Compliance Menu Overview for General Contractors
Use the Compliance Menu to manage document compliance, lien waivers, and Manual or Lien Waiver Only Sub-Tier Subcontractors.
- View Document Status: See document compliance for the project.
- Edit Document Status: Track and update legal document status.
- Set Up Document Requirements: Set up document compliance tracking.
- Supplier Tracking: Access a dashboard of all Subcontractors and Sub-Tier Subcontractors working on the project and their Diversity, Equity, and Inclusion (DEI). View classification documents, approve or override Subcontractor DEI values, and create supplier tracking programs.
- View Lien Waiver Status: See lien waiver status for project participants.
- Manage Lien Waivers: Review and update Subcontractor and Sub-Tier lien waiver status.
- Manage Lien Waivers by Draw: Review and update Subcontractor and Sub-Tier lien waiver status by draw number. This link is displayed only if there are draws for a subcontract.
- Edit Sub-Tier: Change details for a Sub-Tier Subcontractor or Manual Contractor.
- Track Offline Notary: Only available when you allow the bypass electronic notary workflow on a project. Use the Track Offline Notary page to view and approve the notarized documents submitted by your Subcontractors.
Last Published Wednesday, July 10, 2024