About Tracking Compliance

If you are tracking compliance for subcontracts, assign a compliance group when entering a subcontract.

This allows you to initialize a group of compliance codes to the subcontract in SL Compliance. If a default subcontract compliance group has been defined for the job (in JC Jobs), that compliance group automatically defaults for each subcontract entered for the project. Otherwise, assign compliance groups to subcontracts manually. If you are not using compliance groups, you can assign compliance codes manually in SL Compliance.

Once you post the batch, the system automatically adds the compliance codes associated with the compliance group to the subcontract in SL Compliance, in addition to any compliance codes assigned to the vendor. You can change the compliance group by adding the subcontract back to a batch.

When you change the compliance group, the system retains all of the compliance codes from the original compliance group and adds any unique codes from the new group. If you manually deleted codes prior to changing the compliance group and they exist for the new compliance group, they will be re-added. You can manually delete them again if needed.

For more information about compliance tracking, see Tracking Subcontract Compliance.