Your subcontractors work on many projects in the same region and you are accepting blanket policies. This article will explain how you can accept blankets and apply them to the chosen projects in Constrafor.
In order to keep track of Blanket policies in Constrafor, you will have to create blanket project(s) to hold the blanket policies of various subcontractors.
You will then be able to apply the approved blanket on new COI request under other projects.
Here is how you can proceed:
1. Create a project(s) to hold blanket policies.
First, head over to the “COI” tab, and the “My Projects” sub-tab.
Click on “New Project” in the top right corner. This pop-up window will appear.
Here, you will create a project to hold all the blankets that apply in a particular region. For example, if you track blankets per state, you could name your project:
- TX Blankets
- OR Blankets
Under “Insurance Program”, make sure to identify the project as Blanket.
2. Create a COI request under the blanket project
Now that you have a project to hold the blankets, you need to create COI requests for specific subcontractors under the Blanket project. You will be able to upload and approve their Blanket coverage under these COI requests. Head over to the COI tab and Certificates sub tab. Click on Request COIs.
In the Request COIs pop up, make sure to select your Blanket project.
Choose your subcontractor and the applicable policies as you usually do. Then, click on Request. 
The COI request will appear in Requested status in your certificates tab.
3. Approve blanket policies under the blanket project
After your subcontractor submits their blanket COIs on the request (or you upload the documents on their behalf), the COI request status will change to Pending approval.
Open the specific COI request to review and approve the uploaded documents.
If you wish to approve the document, make sure to check the checkbox for “Blanket COI”. This will automatically check the Approve box. Click save when you are done.
The approved blanket request is now showing in Active status.
4. Apply the blanket under other projects for your subcontractor
Your subcontractor now has an approved blanket that you’d like to apply under another project.
In the certificates tab, click on Request COIs, select your project and subcontractor.
You will see an information icon next to every policy for which the subcontractor holds an approved blanket. 
To directly apply the approved blanket to this project, make sure to toggle on “Blanket COI Confirmed”. 
Click Request.
The new COI request will directly be created as Active as its status will match that of the blanket.
Under the Blanket COI column, you will see YES next to all policies covered by the blanket.
5. Done!