Waiving Requirements

Sometimes you may need to make an exception to your standard compliance rules. This guide walks you through two ways to waive or adjust requirements without disrupting your overall compliance setup.

1. When You Might Need to Waive a Requirement

Even if you’ve defined standardized requirement categories for your vendors or tenants, exceptions sometimes occur.
For example:

• A vendor can’t meet a particular insurance limit due to the nature of their work.

• A tenant provides valid justification for missing coverage.

In these cases, you can waive or modify specific requirements for that vendor or tenant while keeping your global rules intact.

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2. Two Ways to Waive Requirements

There are two methods for handling exceptions:

1. Waive a requirement during document review (e.g., when reviewing a certificate of insurance).

2. Adjust requirements directly in the vendor or tenant record.

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3. Method 1 — Waive a Requirement During Document Review

1. Open the submission review screen for the vendor or tenant (e.g., Bill’s Pest Control).

2. Review the uploaded document. Non-compliant items will appear highlighted.

3. Identify the item you want to waive (for example, “Per Occurrence Basis”).

4. Do not mark it as “Yes” or “Received.”

   • That would incorrectly indicate the vendor provided the required coverage.

5. Instead, unrequire it:

   • Scroll to the policy section (e.g., General Liability).

   • Find the item in question.

   • Hover over it and click Waive Requirement.

Once waived:

• The item will turn gray instead of red or green.

• The system will stop tracking it as a deficiency and will not request corrections from the vendor.

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4. Method 2 — Modify or Reduce a Requirement at the Vendor/Tenant Level

If you don’t want to completely waive a requirement but only reduce it (for example, lower a limit), use this approach.

1. Go to the vendor or tenant record (e.g., Bill’s Pest Control).

2. Locate the Assignment Level section.

3. Expand the Compliance Setup to view the applied Requirement Category (e.g., Medium Risk).

4. Scroll down to view the detailed list of required policies and limits.

5. Locate the limit you want to modify (e.g., General Aggregate – $2,000,000).

6. Change the value to a new amount (e.g., $1,000,000).

7. Click Save.

What Happens Next

• The limit is reduced, not waived.

• The system will still track compliance, but based on the new, lower limit.

• The edited field will now display an asterisk (*), indicating that it’s been customized from the original template.

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5. What If You Click the Waiver Button by Mistake?

Clicking Waive Requirement on a limit will completely unrequire the limit — meaning:

• The system will track the policy’s existence,

• But not care about the coverage amount.

If you only intend to lessen a requirement, always modify the numeric value instead of waiving it entirely.

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6. Managing Deviations from the Original Template

Once you’ve modified or waived a requirement:

• That change will persist for the specific vendor or tenant.

• Future updates to the original requirement category (e.g., Medium Risk) won’t override these customized values.

If you want to revert back to the standard template:

1. Go to the vendor or tenant’s compliance setup.

2. Click Reset to Original.

3. The system will restore all default values from the requirement category.

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7. Activity Tracking and Audit Trail

Every waiver or modification is automatically logged in the system.

To review:

1. Go to the vendor or tenant’s Activity section.

2. You’ll see an entry noting:

   • What requirement was changed,

   • Who made the change, and

   • When it occurred.

This ensures a complete audit trail for compliance exceptions.

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8. Summary