If one of your subs has finished their work on a project that is still ongoing, you can close out their COI requests and stop their automated insurance email reminders by using the Scope Completed function.
- Head to your sub's COI request from the COI module and click on it to open.
- Scroll down to the bottom of the page and click the three dots all the way on the right. Then click Scope Completed. Click Save at the bottom when finished.
- Once you complete this for each individual policy, the status button should now read as Scope Completed.
This indicates that the scope of work from this sub has been completed even if the project is still ongoing with other subs. No further automated email reminders about expiring policies will be sent to this sub.