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Certificate of Insurance Tracking
and Document/Contract Software
Certificates - Excel Import Format
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Field Name | Format | Length | Description |
|---|---|---|---|
active | no = inactive, all others = active | 1 | Certificate Status (Active or Inactive) |
* limit_cat | String | 15 | Insurance Requirement Category (should be created in iFastrack before importing) |
coi_dte | mm/dd/yyyy | 10 | COI Date |
xref | String | 50 | Cross Reference Data (optional) |
* cert_name | String | 25 | Certificate Name (default = Certificate 1) - (see Note 1 below) |
co_notes | String | 256 | Certificate Notes (optional) |
attach_desc | String | 50 | Description of Attachment |
attach_file | String | 150 | Location and file name of attachment |
vcode | String | 10 | External Vendor ID (optional) |
uselocadd | String | 3 | Values are "YES" or "NO" - Used to enable using location address on certificate for mailing non-compliance letters |
location | String | 100 | Location description - must already exist in locations/properties table |
* - Required Fields
Note 1 - When a duplicate Cert Name is found, a hyphen + an incremented number will be added to the name to prevent duplicate entries error.
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