When Vista is integrated directly, Jones collects insurance documents and audits them against the requirements to produce a compliance status that is shared with Vista.
Each project on Jones is directly linked to a job number on Vista, and each record links to a vendor on Vista to sync the information successfully between the two systems. The records are linked using an External Record ID in Jones.
The Jones external ID field is designed to accept both global and project-specific IDs. Here's how it works:
During the onboarding phase, you must provide the correct Job numbers and SL Numbers so our Integrations team can create all the records in Jones and link them on your behalf so the information can be synced correctly.
However, if you manually add a new vendor to Jones, you need to enter their Vendor ID on their Jones record, and our integration will sync the information overnight:
When a record is successfully linked, the insurance information will be sent to Vista, you will see their different policies with their expiration dates and limits:
In addition, an extra line of information is labeled “Overall Compliance”. This line will be marked as completed once all the requirements in Jones have been met, and their status is Compliant. The Overall Compliance will not be marked as “Complied” if any of the other policies do not satisfy the requirements, or if any additional information is needed to be compliant, like an Endorsement or a signed contract.
<aside> 💡 To get more detailed information on what a specific vendor needs to be compliant, you can log in to your Jones account and check their compliance report. Please check this article for more information about how to do this:
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