Commitments - Exception Request Process - Cases/Scenarios


Case 1 – No ER Required at all… Financial & Safety are in good standing


PM Clicks Workflow button

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts

• Notification of posting Field Admin & Project Manager


If the Workflow is rejected by Field Admin, it will go back to PM.

If PM Rejects the Workflow, the workflow will END (as if it was never started)


Case 2 – DM Workflow – Financial Only and Safety is in Good Standing: Contract value exceeds the Single Project Limit by LESS than $200,000. Review stays within the Division for Approval


PM clicks Workflow

• FYI Notification of ER in Process Project Manager, Field Admin, Financial Manager & Operations Manager

• Approval Notification - Division Manager, Regional Operations Manager & Chief Estimator

• Approved - Division Manager, Regional Operations Manager & Chief Estimator


NOTE: If rejected by any of the approvers, WF ends and it is up to the PM Submitter to make any changes and click Workflow button again.


Back to Case 1 (Normal Workflow)

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts

• Notification of posting Field Admin & Project Manager


Case 3 – Financial Only and Safety is in good standing. Contract value exceeds the Single Project Limit by MORE than $200,000. Review goes all the way to the top (COO)


PM Clicks Workflow

• FYI Notification of ER in Process:     Project Manager, Field Admin, Financial Manager, PreQual Reviewer

• Approval Notification:                        Operations Manager, Regional Operations Controller, Chief Estimator

• Approved By:                                    Operations Manager, Regional Operations Controller, Chief Estimator 

  MUST BE APPROVED BY ALL TO GO TO NEXT LEVEL


• Approval Notification:                        Division Manager

• Approved By:                                    Division Manager

  MUST BE APPROVED BY DM TO GO TO NEXT LEVEL


• Approval Notification:                        Regional Manager

• Approved By:                                    Regional Manager

  MUST BE APPROVED BY RM TO GO TO NEXT LEVEL


• Approval Notification:                        SI Risk, President

• Approved By:                                    SI Risk, President


NOTE: If rejected by any of the approvers, WF ends and it is up to the PM Submitter to make any changes and click Workflow button again.


Back to Case 1 (Normal Workflow)

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts

• Notification of posting Field Admin & Project Manager


Case 4 – Financial is Good and Safety EMR is higher than 1.25. Contract value is within the Single Project Limit. Review goes all the way to the top (COO & SI Risk).


PM Clicks Workflow

• FYI Notification of ER in Process Project Manager & Field Admin

• Approval Notification - Division Safety Manager

• Approved Division  -Safety Manager

• Approval Notification - Division Manager

• Approved - Division Manager

• Approval Notification - Corporate Safety Director

• Approved - Corporate Safety Director

• Approval Notification - Regional Manager

• Approved - Regional Manager

• Approval Notification - COO

• Approval Notification - SI Risk

• Approved - COO

• Approved - SI Risk


Back to Case 1 (Normal Workflow)

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts

• Notification of posting Field Admin & Project Manager


Case 2/4 – DM Financial & Safety – Financial and Safety have issues: Contract value exceeds the Single Project Limit by LESS than $200,000 and EMR is Greater than 1.25. Review stays within the Division for Approval for Financial, but Safety requires full approval


PM Clicks Workflow

• FYI Notification of ER in Process Project Manager & Field Admin

• Approval Notification - Division Safety Manager

• Approved - Division Safety Manager

• Approval Notification - Division Manager

• Approved - Division Manager

• Approval Notification - Corporate Safety Director

• Approved - Corporate Safety Director

• Approval Notification - Regional Manager

• Approved - Regional Manager

• Approval Notification - COO

• Approval Notification - SI Risk

• Approved - COO

• Approved - SI Risk


Back to Case 1 (Normal Workflow)

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts

• Notification of posting Field Admin & Project Manager


Case 3/4 –Financial and Safety have issues: Contract value exceeds the Single Project Limit by MORE than $200,000 and EMR is Greater than 1.25. Review goes all the way to the top for both.


PM Clicks Workflow

• FYI Notification of ER in Process Project Manager & Field Admin

• Approval Notification - Division Safety Manager

• Approved - Division Safety Manager

• Approval Notification - Division Manager

• Approved - Division Manager

• Approval Notification - Corporate Safety Director

• Approved - Corporate Safety Director

• Approval Notification - Regional Manager

• Approved - Regional Manager

• Approval Notification - COO

• Approval Notification - SI Risk

• Approved - COO

• Approved - SI Risk


Back to Case 1 (Normal Workflow)

• Approval Notification - Field Admin

• Approved

• Approval Notification - Project Manager

• Approved

• Commitment Posts




• Notification of posting Field Admin & Project Manager


Case 5 – Purchase Agreement and Rental Agreement – Non WO ER required: Risk Management requires full approval


PM Clicks Workflow

• FYI Notification of ER in Process Project Manager & Field Admin

• Approval Notification - Risk Management

• Approved - Risk Management

• Approval Notification - Field Admin

• Approval Notification - Project Manager

• Approved - Field Admin & Project Manager