Greenlight Compliance Manager™

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Overview

Greenlight Compliance Manager™ (Greenlight CM™) brings workflow and automation to the construction industry's compliance process. Greenlight's functionality allows users to track certificates of insurance, contractor licenses, lien waivers, subcontracts and certified payrolls.

Greenlight CM™ enables you to:

Track	•Insurance Certificates •Lien Waivers •Subcontracts •Certified Payrolls •Contractors Licenses •Unlimited Subcontractors •Unlimited Tiers
Store	•Unlimited Documents •Emails and Notifications
Send and Receive	•Automatic email notifications to all non-compliant vendors •Compliance reports
Build Custom	•Insurance Templates •Email Templates •User-defined Insurance Endorsements •User-defined Contractors License Types
Imports and Updates	•Commitments from accounting system •Contacts from accounting system •Vendors from accounting system

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The Greenlight CM™ module enables Sage Paperless Construction users to track certificates of insurance, contractor's licenses, lien waivers, subcontracts and certified payrolls - all in a paperless environment. Compliance tracking ensures that your subcontractors are carrying the minimum policy and endorsement requirements for your projects. You can also determine expiration dates at a glance! This is the same for vendors and their insurance as well.

Note: To close out of the Greenlight CM™ module and return to the Sage Paperless Construction Home screen, re-click the Greenlight CM™ icon.

There are 3 Greenlight CM™ icons on the ribbon toolbar:

•Greenlight CM™

•Reports

•Manage Greenlight CM™

There are different levels within the Greenlight CM™ module:

•Company

•Job

•Vendor/Subcontractor

Depending on your access permissions and which level (company, job, vendor) you are currently in determines what tasks you can perform.

•Click here for Manage Greenlight CM™.

•Click here for Greenlight CM™ Reports.

•Click here for toolbar details.

•Click here for company level screen layout specifics.

•Click here for job level specifics.

•Click here for vendor/subcontractor specifics.