Set Up Document Requirements Table Fields Overview

Standard Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to Sub-Tiers.

Enforcement

Shows the consequence for the Subcontractor if the document is out of compliance:

Withhold Payments: Payments are held until the document is received and acknowledged by the Main Contractor.
Note: If a Prime Subcontractor is placed on hold, Sub-Tiers are also placed on hold.
Advise Only: A notification is sent when the document is out of compliance.

Track Expiration

Shows whether the requirement has an expiration date. The document is considered out of compliance when it expires.

(Optional) Expiration Notices

Indicates when expiration warnings may be sent.

First: Indicates when a Subcontractor is first warned that the document will expire
Second: Indicates when a Subcontractor is last warned that the document will expire

(Optional) Disable Electronic Submission

Shows whether a Subcontractor can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Default Status

Shows the default status of a requirement.

Periodic Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to Sub-Tiers.

Enforcement

Shows the consequence for the Subcontractor if the document is out of compliance:

Withhold Payments: Payments are held until the document is in compliance.
Advise Only: A notification is sent when the document is out of compliance.

First Due Date

Indicates the first date the document must be submitted. The system starts tracking the requirement from this date forward.

Repeats

Shows when the document must be submitted:

Weekly
Monthly
Month End
Per Draw

Repeats Every

Shows how often the document must be submitted. Options in the drop-down are based on the Repeats choice.

End Date

Shows the last date the document must be submitted.

(Optional) Disable Electronic Submission

Indicates whether a Subcontractor can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Default Status

Shows the default status of a requirement.

Conditional Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to Sub-Tiers of your invited Sub-Tiers.

Enforcement

Shows the consequence for the Sub-Tier if the document is out of compliance.

Withhold Payments: Payments are held until the document is in compliance.
Advise Only: A notification is sent when the document is out of compliance.

Condition Type

Shows the condition that will trigger compliance enforcement for the document:

% Complete: Work completed reaches a preset percentage
Contract Retention % Reduction: Retention is reduced at the contract level
Contract Value Change: Contract value is increased
Full and Final: A Full and Final invoice is submitted

Condition Rules

Explains the rule behind the selected condition type.

(Optional) Disable Electronic Submission

Indicates whether a Sub-Tier can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Next: Tracking Required Legal Document Status for Subcontractors