Completing Checklist Items

Click on the Home Builder Solution icon to be taken to the checklist.

Completing a Missing Purchase Orders Checklist Item

Click on the checkbox next to the missing purchase orders checklist item.

Select the checkbox next to the work order and then click on Create Purchase Order.

Click on Ok to confirm.

Select View, Submit, or Not Now.  View allows you to see a copy of the purchase order.  Submit will submit the purchase order to the vendor.  Not Now will allow you to exit this screen taking no other actions.

Completing a Submit to Vendor for Approval Checklist Item

Select the checkbox next to the Submit to Vendor for Approval checklist item.

Click on Ok to confirm the submission.

Completing an Approve Checklist Item

The vendor will be completing this checklist item following the steps below.

The vendor will click on the checkbox next to the Approve checklist item.

The vendor will provide a digital signature and then click on Approve.

The vendor will click on Ok to confirm the PO Approval.

Completing a Check as Complete Checklist Item

The vendor will be completing this checklist item following the steps below.

The vendor will click on the checkbox next to the Check as Complete checklist item.

The vendor will click on Ok to confirm.

Completing a Check as Verified Checklist Item

Click on the checkbox next to the Check as Verified checklist item.

Click on Ok to confirm.

Completing a Create Payment Checklist Item

Click on the checkbox next to the Create Payment Checklist Item.

Enter the payment method and reference number if applicable.  Then click on Pay/Paid.