Assigning Requirement Templates

Requirement templates define the insurance standards that vendors on a project must meet. Assigning a template to a project automatically applies those coverage requirements to every vendor record.

How Templates Work

A requirement template specifies:

• Coverage types — Which lines of insurance are required (e.g., General Liability, Workers Comp).
• Minimum limits — The dollar thresholds for each coverage line.
• Provisions — Special endorsements like Additional Insured, Waiver of Subrogation, or Primary & Non-Contributory.

When a certificate is uploaded and analyzed, Inori compares the extracted data against the template assigned to that project.

Assign a Template

1. Open the project from the Projects list.
2. Click the Settings tab.
3. Under Requirement Template, click the dropdown and select a template.
4. Click Save Changes.

All existing vendor records in the project will be re-evaluated against the new template. Updated compliance statuses appear within a few seconds.

Changing Templates

You can switch a project's template at any time. When you do, Inori automatically re-verifies all active certificates against the updated requirements and recalculates compliance statuses.