Workflow blueprint

Subcontractor management needs a passport for evidence that changes between bid and field work

A scope-to-payment passport, not prequalification, contractor selection, safety approval, contract interpretation, work acceptance or payment certification.

Carry a named scope package through supplied capability records, bid questions, appointment sources, submittals, field observations and commercial handoff.

TL;DR — Carry a named scope package through supplied capability records, bid questions, appointment sources, submittals, field observations and commercial handoff.
1

Issue a bounded scope package

Version drawings, specifications, quantities, exclusions, programme interfaces and the authority behind the invitation.

2

Collect evidence without awarding status

Register company submissions, experience claims, insurance references, competence documents and expiration dates as supplied material.

3

Preserve clarifications through appointment

Link questions, addenda, bid revisions, evaluation notes and appointment documents without rewriting earlier offers.

4

Connect field records to payment review

Relate submittals, attendance, progress claims, defects, variations and source evidence for authorised commercial assessment.

Page-specific decision aid

A scope package, capability evidence, bid, clarification, appointment, submittal, field record and payment handoff passport

The passport follows a mechanical package from tender issue through an expiring insurance reference, bidder clarification, revised offer, appointment, late submittal and field progress claim. It preserves what each participant supplied while specialist owners retain selection, safety, acceptance and payment authority.

  • An uploaded certificate is not verified capability.
  • An appointment record is not site safety approval.
  • A progress report is not a certified payment amount.
Scope first

What Codeblix would confirm before implementation

This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.

  • Capability claims retain issuer and expiry information
  • Bid clarification never silently changes the base scope
  • Field observation and contractual acceptance use different states
  • Capability selection safety contract submittal performance payment and compliance determinations excluded

Use the related planning tools

Run the operational calculation, save the result in the URL and share it with your team.

Map this workflow to your operation

Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.

Discuss your workflow