Approving Sub-Tier Progress Claims
To approve a Sub-Tier progress claim:
- Navigate to the Manage Progress Claim Page
Approvers will see the action to Approve/Reject Progress Claims on the Project Home and the Period Home pages.
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.
- Select the Approve Payment Schedule link for the progress claim to approve.
The Sign Document page displays.
- From the Sign Document page, review the project summary, especially the Payment Amount, and confirm it is correct.
- If the progress claim values need to be modified, select the Modify button.
- 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.
- Select the Approve button.
A PDF of the payment schedule displays.
- 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.
- 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 Sub-Tier.
Last Published Wednesday, July 10, 2024