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How do I Scope Complete policies in bulk?

  • Click the checkboxes on the left next to any/all requests you'd like to Scope Complete.

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  • Click the Action button at the top and click Scope Complete. The platform will confirm you are scope completing the requests. Click Scope Completed again to finish.

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  • Now, when you filter all requests by Scope Completed, you'll see the most recently scope completed requests at the top of the list.

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Important Note on Scope Completing Blankets:

  • You cannot Scope Complete a request if the project’s insurance program is set to "Blanket."
  • You can Scope Complete project-specific requests that have a blanket applied. Doing this will automatically unapply the blanket.