To view a full list of the Policies within in your account, use the Settings cog then select Organisation > Policies/Workplaces. From this page, you can edit the existing policies and add new policies as required.

To add a new policy, along with all associated information, select the Add button on the Policy page.

A new Policy screen will open for you to fill in the Policy information. Policy Types, Policy Name, Policy Holder and Trading Name are mandatory fields, however, adding further information here is recommended as this information will pre-populate across to required forms within the system, which will ultimately save the team time!

The Injury Notification email field (pictured below) is linked to the Initial Notification function for those states that require this step. If you enter in here the email address for notifying the insurer of an injury, then this email address will automatically populate in the To: field e-mailing this form from our Complete page.

The New Claim Email field (pictured below) is linked to the Submit Claim function. If you enter in here the email address where you send new claims (for example qbewcompclaims@qbe.com.au or claimsregistration@cgu.com.au), then this email address will automatically populate in the To: field when you use the Submit Claim function.

Once you have completed entering the new Policy information, click the Save button.

To edit an existing policy, select the Edit icon next to the policy you wish to update.

This will open the details of the Policy so you can make any required changes. When you have finished editing the policy, click the Save button.

If a Policy is no longer active, click to Edit the policy and un-tick the Allow New Injuries field, as pictured below. When this tickbox is not selected, it means that the policy and any associated workplaces will no longer be available from the ‘Policy / Usual Workplace’ drop down list when adding a new injury to the system. You will however still be able to report on any older injuries which are still assigned to that policy.

To view a full list of the Workplaces that fall underneath each Policy within your account, use the Settings cog then select Organisation > Policies/Workplaces. From this page, you can expand an existing policy to view existing workplaces or add new policies as required.

To add a new Workplace, select Edit against the Policy where the new Workplace needs to exist. Scroll down to the Workplace section of the Policy details page, and click on the Add button.

Once you've selected 'Add', you can then add the details of that workplace including Workplace name, number and unique ID if available.

Once you’ve completed the information related to the new Workplace, click Save Workplace.

Top Node: Having this checked means that this new Workplace will appear as a top or parent, workplace (i.e. the top workplace, where you can then add additional workplaces underneath). If you'd like your new workplace to appear under an existing parent workplace, deselect the 'Top Node' checkbox.

Once you’ve completed the information related to the new Workplace, click Save.

Once you've selected Save Workplace, a pop-up will appear allowing you to set user access for that particular workplace. By default, all Client Admin users will be set to have access to this new workplace, but you can adjust that as required to ensure the relevant users have access to the new workplace.

To edit an existing Workplace, click on the Workplace name and the details will appear on the right to be updated.

Once you have finalised updating the information, click Save Workplace. Once you've selected 'Save Workplace' you will have a 'Workplace User Access' pop-up appear allowing you to review which users have access to this workplace. You can adjust this as required, then click Save.

If a Workplace is no longer operating, click on the Workplace name and un-tick the Allow New Injuries field:

When this tickbox is not selected, it means that the workplace will no longer be available from the ‘Policy / Usual Workplace’ drop-down list when adding a new injury to the system. You will however still be able to report on any older injuries which are still assigned to that Workplace.

To delete an existing Workplace, click on the workplace and select Delete.

The Delete option will only be available if there are no injuries or claims assigned to that Workplace. So, if you attempt to Delete a workplace and only see the 'Save' or 'Cancel' options, this means there are existing claims or injuries assigned to that workplace.

These injuries and claims will need to be re-assigned to another workplace before you can Delete this workplace.