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.
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.
Repeats 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
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 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.
Last Published Wednesday, July 10, 2024