Creating Recurring Compliance Requirements

To create a recurring document requirement:

  1. Navigate to the Setup Document Requirements Page.
  2. From the Set Up Document Requirements page, select the Recurring tab.
  3. Select Add Recurring Requirement.
  4. Fill out the required fields on the new line.
  5. Select Save Settings.

    A Status page confirms requirements have been saved. An email notifies all Subcontractors about the new requirements. The email reminds Subcontractors to update the requirements when they next log in.