Workflow for Serial Approval on Payment Applications Bypassing Electronic Witnessing

The workflow for approving payment applications which bypassed electronic witnessing is similar to that of approving a payment application witnessed on TPM. These payment applications still require multiple payment application approvers to approve it in a specified order. Since Australasian projects to not allow electronic witnessing, these are the steps you will take when approving a document which needs witnessing.

  1. The Subcontractor signs and submits a progress claim, statutory declaration, and any other required document, choosing to bypass electronic witnessing.

    Note: Subcontractors can only bypass electronic witnessing on subcontracts which use the Subcontractor may bypass Electronic Witnessing setting.

  2. TPM will prompt the first signatory approver signer to approve the progress claim packet. After the first Approver signs and approves the progress claim, the second Payment Application Approver will see a task to approve the progress claim packet.
  3. The Subcontractor prints their progress claim and signs and has their document physically witnessed.
  4. Once the Subcontractor has the document witnessed, the user will scan and upload the progress claim back into TPM.
  5. You approve the uploaded PDF.
    • This is a single approval to verify the Subcontractor uploaded the correct document.
    • The status of the document changes from Pending Approval to Approved on the Track Offline Witness page.
    • TPM combines the original document with your signatory serial approval signatures and the uploaded PDF into one file. This way, you have everything in one place.
    • This approved, combined document will be included in your documents on the Print Period Documents page.