Stop monitoring a policy or handle an exception
By selecting the “more
options” icon at the end of the policy, you will be given the option
to "Cancel Tracking" or go to "Exception Handling" for the specific policy.
Cancel Tracking – removes
the policy from the dashboard and disables tracking.
Exception Handling – opens
a dialogue box enabling the user to provide exceptions for policies that are
not currently in compliance.
Related Articles
Canceling a client policy
If a client has canceled a policy, you can delete the policy from the Certificial system. At your "Clients" page select the "More Options" icon (three vertical dots next to the policy status), in the dropdown box that appears you will be given the ...
Rejecting a policy
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View your complete policy history
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The color-coded Policy Status Indicators
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Limit Deficiency (Missing Umbrella / Excess Policy)
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