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 the Code Maintenance Tool | Create subtypes for your vendors and subcontractors. |
| Step 3: Use the Customization Tool | Customize Vendor, Commitment, and/or Pay Request Doc Types. |
| Step 4: Use the Compliance Types Tool | Edit existing Compliance Types. Create new Compliance Types. Review the automatic workflow for your Compliances. |
| Step 5: Use the Doc Type tool | Activate the Compliance Notification Doc Type. |
| Step 6: Use the Rules Maintenance tool | Set up the text for Compliance Notification documents. |
| Step 7: Get the Template | If necessary upload the distributed Attachment (auto) template for Compliance Notification documents. |
| Step 8: Use ICTool | Turn on Automatic Workflow on the sfATC tab of the Spitfire Installation and Configuration tool. |
| Step 9: Use the Roles tool | Create a role to receive the Compliance Notification document. |
| Step 10: Use the Routes tool | Create a predefined route for the Compliance Notification document. |
| Step 11: Use the Contacts tool | Give one or more users the “Compliance Staff” role. |
| Step 12: Test Compliance Tracking and Notification | Make sure you have set things up correctly. |