View and Edit Policy Details

You can view and edit policy details in SLIP using the Policy Search screen.

To view policy details:

1. Search for a policy.
2. In the Policy Search Results grid, select a policy by clicking the Policy Number hyperlink.

To edit policy details:

1. Search for a policy.
2. In the Policy Search Results grid, select a policy by clicking the Policy Number hyperlink.
3. Click Edit.
4. Edit the available fields, as needed.
5. Click Save to retain the changes or Cancel to discard any changes.

Hints:

The Edit button is enabled when the transactions within the policy do not contain unresolved tags.

Changing the Policy Type from “Standard” to “Master” displays the Certificates tab in the Transaction Details panel.

Changing the Policy Type from “Master” to “Standard” hides the Certificates tab in the Transaction Details panel.

Submitted transactions can be edited or deleted if they do not have a status of “Under Review.”