ID Card Settings

The ID Card Settings are used to create ID cards based on four available reports: Default ID Card, California ID Card, New York ID Card, and Pennsylvania ID Card. The fields filled out in this section will change based on the type of report selected.  

A default report can be used for creating general ID cards or cards for specific states.

Access ID Card Settings

Create ID Card Setting

Edit ID Card Setting

Remove ID Card Setting

Customize ID Card

Access ID Card Settings

1. From Quadra, access Administration.
2. On the left hand menu, go to Vehicles and click ID Card Settings. 
   
   

Create ID Card Setting

1. Open ID Card Settings from Administration.
2. On the main ID Card Settings page, click Add ID Card Setting.
   
   
3. Fill in each of the sections. 
   • Select an ID Card Report.  Four reports are available in Quadra: Default, California, New York, and Pennsylvania.  The CA, NY, and PA reports follow formats required by those particular states. The default report can be used for creating general ID cards or cards for specific states.
   • Select a Master Policy.  This field is optional. It is used to align a master policy to a specific card format as needed. If you leave it blank, the master policy with effective dates that match the ID card's creation date will be used. Additional filtering may be applied based on the policy's active status or specific account selections.
   • Select a State. If you select a state, the setting will only apply to vehicles garaged in a state that matches the state selected here (See note below). This field is optional. It is used to align a state to a specific card format as needed.  
   • Fill in additional fields. Note that the fields can change depending on the specific ID Card Report selected.
   • Under the Address fields, add information only if you need to override the insured address.
4. Click Add ID Card Setting.
   
   

Edit ID Card Setting

1. Open ID Card Settings from Administration.
2. Find the card setting in the grid and click Edit under the action menu. 
   
3. Edit the fields as needed.
4. Click Save ID Card Setting.

Remove ID Card Setting

1. Open ID Card Settings from Administration.
2. Find the card setting in the grid and click Remove under the action menu. 
   
3. On the confirmation window asking if you are sure you want to delete this ID card setting, click OK.

Customize ID Card

If you need to change information that appears on the back of the ID card, use Report Builder in Administration.  You will first need to copy an existing ID Card report and then edit the information as needed.