How to Renew Credentials from the Entity in Assurance

This article breaks down the steps for renewing credentials using Public Liability Insurance as an example.

The status will change to Renewal Due Soon (by default this is set to notify you 6 weeks before expiry) for action to request an updated credential.

The action could be, for example, emailing the provider requesting an updated Public Liability Insurance Certificate so that you can continue to engage their services. Once the Provider has returned the updated certificate of currency via email, it can be saved to your computer ready for upload to Assurance.

 

To Replace the Expiring/Expired Credential

1. Select the Resources Tab.

2. Click Providers

3. Select the Provider by clicking on the Key or the Name.

4. Navigate to the Credentials tab.

5. Click on the credential within the Credential Type Column (e.g. Public Liability Insurance).

6. Click the Replace Button.

7. A screen will appear where you can enter the new renewal date and attach the evidence.

8. Click Create and the status will then update to Current.