Tracking Status of Required Compliance Documents

  1. Navigate to the Setup Document Requirements Page
  2. Use the Standard tab to review requirements for documents that Subcontractors must submit once for a project. This tab is also used to track documents that expire.

    For example: A project may require signed Subcontracts or Public Liability Insurance.

  3. Use the Recurring tab to review requirements for documents a Subcontractor must submit periodically. These must be submitted daily, weekly, monthly, or on a per period basis.

Tip:

Prime Subcontractors can use the Add Requirement button to add document compliance requirements for Sub-Tier Subcontractors. Contact Oracle Support for help adding document requirements.