Expand Steps

  1. Ensure your approvers are assigned the Claim Approver user permission.

    See Updating a User Profile for Head Contractors for how to make changes to a user profile.

  2. Set up serial approval in your project settings.
    • From the Subcontract section, select the Signature Serial Approval option for the Default Subcontractor Claim Approval Method for New Subcontracts.
    • From the Period section, select the Require serial approval signatures on progress claim option.

    See the Subcontract Settings and Period Settings topics for more information on these and other subcontract and period-related project settings.

  3. Create a document set.

    A document set includes the documents you expect a Subcontractor to sign while submitting their billing documents. These documents, at minimum, include a progress claim and an unconditional statutory declaration, but you can also require conditional statutory declarations and sworn statements. You can assign a unique document set to individual subcontracts.

    In order to use the serial signatory approval method, the documents chosen for your document sets must allow multiple approval signatures.

  4. Assign a document set.

    If a Subcontractor is required to submit documents which differ from the project's default document set, use the Assign Document Sets page to select and assign an available document set to the organisation.

  5. Set up a conditional approval rule.

    Conditional approval rules tell the application how to approach claim approval based on set criteria. A progress claim from a contract assigned to an approval group is routed to the assigned group instead of the default Approvers on the project.

    When the number of signatory approvers required to approve a progress claim for a specific contract is greater than the number of approvers required for default project documents, you will need to create a conditional approval rule to ensure your document and signing order are compatible with one another.

    Note: Only default Approvers are assigned on the Manage Project Users page. Default approval cannot be modified on the Project Approval Rules page. 


Last Published Wednesday, April 3, 2024