Approving Progress Claims

There are a few different scenarios your may encounter when using serial approval. See the Serial Approval Scenarios for Head Contractors topic for the steps you should take when preparing for and using serial approval.

To approve a Subcontractor progress claim:

  1. Navigate to the Manage Claims Page
  2. Select the Approve Payment Schedule link for the progress claim to approve.

    The Sign Document page displays.

  3. From the Sign Document page, review the project summary, especially the Payment Amount, and confirm it is correct.
  4. If the progress claim values need to be modified, select the Modify button.

    See Modifying Subcontractor Progress Claims.

    Note: If a claim is modified part-way through the approval process, it will need to be Returned to 1st Signer to ensure all Approvers sign off on the same numbers.

  5. Enter your e-Sign PIN to sign the Payment Schedule.

    Caution: If you enter the wrong PIN, an Incorrect PIN error message appears.

    If you enter the incorrect PIN a fifth time, you must reset your PIN.

    Select Reset PIN, and the system will send an email with a link to the Reset e-Sign PIN page.

    See the Reset e-Sign PIN for Head Contractors topic.

  6. Select the Approve button.

    A PDF of the payment schedule displays.

  7. In the body of the document, select the Click Here to Sign link in the body of the document.

    Your signature displays on the document, and a Click Here to Continue link displays at the top of the page.

  8. Select the Click Here to Continue link to send the document to the next Approver, or if you are the final Approver, to return it to the Subcontractor.