Expand Steps

Note: Some of the following links will go to a Head Contractor help topic. When you work as a Head Contractor on a project as an Owner organisation, you will follow similar workflows.

  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 Head Contractor 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.


Last Published Wednesday, April 3, 2024