Address1
Address2
City
State
Zip
County

These fields can be imported from the accounting system. If the job was imported from the accounting system, you will be unable to update the information here. Instead, access your 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.

TIP: If you are entering data into the job's address fields, starting by entering the zip code in the Zip field. The system will default the city, state and county (or parish if the state is Louisiana), so all you will need to enter is the actual address in the Address1 and Address2 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 is required to 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 refers to the official start date of the job. Depending on your accounting system, this date may be imported.

Estimated Completed Operations Date

Provided by project management staff or other company personnel, enter the estimated project completion date. Depending on your accounting system, this date may be imported.

Completed Operations Period  (Months)

Enter the actual date the job was completed in this field.

When a job is completed and the Status field is updated to Completed Operations (from Active), enter the number of months here.

Completed Operations Start Date

Once the job status is set to Completed Operations, this field displays. It will be systematically populated with the current date.

Note:  You can run the Completed Operations report when determining whether or not a job can be moved from a Completed status to a Closed status.

Insurance Expiration Threshold

Enter the number of days that represents the insurance expiration threshold. For example, 30 days before insurance expires, a notice will systematically generate.

Display on Portal

Check this box to allow the job to display in the Greenlight CM™ Portal.

Note:  To allow a subcontractor to access the Greenlight CM™ Portal, they must be added as a contact under the vendor. Click here for details.

Allow Portal Insurance Update

Click this box to allow the Greenlight CM™ Portal user to edit and update the insurance directly on the portal instead of just uploading the document.

Track Waivers

Click this box to allow lien waivers to be tracked in the Greenlight CM™ Portal.

Allow Electronic Signatures for Waivers

Click the box to allow subcontractors to electronically view, sign and upload lien waivers without having to download, then sign and finally upload the signed lien waivers manually.