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Glossary

Contract — The formal agreement for a project's main works, or for a subcontract, consultant appointment, or supplier agreement.

Trade Package — A distinct piece of subcontract work within a project (for example Groundworks or M&E), with its own reference, documents, and commercial records.

Payment Application — A claim for payment for work carried out in a valuation period.

Valuation — The assessed value of works, variations, and materials on site for a payment application.

Payment Notice — A formal notice stating the sum considered due.

Pay Less Notice — A formal notice stating an intention to pay less than the notified sum, and why.

Notified Sum — The amount stated as due in a payment notice.

Due Date — The date payment falls due for a payment application.

Final Date for Payment — The last date by which payment must be made.

Retention — A percentage of certified value withheld as security, released in stages (commonly two halves: Practical Completion and Making Good Defects).

Variation — A change to the contracted works.

Delay Event — A recorded occurrence that has caused or may cause delay.

Extension of Time (EOT) — A formal request, and decision, on additional time for the works.

RFI (Request for Information) — A formal question raised and tracked to a response.

Risk — A recorded potential issue, with likelihood, impact, and mitigation.

Delivery Document — A tracked entry for a document required to be delivered (such as a warranty or certificate), separate from the file itself.

Programme Milestone — A key date in a project's programme, planned, forecast, or actual.

Contract Intelligence / AI Analysis — SureSign's AI-assisted extraction of key terms and dates from an uploaded contract or subcontract document, for review and confirmation by a person.

Generated Document — A PDF or Excel file SureSign automatically produces from a record (such as a Payment Certificate or Variation Order).

Site Report — A daily record of site activity: workforce, works carried out, materials, and site issues, with photographs and evidence attached.

Toolbox Talk — A recorded site safety briefing: topic, date, presenter, attendance, and evidence.

Site Induction — A recorded induction session, with the date, an optional session title and company/trade, and the number of people inducted in that session.

Incident — A recorded accident, incident, or near miss, with its own assessment of injury and regulatory reportability.

H&S Inspection — A recorded health & safety inspection or check, kept separate from QA Reports and the Contract Risk Register, with its own outcome and status.

Statutory Inspection — A recorded statutory inspection or check event, kept separate from Delivery Documents, H&S Inspections, and Plant & Equipment deployments.

Friday Pack — A weekly site progress, workforce, and health & safety report for a project, built from that week's Site Reports, Toolbox Talks, and Health & Safety records, and reviewed and approved before it is sent.

Organisation — A construction company using SureSign; the boundary within which a Client user's data access is scoped.

Administrator — An account with broader administrative access, such as managing users, organisation settings, and platform configuration.

Client — The role for day-to-day project users within a single organisation, scoped to that organisation's own data.