Contacts DashboardContacts Dashboard

The Contacts Dashboard provides you with quick access to all Contacts in your Spitfire system. Contacts View The Contacts view allows you to search for all or a subset of

Plan Room DashboardPlan Room Dashboard

The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.

Executive DashboardExecutive Dashboard

The Executive Dashboard is designed to give your company’s executives an overview of the company’s projects. The Executive Dashboard includes a number of filters. Click Export to export data to

Manage DashboardManage Dashboard

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

Introduction to ComplianceIntroduction to Compliance

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

Compliance TypesCompliance Types

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

The Compliance Tab – Grid ViewThe Compliance Tab – Grid View

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 Compliance Tab – Item Detail ViewThe Compliance Tab – Item Detail View

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

Adding and Editing Compliance ItemsAdding and Editing Compliance Items

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.

Pay Control on the Details TabPay Control on the Details Tab

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