V2 Waives and Overrides

✔️ You can waive or override a compliance requirement from either a vendor request or project, add notes and expiration dates, and choose whether the decision applies to a single request, all requests, or all projects.

1️⃣ Go to the party or vendor screen – Select the vendor or party whose requirements you want to review.

2️⃣ Open a request or requirement – Click into the specific request or document requirement that is non-compliant.

3️⃣ Choose Waive or Override –

4️⃣ Add details – Enter notes explaining the decision and (optionally) select a date when the waiver/override should expire.

5️⃣ Apply scope – Decide if the waiver/override applies to:

6️⃣ Confirm your decision – Once applied, the waived/overridden status will display next to the requirement, and you’ll see the record in the activity timeline along with your notes.

7️⃣ Alternative method – From the documents screen, use the three-dot menu next to each requirement to apply a waiver or override.

💡 Common Issue 1: I don’t see the option to waive/override.

→ Solution: Make sure you are viewing the correct project or request. Waivers and overrides must be applied in the correct context (request-specific or project-specific).

💡 Common Issue 2: My waiver/override disappeared earlier than expected.

→ Solution: Check if an expiration date was added. If so, the waiver/override automatically expired on that date. Remove or extend the date if needed.

💡 Common Issue 3: I want to apply the same waiver/override across multiple requests.

→ Solution: Use the scope option to apply your decision to all requests or all projects for that party, instead of just one.

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