TaskRox Help & User Manual
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Topic: Contractor Insurance
General
Modules
Contractor Insurance
Track contractor and supplier insurance compliance across your projects — register company policies, set per-project requirements, and monitor compliance, expiries, and exceptions on a single matrix.
On this page
What it tracks
Insurance belongs to the company (Business Register), because one certificate can support many projects. A project then defines requirements (which insurance types are mandatory, the minimum cover, and the expiry-warning window), and the compliance matrix evaluates every engaged company × required type into a single status:
- Compliant — accepted, in-date, meets the minimum limit.
- Expiring soon — accepted but within the project warning window.
- Expired — accepted but past expiry.
- Below minimum — accepted and current, but the limit is under the requirement.
- Missing — required, but no evaluable policy.
- Pending review — evidence uploaded, not yet accepted.
- Rejected — latest evidence rejected.
- Exception approved — a time-limited waiver covers the gap.
- Not required — the requirement does not apply to that company type.
A company's headline status is its worst cell. v1 is warning/readiness only — gaps are surfaced but do not block.
Managing company policies (Business → Insurance)
Open a company in the Business Register and use the Insurance tab to register policies by type. For each policy capture the insurer, policy number, cover limit, expiry, and optionally upload the certificate of currency. A policy starts as Draft; Submit moves it to pending review; an admin/coordinator can Accept, Reject, or Approve exception (a dated waiver with a reason). Renew supersedes the old policy and opens a fresh draft. The review-history strip shows every action.
Project compliance matrix
Open a project's Contractor Insurance page for the compliance matrix (companies × required types), a KPI strip, status filters, dashboard widgets (vendors requiring action, compliance by type, expiry outlook), and CSV export. Click any cell to drill into that company's policies. Admins configure the project's requirements (type, minimum limit, warning days, and the company types each requirement applies to) and the engaged companies from the same page.
Where compliance surfaces elsewhere
Commitments show an insurance-readiness panel (the company's headline status + open-gap count) with links to the company profile and project matrix. Reports can include a *Contractor Insurance Compliance* summary section and an *Insurance Expiry Outlook* table. Permission key: contractor_insurance (none/view/edit/admin); certificate evidence is gated by the same permission.