Download Compliance Documents in Textura (Project Manager Role)
Download Compliance Documents Within
Textura (Project Manager
Role)
1. Log in to Textura
To Generate Report
2. Select Generate Reports on left side of screen
3. Select Compliance Submission Report from the dropdown
list
4. Click Next
5. Select the Project or Projects you would like to view
· Only Projects you are assigned to will be shown
· Clicking the box in the upper left hand corner selects all jobs
6. You may narrow
your search by filtering by From
Day and To Day
· If no dates are entered, all documents will be listed on report
regardless of date received
7. You may also search for a specific Vendor by entering the Vendor
Number in the Vendor ID field
8. Select the Output Format
9. Click Generate Report
10. Note report number
11. Click the here
hyperlink
· Reports can also be retrieved from the Home Page
> REPORTS > View Reports
12. Click on the Export File hyperlink for your report
Here is the
export file that shows which subs uploaded compliance files. You can Save or Print the report as needed. The Submitted Date is provided so you will
know what has been uploaded since the last time you reviewed.
To Download Compliance Documents
1. Go to the Project Home Page
2. Select Compliance
3. Select View Document Status
Locate the subcontractor and the compliance item you
wish to download. # indicates that the sub has uploaded a document for that
compliance item.
4. Click on the actual cell beneath the compliance item
5. Select View
6. Click on the hyperlink for the compliance item uploaded
Note: With the Project
Manager role, if you click the “click
here to update their legal document
information” button, nothing happens. You cannot update their compliance in Textura with this role.
All compliance updates should be done in CMiC.
Here is a
copy
of the compliance
item uploaded.
End.