addunit.png

 

docs_16.gifCBA Concepts: Insured Property

 

flag.gif Before adding a Unit, please use Search to verify that it does not already exist.

 

 

1. Navigate to the Contractor to which you would like to add the Unit.

 

a.png

Locate the Contractor by navigating to the Motor Carrier the Contractor is associated with, or use Search.

 

info.pngIf you cannot locate the Contractor, you can add it or contact an administrator.

 

docs_16.gifAdd a New Contractor

 

 

 

 

 

 

 

 

 

 

 

2. Click Add Unit.

 

b.png

 

 

3. Enter new Unit information.

 

c.png

 

Enter the Unit information and click Continue >>.

 

info.png If you do not see the Make of the unit on the dropdown, you can add it using the addfield.png button.

 

 

 

 

 

 

 

 

 

 

 

 

4. Create the new Unit.

 

d.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Review the information you have entered and click Finish >>.  If you need to make corrections, click << previous step.

 

 

5. Review the new Unit information.

 e.png

You will be taken to the new Unit page.  Please verify that the Unit information is correct.

 

info.pngYou can now add Coverage, add Drivers, add Interested parties, and create Certificates.

 

docs_16.gifAdd Coverage

docs_16.gifAdd a Coverage Bundle

 

docs_16.gifAdd a New Driver

 

docs_16.gifAdd an Interested Party

      

docs_16.gifCreate an Individual Certificate

 

 

 

 

 

CBA Concepts: Insured Property