43 Create a Model Log

This chapter contains these tasks:

A model log is a set of standard submittal and transmittal information that you can copy into a contract. A submittal is information that you need to receive from a subcontractor, such as proof of insurance, and so on. A transmittal is information that you need to send to a subcontractor, such as permission to proceed, and so on. You create a model log if you have many contracts that use the same standard log information.

You must create a model contract for each contract type for which you want to enter model log information. After you create your model contracts, you can enter the submittal and transmittal information for your model logs.

43.1 Creating a Model Contract

Navigation

From Subcontract Management (G44), choose Daily Operations

From Subcontract Management Daily Operations (G4411), choose Subcontract Entry

You must create a model contract for each contract type for which you want to enter model log information.

To create a model contract

  1. On Subcontract Entry, complete the following field with 00000000:

    • Contract Number

    Figure 43-1 Subcontract Entry screen

    Description of Figure 43-1 follows
    Description of "Figure 43-1 Subcontract Entry screen"

  2. Complete the following fields:

    • Contract Type

    • Contract Company

  3. Complete the following field with any subcontractor:

    • Supplier

43.2 Entering Log Information

Navigation

From Subcontract Management (G44), choose Daily Operations

From Subcontract Management Daily Operations (G4411), choose Subcontract Log Revisions

After you create your model contracts, you can enter your model log information.

Complete the following tasks:

  • To enter general information

  • To enter descriptive text

To enter general information

  1. On Subcontract Log Revisions, to locate the contract, complete the following field:

    • Contract Number

    Figure 43-2 Subcontract Log Revisions screen

    Description of Figure 43-2 follows
    Description of "Figure 43-2 Subcontract Log Revisions screen"

  2. Complete the following fields:

    • Log Type

    • Status

    • Required Date

    • Pay Effect

To enter descriptive text

After you enter general information, you can enter descriptive text.

  1. On Subcontract Log Revisions, to locate the contract, complete the following field:

    • Contract Number

  2. Enter 1 in the Option field next to a line item.

    Figure 43-3 Subcontract Log Details screen

    Description of Figure 43-3 follows
    Description of "Figure 43-3 Subcontract Log Details screen"

  3. On Subcontract Log Details, enter the descriptive text for the line item.