Tracking Extras -

If you have selected to add Tracking to the account, there is another folder you will be using the Steele Risk Services Google Drive system.

Subcontractor Folders: 

  • Approved Folder contains: Final COIs (once compliant), Certificate of Enrollment, Enrollment Docs and Signed Contract. 
  • In Progress Folder contains: Submitted certificates of insurance and endorsements that are still in progress are housed here until all items are submitted, when the COI. 
  • Checklist: The checklist contains all items needed for compliancy, items marked with an X indicate an item that is still missing. 
  • Project Enrollment Data Spreadsheet (and Insurance Tracking Notes Sheet)
  • Enrollment Tracking Gdrive Spreadsheet.
  • Insurance Tracking Summary Sheet (this sheet/tab can be found at bottom left of the spreadsheet) and contains summary information on all subcontractors; status notes of missing items, insurance expiration dates, and exception made to insurance requirements.

 

TrackingFolder
 The blue box is a navigation pathway.

The blue box is a navigation pathway.