Select from the following to help configure the contract management functionality:
Roles and permissions
The roles applicable to contract management functionality are described in the following table
|
Role… |
Allows users to... |
|---|---|
|
Contract Approval Notification |
Receive a notification for the approval of a contract. |
|
Maintenance Contract Expire Notification |
Receive a notification for the expiration of a maintenance contract. |
The permissions applicable to contract management functionality are described in the following table.
|
Permission… |
Allows users to... |
|---|---|
|
Contract |
View, create and update contacts against a capital project. |
|
ContractAuthorise |
Authorise contracts against a capital project. This requires the Full permission level. |
|
ContractAuthoriseOwnContracts |
Authorise your own contracts against a capital project. This requires the Full permission level. |
|
ContractUnauthorise |
Unauthorise contracts against a capital project. This requires the Full permission level. |
|
MaintenanceContract |
View, create and update maintenance contracts. |
|
MaintenanceContractReferenceData |
View, create and update maintenance contracts reference data (in Contract Management reference data). |
Refer to Managing Roles for further information.
System settings
There are various System Option settings (accessed by navigating to Tools > System Options and then clicking the System Options button) that directly affect the contract management functionality:
-
Contract Auto Unique Number (under Auto Numbering) - whether to automatically generate a unique reference number for a new contract record
-
Maintenance Contract End Notification Period (under Maintenance Contract) - the number of days before the end date of the maintenance contract that a notification is generated
-
Maintenance Contract Mandatory (under Job) - whether a maintenance contract is mandatory for a job record
-
Restricted by Maintenance Contract (under Timesheet Entry) - whether to only be able to select the Direct Labour Operatives from maintenance contract roles in Timesheet Entry
-
Use Contract Items or Project Items (under Maintenance) - whether to raise items against contracts or projects.
Once an item is linked to one of these, this option is read-only.
Reference data
The following reference data is applicable to the contract management functionality:
-
All items in Contract Management reference data if using maintenance contracts
-
Contract Role, Contract Status and Contract Type in Projects reference data, if using project contracts