Address1
Address2
City
State
Zip
County

These fields can be imported from the accounting system. If the job was imported from the accounting system, users will be unable to update the information here. Instead, they must access their accounting system and update the information there. The updated data will be imported into Greenlight CM™.

If you manually create the job on this screen, you can enter the address fields.

Status

The job status determines where a job is located on the left navigation bar. Additionally, a job's status is directly related to whether or not compliance items are tracked.

This field has a dropdown from which to select:

•Pending
When a job is imported or manually added, the job is systematically set to Pending. Jobs in this status do not report or generate compliance issues, emails or warning.
 

•Active
This status is used for jobs that are currently in progress. Compliance warning and automated emails are active.
 

•Completed Operations
This status is used when a company must track insurance policies for a project that is complete. Insurance warnings and emails are still active.
 

•Closed
When a job is finished and no compliance tracking is needed, the job should be set to Closed. A job with a Closed status will not receive any compliance warnings or automated emails.

Project Insurance Type

Select if this job requires Insurance Controlled Programs.

This field has a dropdown from which to select:

This dropdown can be revised by accessing the Project Insurance Types topic within the Lookup Tables. Click here for details.

Start Date

This date is the start date of the job. This field can be imported from the accounting system.

Estimated Completed Operations Date

Use the start date to determine the estimated completed operations date. This field can be imported from the accounting system.

Completed Operations Date

When a job is completed, the job status is changed from Active to Completed Operations. Once a job is added to the Completed Operations folder on the left navigation bar, the date the job was completed may be entered here.

Completed Operations Years

Enter how many years this job must be tracked after the job is complete.

Users can also run the Completed Operations report that outlines if a job can be moved from a Completed status to a Closed status.