Conditional 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. Conditional requirements cannot be applied to Manual or Lien Waiver Only (LW Subs) Sub-Tiers.

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.

Condition Type

Select a condition to trigger compliance enforcement.

Choose from:

% Complete: A subcontract meets a percent complete defined in the Condition Rules column
Contract Retention % Reduction: A subcontract's default retention percentage is reduced
Contract Value Change: The subcontract's value increases by a percentage defined in the Condition Rules column
Full and Final: A Full and Final invoice is submitted.

Condition Rules

Define the condition selected in the Condition Type column. The Contract Retention % Reduction and Full and Final rules are not editable.

% Complete: Enter a percentage between 0 and 100.00.
Contract Value Change: Enter a percentage between 0 and 1000.00.

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.

Next: Navigate to the Document Requirements Page