Configure insurance requirements, process-level email subscribers, and event watch rules for the Subcontractor Management workflow. Changes apply to all new compliance checks, notifications, and onboarding transitions.
Insurance & certification requirements
Required certs block job assignment when missing or expired. Default gate is GL and WC only. After changing requirements, click Recompute all compliance.
Process email subscribers
These addresses receive email when a new subcontractor is added or major process events fire (via the notification drain).
Event watch rules
Optional per-user rules for specific subcontractor event types. Check All event types to receive every notification, or pick individual events below.
Onboarding & compliance workflow
Reference for how the process engine behaves. State transitions are enforced in the database.
is_tentative) bypass the compliance hold gate so PM soft-edit paths on variance still work.Page defaults
Saved on this device only.
Subcontractor intake
Full-page form for detailed scope, licensed states, and insurance fields when onboarding outside the management modal.