Understand Docket States

Dockets move through a series of states during their lifecycle, from Draft to Reconciled. State changes occur as actions are taken by different users throughout the approval process:

• The docket creator (typically a subcontractor) creates the docket in a Draft state, completes its details and then submits it, changing its state to Submitted and assigning it to their supervisor (foreman).
• The supervisor reviews the Submitted docket and accepts or rejects it, changing its state to Accepted (assigning it to an engineer) or Rejected (returning it to the subcontractor for correction).
• The engineer reviews the Accepted docket and approves or declines it, changing its state to Approved (assigning it to the subcontractor administrator) or Declined (returning it to the supervisor for correction).
• The subcontractor administrator applies an invoice number to the Approved docket then changes its status to Invoiced (by clicking the Invoice button on the Bulk Invoice dialog), then exports the docket as a detailed spreadsheet and sends the spreadsheet and their invoice to the head contractor for payment. See the Invoice Dockets Workflow help article for more information.
• The head contractor verifies the Invoiced docket against the invoice and the exported spreadsheet sent to them by the subcontractor administrator, then accepts the docket for payment changing its state to Reconciled.

The available docket states are described below.