The 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…
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Documentation
Adding and Editing Compliance Items
To add a Compliance item: Open a document and click the Compliance tab. Any required Compliance items will be listed….
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Pay Control on the Details Tab
Through customization (Part = Doc Detail-Standard, Item = PayControl), the System Administrator can include a Pay Control field on a…
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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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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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