The right person is told before a guarantee expires

What moves

The daily check sends alerts for bonds approaching their expiry, claims waiting for certification, overdue client payments and missing diaries, and the incident notice for a site diary, each once, to the people the module's workflows name.

Before you start

• Construction in your plan (Notifications is held by every workspace)

Step by step

1. SystemConstruction & Contracting

   Runs the daily check at 05:00 Gulf time and finds a bond at 30 days from expiry.

   You see:One alert is recorded for that bond and that threshold.

2. SystemNotification Centre

   Sends the alert to the people named for it.

   You see:They see it in the bell and by e-mail as their preferences say; the next check sends nothing more for it.

Related

• Construction & Contracting
• Notification Centre
• Work in progress is posted to the ledger
• A certified claim becomes an invoice in Accounting
• A contract job and its project
• A variation changes the contract only when it is approved
• Budget moves between cost codes with a second person
• Connections between modules