Once a Contract has reached a status of Signed, then all changes to the Contract are tracked in the Contract - Versions tab. Where the change is to a Contractual condition, such as Rules or Section Details, then it is recorded as a change in the Versions tab as a Change Type of Contract.
If the change is not contractual, then it is recorded as a Change Type of Settings.
When you edit an area of the Contract which is of the Change Type Settings, then you will be presented with the below Contract Settings Update screen. This allows you to record some notes regarding this change so others can understand why the change was made.
The following areas of the Contract are of the Change Type Settings:
- Reporting Channels (Number Expected)
- Broker Contact
- Coverholder Contact
- Roles
Any area where you are entering Contract details that are only visible by your Company are not recorded as Contract Settings changes. These fields are:
- Company Contract Reference
- Company Section Reference