How Compliance Works
When Compliance has been properly configured on your site, you can expect the following actions: Requirement is out of compliance….
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Author Archive: Dorothy McGovern
Compliance Items and Blocked/Not Blocked Pay Requests
Whether a compliance item will block approval of Pay Requests is determined by several factors. One factor is the Pay…
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Compliance and AP Vouchers
If you site is integrated with Microsoft Dynamics SL and Spitfire Compliance Tracking has been checked in ICTool. then out…
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Compliance from Vendor and % Paid
Compliance from Vendor If both a Vendor document and related Commitment (or CCO) document include a Compliance item of the…
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Compliance Notification Document
When a Compliance item with the Notify option triggers an out-of-compliance signal, a Compliance Notification document is created through an…
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Compliance Log
The Compliance Log lists all compliances being tracked in your projects. You can filter the report. To open the Compliance…
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Setup of Compliance Tracking and Notification
Setup of Compliance tracking and notification requires the use of various Manage and System Admin tools and features of sfPMS….
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Compliance Tracking – Step 1: Prepare
Before establishing compliance tracking in sfPMS, you’ll need to gather the following information: What Compliance types does your company track?…
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Compliance Tracking – Step 2: Code Maintenance
Assuming you use different types of commitments (subcontracts and vendors, you may need to set up these subtypes in sfPMS…
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Compliance Tracking – Step 3: Configuration
Adding Drop-down fields and Tabs to Doc Types Once you have prepared your subtypes to be used on Commitment and Vendor…
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