What good looks like
A job-linked subcontractor assignment with accepted scope, responsible contacts, readiness evidence, dates, and monitored exceptions.
Have these details ready
- An approved subcontractor/vendor record and contact
- Defined scope, dates, commercial terms, and job
- Required insurance, license, tax, safety, and acknowledgement evidence
Run the workflow
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Verify company readiness
Check vendor identity, contacts, insurance, licensing, tax/compliance, performance, and approval before assignment.
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Create the job assignment
In the job Subcontractors tab, add the subcontractor and define scope, dates, status, owner, amount/terms, and coordination notes.
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Send and track acknowledgement
Use supported communication or acknowledgement controls and confirm the responsible outside contact received current job information.
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Review readiness
Resolve missing compliance, schedule, scope, document, and material dependencies before the subcontractor mobilizes.
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Monitor work and issues
Record milestones, communication, documents, incidents, change requests, and open issues on the job rather than in private email only.
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Close and review
Confirm completion, deliverables, final cost, compliance, customer impact, and outstanding issues; update portfolio performance/readiness context.
Check your work
Do not call the workflow complete until these statements are true.
- Assignment scope, dates, amount, and owner are clear
- Acknowledgement and compliance are current
- Open issues are visible in job and management views
If something does not look right
Compliance expires before the work date
Obtain valid renewal evidence or replace/escalate the assignment before dispatch.
The subcontractor requests added scope
Route it through the job change and commercial approval process before authorizing cost.