Set Up Vendor-level Compliance Requirements

General contractors can set up and track compliance requirements at a vendor level.

Common compliance requirements tracked at a vendor level could include a Workers' Compensation Insurance certificate or a Form W-9.

To set up vendor level compliance items:

  1. In the left-hand sidebar, select Vendors.
    Your vendor list appears.
  2. Select the vendor.
  3. In the Compliance Tracking panel, select Create new requirement.
  4. Complete the fields in the Create new requirement window. If needed, refer to Compliance Requirement Field Descriptions.
  5. Select Create.
You can track vendor-level compliance items and their statuses from two locations:
  • The vendor specific compliance dashboard inside the vendors tab
  • On the contract details page for each contract that this subcontractor is assigned to