Periodic 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.

Recurrence

First Due Date

The first date the document must be submitted. The application will start tracking the requirement from this date forward.

Repeats

The time when the document must be submitted. Select from the following options:

Weekly: Documents are due once per week, based on the date selected as the first due date
Monthly: Documents are due once per month, based on the date selected as the first due date
Month-End: Documents are due once per month at the end of the month following the first due date
Per Draw: Documents are due once per draw period, based on the date selected as the first due date
Per Draw - Material Billing: Documents are due each draw a Subcontractor includes billing for materials in their submitted invoice. In draw periods without material billing, the application will not track or require this document.

Repeat Every

The frequency in which the document must be submitted. Options in the drop-down are based on the Repeats choice.

End date

The last date the document is required. This is often the project end date.

Disable Electronic Submission check box

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

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 Applicable on the Edit Document Status page to trigger compliance enforcement for Subcontractors.

Not Applicable: The system automatically tracks compliance based on recurrence options.
Not Tracking: The system does not automatically track compliance; choose this option when most Subcontractors are not required to submit documents.

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.

Next: Conditional Tab Fields Overview