Operation Manual

Changing a Person's Insurance Information

Insurance

information under

My Profile

contains information about personal insurance providers and policies.

This information needs to be updated if the person's insurance coverage changes:

Click My Data

on the

Main Menu

window.

❍

If you are the only person for whom data is entered in the

, the

My Data

window

opens with your information displayed.

❍

If more than one person's data is entered in the

, you must select the person you

want from the list in the

Select Person dialog box to open the My Data

window with information

displayed for that person.

Expand the

My Profile

subitems on the left navigation panel, and select

Insurance

Click the insurance information you want to change.

Click Edit

to open the

Edit Insurance Provider dialog box.

Make the appropriate changes to the insurance information.

Click OK

to save the changes.