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Notices to Comply

Use this form to notify contractors to comply with instructions. They can be issued for poor workmanship, correction notices, or any unfulfilled contractual obligations.

For information on how to search, sort, and filter the Notices to Comply list, see Filter, Sort, and Search

License: Certain actions, such as adding notice to comply records, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

Required fields:

  • If auto-numbering is on, numbers are assigned to notice to comply records with non-draft statuses when they're synced to the database.
  • Required fields are marked with an asterisk (*) and are enforced for non-draft records.

Workflow statuses:

  • Draft notice to comply records are only visible to the user who created them.
  • Notice to comply records can't be changed back to the Draft status.
  • When an assignment or courtesy copy is added to a draft notice to comply record, the status changes automatically to the next workflow status. This is set at the record settings level by your administrator.
  • Notice to comply records with a locked status can't be edited or deleted.
Notices to comply list view
  1. Record status
  2. Locked icon indicates closed status
  3. Record number
  4. Subject
  5. Description
  6. Sub-menu: duplicate or delete
  7. Due date
  8. Assignee information
Notices to comply record view
  1. Duplicate the record
  2. Save the record
  3. Record number
  4. Record status
  5. Summary of the notice to comply
  6. Description of the notice to comply
  7. Select the thumbnail to view.
  8. Link (Pin) to drawings, photos, or videos.
  9. Number of attachments

Creating

  1. In the Notices to Comply list view, select Add button.
  2. Enter a subject for the notice to comply.
  3. Enter a description.
  4. To add assignments, select Assign.

    5. —Or—

    To send courtesy copies, select CC.

  5. Enter additional details and information, then select Save icon.
  1. To start a conversation, select the Comments section, enter your comment, then select Add.

    2. —Or—

    If replying to a comment, select Comment(s), enter your comment, then select Add.

  2. Select Save icon.

  • To duplicate notices to comply, see Duplicate Record. Note that courtesy copies, comments, assignments, and links aren't copied to the new notice to comply.

Editing

  • To bulk edit your notices to comply, see Batch Edit.

  1. In the Location box, select >.
  2. Choose a location from the list.

    3. The location hierarchy is set in the web application.

  3. Select Select.
  4. Select save icon.

Linking / Annotating