Subcontractor Management and Oversight Workflow

Start des Workflows/Prozesses.

Fetch existing subcontractor details from the Subcontractor Data Model (tax ID, contact info, insurance status).

Generate a new entry in the Compliance Audit Data Model to initiate the vetting process.

Create a task for the Procurement Officer to review the submitted insurance and certification documents.

Standardized checklist within the Compliance Task: verify COI, W-9, and Safety Certifications.

Update the 'Status' field in the Subcontractor Data Model to 'Approved' or 'Rejected' based on audit results.

Send an automated email to the subcontractor with their onboarding instructions and next steps.

Create a new entry in the Contracts Data Model representing the work order or purchase order.

Execute a formula: (Base Labor Cost + Material Costs + Contingency %) to determine the total budget.

Fetch all scheduled milestones associated with the specific work order from the Schedule Data Model.

Create a task for the Project Manager to oversee the commencement of work on-site.

Update the 'Current Progress %' in the Work Order Data Model based on completed milestones.

Aggregate all 'Invoice Amount' entries linked to this Subcontractor to track budget consumption.

Retrieve all entries from the Invoicing Data Model that are marked as 'Unpaid' for this subcontractor.

Update the invoice entry status to 'Processed' once payment authorization is complete.

Send an SMS notification to the subcontractor lead in case of an urgent site safety violation or change.

Create a report aggregating subcontractor KPIs, including safety incidents, timeliness, and quality scores.

Delete temporary/draft subcontractor entries that were not completed during the onboarding phase.

Ende des Arbeitsablaufs/Prozesses.