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You will need to use the copy & paste feature to create additional forms. ... Open For Business is free to all CAL Insurance & Associates customers. ... – PowerPoint PPT presentation

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Title: Brought to you by:


1
FEATURES AND FUNCTIONS
In association with
Brought to you by
2
Did you know...
- More than 25 of small business that are forced
to close by natural disaster never reopen.
- Many business that reopen never regain their
financial strength.
- Large corporations have entire departments
dedicated to disaster preparedness and risk
management.
- Disaster planning tools designed for large
companies cost thousands of dollars.
3
In This Section...
  • We will take you through the process of creating
    an Emergency Continuity Plan, using Open For
    Business, so you will not be caught off guard
    when disaster strikes.
  • Open For Business utilizes the Microsoft Word
    application, which gives you great flexibility in
    creating your Continuity Plan. Most likely, you
    have already used Word. The next section is meant
    to introduce you to some of the features specific
    to Open For Business.

4
The Open For Business tool contains 13 separate
forms, which combine into one preparedness plan.
The top of each form explains the information
that should be placed in that form. The lower
section contains gray fields where the
appropriate information should be typed in.
5
Each file only comes with one form. You will need
to use the copy paste feature to create
additional forms. For example, every employee you
have will need his or her own form. To begin the
process, put the mouse cursor over the fillable
portion of the form and click the sign on the
top-left corner. This will select the portion of
the form that needs to be copied.
6
Once the form is selected, click on Edit, in the
top-hand menu, and select Copy.
7
After copying, click on the bottom of the form.
This is the area you will be pasting a copy of
the form. Once your cursor appears on the bottom,
click on Edit and select Paste. Another copy of
the form should appear below the original one,
allowing you to put in another set of information
8
You should repeat this process as many times as
necessary. For example, if your company has 10
employees, you will need one form for each of
them.
9
Once You Are Done...
  • When you have finished filling out all the
    forms, make sure to keep multiple copies at
    several different locations. You can
  • Email copies of the files to your personal email
    address
  • Print out the files and keep them in your car
  • Forward copies to all employees responsible for
    disaster response.
  • Make sure to schedule regular updates to the
    plan.

10
With so many great features why not give it a
try. Open For Business is free to all CAL
Insurance Associates customers. Simply go to
our website, www.cal-insure.com and click on the
Open For Business logo. For more information on
the Open For Business tool, give us a call at
(415) 661-6500.
In association with
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