Build your progress claim checklist.

How to build your progress claim checklist

1. 1

   Describe the job

   Keep claimed work quantities connected to the period and supporting evidence.

2. 2

   Review the first version

   Choose how the site quantity coordinator records the claim period and how the commercial reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your progress claim checklist

• Keep the claim period in context

  Keep claim period, work item, claimed quantity, source evidence, reviewer and decision together so the next person can understand the request or record.

• When the next step needs a decision

  A progress submission repeats a quantity included in the previous period. Flag the duplicate reference before the reviewer records the accepted amount.

• Keep decision visible

  Flag the repeated quantity before the reviewer records the accepted claim.

• Choose what each person needs

  Give the site quantity coordinator a working view and the commercial reviewer a review view. Keep claim period and work item attached to the decision as the work moves between them.