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Projects Compliance

For projects with enabled prevailing wage and apprenticeship tracking, there is a "Checklist" tab that provides visibility into your project's PWA compliance status. Learn how to enable prevailing wage and apprenticeship tracking in the Create a Project Section of our Projects - Web help document.

To navigate to the "Checklist" tab, start by clicking on the "Jobs" tab in the primary navigation bar at the top of the page. Then, click the "Projects" tab in the sub navigation bar near the top of the page. This will open the "Projects" page. Click on the relevant project to open its project card. Once in the project card click the "Checklist" tab from the navigation bar at the top of the screen.

See video below for a demonstration:

Demonstration of navigating to the project Checklist tab

The compliance checklist includes a series of unique compliance checks specific to a given project. In other words, these are all of the outstanding tasks and required documentation needed to ensure the project is PWA compliant.

Project compliance checklist overview showing completion summary with Onboarding, Setup, Maintenance, and Close Out categories

The compliance checklist provides a high-level overview of a project’s compliance status. Clicking into a compliance check category reveals the individual compliance checks within it. Each check displays its current status along with clear instructions for how to complete it.

Compliance Check Statuses​

The most important compliance check statuses to note are:

  • Passed
    • Indicated by a green checkmark and flag on the right side of a listed compliance check, this status means the compliance check has been successfully completed.

Compliance check row showing Passed status with green checkmark badge

  • Failed
    • Indicated by the presence of a priority flag on the right side of a listed compliance check, this status means the compliance check has not been completed.

Compliance check row showing Failed status with Critical Priority badge

Compliance check row showing Failed status with Medium Priority badge

Compliance check row showing Failed status with Low Priority badge

  • Not Applicable
    • Indicated by the presence of a "Not Applicable" flag on the right side of a listed compliance check, this status means the compliance check does not need to be completed.

Compliance check row showing Not Applicable status badge

  • Dismissed
    • Indicated by the presence of a "Dismissed" flag on the right side of a listed compliance check, this status means the compliance check that has been dismissed.

Compliance check row showing Dismissed status badge

Checklist Categories​

There are several categories that compliance checks fall within. To filter the list at the bottom of the "Checklist" tab to show compliance checks within a specific category, click on one of the categories in the "Completion Summary" dashboard (indicated by the red boxes in the image below).

Project compliance completion summary dashboard with Onboarding, Setup, Maintenance, and Close Out category cards highlighted

Onboarding Category​

The "Onboarding" compliance checks includes all of the documentation and action items required for IRA compliance before the kickoff of a project.

Onboarding compliance category list showing checks with priority badges

Setup Category​

The "Setup" compliance checks includes all of the documentation and action items required for IRA compliance when kicking off a project.

Setup compliance category list showing checks with Low Priority badges

Maintenance Category​

The "Maintenance" compliance checks includes all of the documentation and action items required for maintaining IRA compliance during a project.

Maintenance compliance category list showing checks with Low Priority badges

Close Out Category​

The "Close Out" compliance checks includes all of the documentation and action items required for IRA compliance when a project is closing.

Close Out compliance category list showing checks with Medium and Low Priority badges

For instructions on how to complete a Compliance Check, see the Compliance Check Example Section of the help document below.

Filtering the Compliance Checklist​

There are several filters for the compliance checklist that are available.

Compliance checklist filter row showing Assignee, Priority, Due Date, and status toggle options

  • Assignee
    • A dropdown filter to display all compliance checks that have been assigned to a specific user.
  • Priority
    • A dropdown filter to display all compliance checks that are marked as a certain priority.
    • Priorities include "Critical," "High," "Medium," and "Low"
  • Due Date (after)
    • A filter to display all compliance checks due after the selected date.
  • Due Date (before)
    • A filter to display all compliance checks due before the selected date.
  • Documents Toggle
    • An on/off toggle to filter for all compliance checks that require a document upload.
  • Unassigned Toggle
    • An on/off toggle to filter for all compliance checks that have not been assigned to a specific user.
  • No Due Date Toggle
    • An on/off toggle to filter for all compliance checks that do not have a due date.
  • Overdue Toggle
    • An on/off toggle to filter for all compliance checks that are overdue.
  • Incomplete Toggle
    • An on/off toggle to filter for all compliance checks with a "Failed" status (i.e. non-compliant).
  • Passed Toggle
    • An on/off toggle to filter for all compliance checks that have a "Passed" status (i.e. compliant).
  • Not Applicable Toggle
    • An on/off toggle to filter for all compliance checks from DSPTCH's exhaustive list that are not relevant for this project.
  • Dismissed Toggle
    • An on/off toggle to filter for all compliance checks from DSPTCH's exhaustive list that have been dismissed.

All filters can be combined with one another (e.g. filter for all compliance checks that have a "Passed" status and require a document upload).

Compliance checklist filters with Documents and Passed toggles active

Inside a Compliance Checks​

To open a compliance check, click on it in the list (indicated by the red box in the image below).

Compliance checklist with a check row highlighted to open it

This will open the compliance check.

Open compliance check detail page showing Summary, Documents, Due Date, Assignees, Comments, and Activity sections

Summary Section​

The "Summary" section provides an overview of the compliance check and what is needed. Included in this section is a link to the specific law and section that the compliance check concerns. To view the relevant legal information, click the "Citation" link (indicated by the red box in the image below).

Compliance check Summary section with Citation link highlighted

A compliance check can also be dismissed by clicking the "Dismiss" button in the top right corner of this section (indicated by the red box in the image below).

Compliance check Summary section with Dismiss button highlighted

If the description or instructions on how to complete a specific compliance check are unclear, please reach out to help@dsptch.work for assistance.

Documents Section​

If a compliance check requires a document to be uploaded, then the "Documents" section will appear. To upload the documents, drag the file into the field or click the "CHOOSE FILE" button (indicated by the red box in the image below) to select the document from your computer's director. Then, click the "Upload PDF" button to upload the document (indicated by the green box in the image below).

Compliance check Documents section with Choose File and Upload PDF buttons highlighted

Due Date Section​

The "Due Date" section indicates when the compliance check is due. The due date can be edited by click the pencil and paper icon in the top right corner of the section (indicated by the red box in the image below).

Compliance check Due Date section with edit pencil icon highlighted and no date set

This will open the "Edit Due Date" form. Select the new due date and click the "Save" button (indicated by the red box in the image below) to set the new due date for the compliance check.

Edit Due Date form with date input and Save button highlighted

Assignees Section​

The "Assignees" section shows the users that have been assigned the compliance check. To assign a new user, click the pencil and paper icon in the top right corner of the section (indicated by the red box in the image below).

Compliance check Assignees section with edit pencil icon highlighted and no assignees selected

This will open the "Edit Assignees" form. Type the user's name in the field and select them from the dropdown list. Then, click the "Save" button (indicated by the red box in the image below).

Edit Assignees form with a user selected and Save button highlighted

To remove an assignee, click the pencil and paper icon in the top right corner of the section to open the "Edit Assignees" form. Then, click the "x" next to the user's name. Finally, click the "Save" button.

Comments Section​

The "Comments" section allows any comments to be made on the compliance check. To add a comment, type the comment in the field and click the "Comment" button (indicated by the red box in the image below).

Compliance check Comments section with comment text box and Comment button highlighted

Activity Section​

The "Activity" section displays the history of changes that have been made to the compliance check.

Compliance check Activity section showing a history of assignee changes with timestamps

Other Checklists​

There are other pages within the "Checklist" tab, these include the "Companies" page, "Jobs" page, and "Documents" page. To visit each page, click the corresponding tab under "Checklists" on the left side of the page (indicated by the red box in the image below).

Project checklist left sidebar showing Project, Companies, Jobs, and Documents navigation tabs highlighted

Companies Page​

The "Companies" page displays all the companies associated with the project with a progress bar that fills as that company's compliance checks are completed. Clicking on the checklist will open the "Company Checklist" within the "Checklists" tab under the "Activity" tab. For more information on the "Checklists" tab within the "Activity" tab, please review our help document here.

Company Checklists page showing a company with compliance progress bar and incomplete check count

Jobs Page​

The "Jobs" page displays all the jobs under the project with a progress bar that fills as the compliance checks for that job are completed. Clicking on the checklist will open the "Checklist" page under the "Compliance" tab within the selected job. For more information on the job "Compliance Checklist," review our help document here.

Job Checklists page showing a job with compliance progress bar and incomplete check count

Documents Page​

The "Documents" page displays all the compliance documents that have been uploaded for the project. To download the document, click the arrow and hard drive icon to the right of the listed document (indicated by the red box in the image below). To view the relevant compliance check, click the arrow icon to the right of the download button (indicated by the green box in the image below).

Compliance Documents page showing an uploaded document with download and view buttons highlighted