Compliance Documents: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for tracking compliance, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially enter compliance documents, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Construction feature is enabled. |
| Compliance Preferences (CL301000) form | Make sure that the necessary attributes have been specified on the Custom Attributes tab, as described in Compliance Documents: To Configure Attributes for Compliance Documents. |
| Projects (PM301000) form | Make sure that the projects for which compliance should be tracked have been created. |
| Vendors (AP303000) | Verify the existence of the vendor accounts for the vendors and subcontractors for which you will create compliance documents. For details, see Vendors: Implementation Activity. |
| Customers (AR303000) form | Be sure that the customer accounts for the customers for which you will create compliance documents have been defined. For details, see Customers: Implementation Activity. |