The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part on the right. Some of these tools (Compliance Types, CSI
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Compliance items are used to track various legal, documentation, and business issues. When other parties fail to comply with their obligations, Compliance Items can be configured to block approval of
During implementation some Compliance requirement types may be configured as requirements for certain Doc Types such as Commitments, Pay Requests, and Vendors. Other Compliance types may be set up as
A Spitfire document can include a Compliance tab as one of its mid-section tabs. Through this tab you can add or edit compliance items specific to the Doc Type. The
The Item Detail view allows you to edit the Required field and displays several new fields. Fields Description A longer description os the compliance item, if any. Carrier The name
To add a Compliance item: Open a document and click the Compliance tab. Any required Compliance items will be listed. From the Type drop-down list select a new Compliance type.
Through customization (Part = Doc Detail-Standard, Item = PayControl), the System Administrator can include a Pay Control field on a document’s Detail tab. This Pay Control option on the Details
When Compliance has been properly configured on your site, you can expect the following actions: Requirement is out of compliance. Compliance Notification document route to subcontractor, vendor, assistant, etc. depending
Whether a compliance item will block approval of Pay Requests is determined by several factors. One factor is the Pay Control option on the Details tab of the Pay Request,
