Documentation

Before establishing compliance tracking in sfPMS, you’ll need to gather the following information: What Compliance types does your company track?…
Read more

Assuming you use different types of commitments (subcontracts and vendors, you may need to set up these subtypes in sfPMS…
Read more

A Compliance type defines the type of compliance requirement needed in your project (ex: General Liability Insurance, Workman’s Comp Insurance,…
Read more

If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of…
Read more

The ComplianceNotificationText rules are used to establish the text that will be used in the Introduction, Notification, and Action parts…
Read more

Compliance Notification Printout If the Compliance Notification document will be routed to someone via e-mail or fax, you will need…
Read more

If you will use an automatic workflow for a Compliance type, you need to ensure that Automatic Workflow is turned…
Read more

Because compliance tracking is not limited to specific projects, it is wise to create a Spitfire role to give to…
Read more

Predefined Routes When some requirement in your project is out of compliance, you will want the right people to receive…
Read more