How Can I View the Non-Compliance Notes?

How to View Non-Compliance Notes in myCOI

In the myCOI portal, you can easily track compliance status, including non-compliance notes. This guide will assist you in locating and reviewing these important notes, ensuring you stay informed about your Insured's account status.

Step-by-Step Guide to View Non-Compliance Notes

1. Access the myCOI Portal
   Click on the yellow "Go to Portal" button in the email request you received.

1. Navigate to Open Requests
   Once you are in the portal, head to your Action Needed section to view all assignments that require your attention.

2. Locate Non-Compliance Notices

   • Click on "Non-Compliant Requests" under the Action Needed tab.
   • Select the blue "Details" button on the specific job/location/assignment you wish to review.

3. View Details
   A panel will open on the right side of your screen. Here, you can view: 

   • The current non-compliant items that are missing from the assignment.
   • Any previously uploaded documents related to the assignment.

4. Resolve Non-Compliance Issues
   If necessary, follow the instructions provided in the non-compliance notes to address the issues. This may involve uploading additional documents or taking other corrective actions.

Conclusion

By regularly checking for non-compliance notes in your myCOI portal, you can help ensure that your Insured's account remains compliant. If you have any questions or require further assistance, please don’t hesitate to contact our support team.

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