Standard Tab Fields Overview

Name

The name or description of the required document.

Applies to Sub-Tiers

Requires Subcontractors and Sub-Tiers (all levels) to submit the document.

Enforcement

The consequence for the Subcontractor if the document is out of compliance.

Choose from:

Withhold Payments: Hold payment if the document is not in compliance
Advise Only: No payment hold, but the system sends a notification if a document is not in compliance.

Track Expiration

The way the application tracks the expiration of a document requirement.

Do Not Track Expiration: Choose this option if a document does not expire (or the expiration does not need to be tracked).
Against Period To Date: Choose this option to enforce compliance for draw payments where the Period To Date is after the document expires.
Against Current Date: Choose this option to enforce compliance for all unpaid payments as soon as a document expires.
Don't know which expiration to choose?

If a document expires on September 15, and the Subcontractor has submitted an invoice for a draw that ends August 31. If the Disburser disburses on September 16:
- The system will not hold the payment for a requirement that tracks expiration Against Period To Date.
- The system will hold the payment for a requirement that tracks expiration Against Current Date.

Expiration Notices

Choose when to send additional warnings.

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

Disable Electronic Submission

An option to disable electronic submission of compliance documents when originals are required.

Subcontractor Instructions

User-entered submission instructions for a document. Subcontractors will see the instructions on the Edit Document Status page and system-generated compliance emails.

Default Status

The default status of a requirement. Once you save settings, you cannot change the default setting. Manually change the document status to Not Received on the Edit Document Status page to trigger compliance enforcement for Subcontractors.

Choose either:

Not Received: The application automatically tracks compliance.
Not Tracking: The application does not automatically track compliance. Choose this option when most Subcontractors are not required to submit documents.

Next: Periodic Tab Fields Overview