The Compliance Log lists all compliances being tracked in your projects. You can filter the report. To open the Compliance Log: Click Site Menu | Report Browser. From the Report
The Compliance Log lists all compliances being tracked in your projects. You can filter the report. To open the Compliance Log: Click Site Menu | Report Browser. From the Report
Setup of Compliance tracking and notification requires the use of various Manage and System Admin tools and features of sfPMS. Steps Involved Step 1: Prepare Gather information. Step 2: Use
Before establishing compliance tracking in sfPMS, you’ll need to gather the following information: What Compliance types does your company track? Which of these Compliance types are required and which are
Assuming you use different types of commitments (subcontracts and vendors, you may need to set up these subtypes in sfPMS if subtypes were not already configured during implementation. Vendor Subtypes
Adding Drop-down fields and Tabs to Doc Types Once you have prepared your subtypes to be used on Commitment and Vendor documents, you need to make sure these subtypes appear on
A Compliance type defines the type of compliance requirement needed in your project (ex: General Liability Insurance, Workman’s Comp Insurance, etc.). Compliance types can be set up as required or
If you want a Compliance Notification document to be routed to a specific person whenever a requirement is out of compliance, you’ll need to activate the Compliance Notification Doc Type.
The ComplianceNotificationText rules are used to establish the text that will be used in the Introduction, Notification, and Action parts of the Compliance Notification document. This text will also be
Compliance Notification Printout If the Compliance Notification document will be routed to someone via e-mail or fax, you will need a template for the Compliance Notification Doc Type. Most likely
If you will use an automatic workflow for a Compliance type, you need to ensure that Automatic Workflow is turned on in the Spitfire Installation and Configuration Tool (ICTool.exe). ICTool