Working with the My Document Status Page

My Document Status for Subcontractors

  1. Project: The name of your project. Use the Project drop-down menu to select a different project or contract. It defaults to the selected project if you navigate to the My Document Status screen from the Legal Document Update page.
  2. Due on Site: The date when the documents are due.
  3. Status: The status of a document requirement. Use this column to determine which documents must be submitted or updated. The legend defines each status.
    Look at the Status column to see the status of a document requirement.
    • Green means a requirement is compliant.

      A document is displayed as Received once the Compliance Manager updates the document status.

    • Yellow means:
      • A Standard requirement expires within 60 days.
      • A Periodic requirement has not been received in a period without an approved invoice.
    • Red means:
      • A Standard requirement expired or was not received.
      • A Periodic requirement has not been received in a period with an approved invoice.
      • A Conditional requirement has not been received in a period when a subcontract meets a preset condition.
    • Gray means
      • A Standard requirement is not tracked.
      • A Periodic requirement is not tracked and no more documents are expected.
      • A Periodic requirement is not applicable for the draw or scheduled period.
      • A Conditional requirement is not applicable.
  4. Document Date: The date associated with the compliance document that you submit or that your general contractor (GC) records for the requirement. This date is used to identify and report the document and is separate from the file upload date and the expiration date.
  5. Submit and View: Use the Submit link to submit documents and the View link to view uploaded documents. For more information, see topics Submitting Documents and Viewing Uploaded Documents.
  6. When Expired or Missing: Describes the enforcement and consequences for missing documents.
    • Withhold Payments
      • A notification is sent by the system when the document is out of compliance.
      • Payments are held until the document is in compliance with the requirement.
    • Advise Only: A notification is sent by the system when the document is out of compliance.
  7. Subcontractor Instructions: Shows specific directions added by the General Contractor.