Reset next to the search and filter applied magnifying glass icon .

Option 2

  1. Select Personal Property from your My Tasks menu.
  2. Select the search and filter applied magnifying glass icon under your name. This opens the Search and filter drawer.
  3. Select Reset at the bottom of the Search and filter drawer.
Edit inventory item details
Items listed in the Submitted inventory card cannot be edited.

Option 1

  1. Select Personal Property in your My Tasks menu.
  2. Click the edit item pencil icon for the item with details you want to edit. This opens the Edit item drawer.
  3. Edit the item’s details.
  4. Click Save.

Option 2

  1. Select Personal Property from your My Tasks menu.
  2. Select the view item icon for the item with details you want to edit. This opens the Edit item drawer.
  3. Select the edit item pencil icon at the bottom of the View item drawer.
  4. Update the information as needed.
  5. Select Save.

Option 3

  1. Select Personal Property from your My Tasks menu.
  2. Select the inventory item you want to view. This opens the View item drawer.
  3. Select the edit item pencil icon at the bottom of the View item drawer.
  4. Update the information as needed.
  5. Select Save.

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