Introduction to AlertsIntroduction to Alerts

Because the Spitfire Project Management System (sfPMS) tracks a vast amount of information, Alerts are used to keep you aware of important changes and information within your projects. Document Alerts

KBA-01684: Compliance Notification WorkflowKBA-01684: Compliance Notification Workflow

Question: What does the Compliance Type “auto” workflow script do? Can I stop the workflow script when there is no Compliance item expiration date? Answer: The Compliance Types tool includes

Mapping and Unmapping Compliance TypesMapping and Unmapping Compliance Types

The Compliance Types tool, found on the System Admin dashboard, allows you to set up the Compliance Types for use in your system on the Commitment and Vendor levels. Compliance Types

Compliance LogCompliance Log

This report lists compliance tracking for active vendors. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters

KBA-01601: Compliance Expired but Work FinishedKBA-01601: Compliance Expired but Work Finished

Question: What does “Compliance Expired, but Work Ended” mean? Answer: Your compliance item (for example, Automotive Liability Insurance) includes expiration tracking.  Expiration tracking compares the Effective and Expiration dates on

KBA-01200: Overview of the ComplianceConfig RulesKBA-01200: Overview of the ComplianceConfig Rules

Overview: The ComplianceConfig (formerly ComplianceNotificationText) rules provide the text for the introduction, notification and action paragraphs on the Compliance Notification document, as well as provide other configurations for compliance tracking.

KBA-01207: Compliance ItemsKBA-01207: Compliance Items

Question: How do I set up standard Compliance items? Answer: Compliance items are used to track various legal, documentation and business issues.  When the other party fails to comply with their obligation,

KBA-01469: Create supplemental doc for Pay Request Compliance ItemsKBA-01469: Create supplemental doc for Pay Request Compliance Items

Problem: Pay Requests documents close once approved.  If Compliance Items need to be attached or edited after approval, the Pay Request doc doesn‘t allow any edits. For example, if you

KBA-01470: Use Workflow to create a linked doc for tracking Compliance ItemsKBA-01470: Use Workflow to create a linked doc for tracking Compliance Items

Problem: Some Compliance Items should only be edited by the Accounting Department, but the Project Manager is the person responsible for creating and maintaining the Commitment. How can I configure