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Sage Paperless Construction Help

Job Custom Compliance

Businesses that need to track items beyond the functionality that ClearToPay™ provides out-of-the-box can implement Custom Compliance. Custom compliance rules may be tracked for informational purposes or be configured to impact a vendor's overall compliance determination.

Custom compliance rules configured and their validation criteria are configured by your ClearToPay Administrator. See Custom Compliance Settings for more information.

Note

The Custom Compliance module must be configured in ClearToPay™ Settings and enabled on the job's Settings page to be visible at the job level.

  1. From My Paperless, click ClearToPay™.

  2. In the ClearToPay™ left navigation, click Jobs.

  3. Choose the job from the list.

  4. Click Custom Compliance.

    Compliances_Jobs_SelectCustomCompliance.png

    A page similar to the following displays:

    Note

    Custom compliance rules set to Automatically Apply to All Jobs in ClearToPay™ Settings display on the page.

    Compliance_JobsCustomerComplianceSage.png

From a job's Custom Compliance page, you can do the following:

Select Active Custom Compliance Rules

Click Select Active Custom Compliance Rules to open a list of all available rules and assign any additional items (which may not have been assigned by default) to the job. You can also use this option to remove rules from this job by deselecting the check box.

Note

As custom compliance rules are added to the job, they are automatically added to vendors on the job as well.

Rule Name/Description

The rule's name and description are configured in ClearToPay™ Company Settings.

Perform Compliance Check

Select the Perform Compliance Check check box if this rule should be compliance checked for the current job and its vendors. If not, leave blank.

Test

Click Test to launch a testing utility to determine if the custom compliance rule is set up correctly. The type of test varies based on the validation type selected when the rule was configured. If the test passes based on the test value entered, then the result is compliant.

CustomComplianceTestCalloutSage.png

Validation

The rule configuration is dependent on the Validation Type field that was set up when the custom compliance rule was created. You might see the following options for the job:

  • Yes/No: If the vendor's value is Yes, the compliance check passes. If the vendor's value is No, the compliance check fails.

  • Numeric Value: Assign an operator and desired value at the job level that vendor's must meet.

    Note

    For example, if the vendor's coverage amount must be $5,000 or more for a certain rule, then the Validation Operator is Greater than or Equal to and the Validation Value is $5,000).

  • Date Value: Assign an operator and desired value at the job level that vendor's must meet.

    Note

    For example, if the vendor's certification must be valid through December 31 of the current year, then the Validation Operator is Less than or Equal to and the Validation Value is 12/31/20xx).

  • Ranked List: Assign the minimally acceptable operator in a ranked list that all vendor's must achieve to be compliant.

    Note

    For example, if your vendor must have at least three years of experience and the ranked list options are 1-3 years, 3-5 years and 5 or more years, then the Validation Operator is Greater than or Equal to and the Validation Value is 3-5 years.

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