Subcontract ID

The Subcontract ID that the Required Document is attached to.

This field is available only for the snap-in for Subcontracts.

Vendor ID

The vendor identification that appears on lists and in reports. This is for the vendor who has the Required Document attached to it.

Type

The Type of the Required Document, for example, Liability, Workers Compensation. Types are set up in Required Document Types Setup .

Required

Indicates Yes or No, whether the system checks the Required Documents information for effective and expiration dates for insurance for this vendor.

Carrier

The name of the insurance carrier for the policy.

Policy / Document #

The policy or document number for the insurance policy.

Effective Date

The effective date of the policy.

Expiration Date

The expiration date of the policy.

Expiration

Click on the drop-down list and select a filter option for the snap-in. Required Document Types with these expiration parameters appear in the snap-in based on your selection. Options are:

All

Expired

Expires in 30 days

Expires in 60 days

Has Expiration Date

Document Type

Click the Lookup icon to display the Select Document Type pop-up and select a Document Type to show in the snap-in. The options that appear in the pop-up are set up in Required Document Types Setup .

The default option is to show All.

To display the Required Document Types snap-in, first determine if this will be a global snap-in or an application-specific snap-in.

• For a global snap-in, click Home to show the global Dashboard.
• For an application-specific snap-in, click the application tab (eFinancials, ePO, or Contracts) to show the application Dashboard.
• Follow the instructions in the next section, To Display the Required Document Types Snap-in.

To Display the Required Document Types Snap-in

1. At the appropriate Dashboard, click Add Snap-in.
2. Select Required Document Types from the pop-up that displays and then click OK. The Required Document Types snap-in displays.

For eFinancials and ePO, users with edit permissions can click on a Vendor ID link to drill down to the Vendors Setup tabs and edit the vendor.

For Contracts, users with edit permissions can click on a Subcontract ID link to drill down to the Subcontract Entries tabs and edit the subcontract and vendor.

For more information on setup required to use this snap-in, refer to these topics: 

Required Document Types Setup

Setup Vendors - Required Documents Tab

Effect of Setup on Subcontracts