Contract Actions

From the Type tab of the Contract, Users are able to amend a few details on the Contract such as the Name and Description. To change these details, click the "Change Details" button in the Contract section on the Type tab.   After clicking "Change... Read More

1. To remove a Building from a contract the User will first need to highlight the Building to be removed.   2. Click on the Actions button on the Buildings tab.     3. This menu will be displayed:   4. Click on the Remove Building menu... Read More

Once a Contract has been selected from the Contract Search Results, the Contract Period screen is displayed. From here, the User can add and amend Contract Periods as well as view Contract Periods. To view a Contract Period, select a period from the... Read More

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

Notes can be added at task level and will apply to all Buildings associated with that task. Task type notes can be added/changed in the following way:     1. Once the task types have been added to the contract, the User can change/add any notes... Read More

If the Contract is PPM Only, then the Parts tab will be disabled and not selectable on the Contract. However, if the Contract is not PPM only, this can be done in the following way:     1. Click on the Parts tab.  Any parts already added to the... Read More

1. This allows the user to set a new period that can be created from scratch whereas renew/copy creates a follow-on period with all the existing details from the last period, starting the day after it has ended (but excludes any Buildings where... Read More

This can be done from the Reactive SLAs Tab. This screen shows all of the Task Types and SLAs which were input in the SRA for the Contract.   1. If any task types are added to the SRA or if task types have been removed from a contract and now... Read More

After adding a Building to a task type on the contract the User can now copy that to other task types. This can be achieved in the following way:     1. Highlight the Task line that is required to copy the Buildings from.     2. Click the ... Read More

If the Contract is PPM Only, then the Parts tab will be disabled and not selectable on the Contract. However, if the Contract is not PPM only, this can be done in the following way:   1. Click on the Parts tab.  Any parts already added to the... Read More