Subcontract Integration with Workflow

Screenshot of Subcontract Entry

The [Workflow] button in the Subcontract screen is used to establish integration between CMiC Field and Workflow, if the appropriate workflows are configured for subcontract approval. The following rules apply when using this feature:

1. The standard [Workflow] button and Review/Approval tab are displayed on the SC Entry screen. It is only visible if:

  • There are any Subcontract Master workflows defined

  • The workflow status is not Pending or Approved

2. A Workflow Status field is displayed on the Subcontract screen. The possible values (set by workflow) are:

  • Un-submitted

  • Pending

  • Rejected

  • Approved (Submitted)

3. If any Subcontract Master workflows are found in the database:

  • The [Workflow] button will be visible (with a new PM Project Role privilege: ‘Subcontract Workflow Button').

  • The new Status column will be visible.

  • The Post button will only be available for Submitted (Approved) subcontracts when the Subcontract Workflow privilege is un-checked (the existing privileges are still considered).

  • The Review/Approval tab will be visible.

NOTE: If Workflow is being used for subcontracts and subcontract change orders, additional workflow columns are available to be used in the SC and SCCO logs but they must be incorporated during the workflow design process. These columns include the Workflow Status and Workflow Approver Name. If these columns have not been built into the workflow design, they will not be populated during workflow and can be removed from the logs.