Contract Actions

1. To change the PPM task details the User will need to highlight the PPM Task that they wish to change and then click the "Edit Actions" button. 2. This menu will be displayed: 3. Click on the "Change PPM Task Details" menu option. This screen... Read More

1. This allows the User to delete a future contract period.  Please note if the contract period has already started the User should cancel the contract and recreate the contract.  To delete a contract period, highlight the period to be deleted and... Read More

.1. To change/add a PPM task period the User will need to highlight the PPM Task that they wish to change/add and then click the "Edit Actions" button 2. This menu will be displayed:   3. Click on the "Change Task Details" menu option. This... Read More

This can only be done at task level please see Change PPM Task Details.  From here however, it's possible to add notes or instructions (any instructions added will be visible on the portal)specifically to a Building. It's also possible to... Read More

This can be achieved using the PPMs Tab. This screen shows all of the Task Types that have been added against the contract:   1. Highlight the PPM Task to be removed.   2. Click the "Edit Actions" button. 3. This menu will be displayed:   ... Read More

This can only be done at task level if PPM's have already been generated. Please see Change PPM Periods.  From here however, it's possible to change individual Building invoice values and add notes or instructions (any instructions added... Read More

1. To change/add a PPM task period the User will need to highlight the PPM Task that they wish to change/add and then click the "Edit Actions" button. 2. This menu will be displayed: 3. Click on the "Change Task Details" menu option. This... Read More

1. To remove Buildings from a PPM Task line the User will need to highlight the PPM Task that they wish the Building to be removed from and then click the "Edit Actions" button.   2.  This menu will be displayed: 3. Click on the "Remove... Read More

This can be achieved using the Reactive SLAs Tab:   1. Click the "Actions" button. 2. This menu will be displayed: 3. Click on "Remove Task(s)". The User will then be presented with all the task types that are currently on the contract.   ... Read More

1. This allows the User to renew a contract by creating a new period using all the existing details from the last period, starting on a day specified by the User.  Whereas Add Contract Period allows the User to add a new contract period from scratch... Read More