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Updating CIP Status

What this is for​

CIP stands for Contractor Insurance Program — this is the flag that tells everyone whether a job is covered under the customer's insurance instead of ours. This flow shows where to turn that flag on or off on a specific job and how to double-check the change landed in the CIP report.

Before you start​

  • The job already exists in the app. If you're setting this up for a brand-new job, create the job first — see Creating a Job.
  • You know the current insurance status for the job (is it covered under CIP or not?). If you're not sure, check with operations before changing it.
  • You have the "Manage master data" permission. If the Jobs list doesn't let you open a job for editing, ask an admin.

Steps​

  1. Click the People tab at the top, then choose Jobs. You'll see the full jobs list.

    People tab with Jobs highlighted

  2. Find the job you need to update. You can search by job number or job name at the top of the list.

    Jobs list with search box highlighted

  3. Click the job row to open the Job Detail page. You'll see job number, name, company, and a set of flags (CCIP, CPR, Per Diem, Retainage).

    Job detail page with current job info and flags

  4. Click Edit. The detail page switches into edit mode with checkboxes next to each flag.

  5. Find the CCIP checkbox (this is the Contractor Insurance flag). Tick it to mark the job as covered, or untick it to remove the coverage flag.

    Edit form with the CCIP checkbox highlighted

  6. Click Save at the bottom of the form. The page should show a success message and switch back to view mode with the new flag state visible.

  7. (Optional) Pop over to Reports → CIP to confirm the job now shows up (or drops out, if you turned the flag off) in that report's list. This is a good double-check for jobs that affect billing.

    Screenshot pending

    CIP Report showing the updated job.

    This screenshot will be added in a future docs update once the underlying state is reproducible in dev.

Common mistakes​

  • Editing the wrong job. Jobs with similar numbers or names are easy to mix up. Check the company name and job number on the detail page before saving.
  • Forgetting to click Save. The app does not save changes automatically. If you close the page without clicking Save, the flag goes back to what it was.
  • Confusing CCIP with CPR. CCIP is Contractor Insurance. CPR is Certified Payroll Reporting — a different thing. Make sure you're toggling the right checkbox.
  • Changing the flag mid-period. If workers already logged hours on the job with the old flag state, think about whether that affects invoices already generated.

What to do if it goes wrong​

  • Save button is greyed out. You probably don't have the "Manage master data" permission. Ask an admin to update it on your Access profile.
  • Save seemed to work but the flag is back. Refresh the page. If it's still the old value, try again — your first save may not have reached the server.
  • The CIP report doesn't reflect the change. The report may be cached for a few minutes. Reload the Reports → CIP page. If it's still wrong after five minutes, check the Audit Log to see whether the save actually went through.
  • You saved the wrong status. Just open the job again and change it back. The Audit Log keeps a history of both changes.