If the community has the Contracts module enabled, users with the Community Administrator can the module, by going to the:
Administration module > select Modules > click Contracts.
Contract Module Overview
The Contract Module consists of 5 tabs: Contract Types, Document Types, Link Types, Workflow, and Settings.
Contract Types
The Contract Types tab offers communities the option to create contracts and manage existing contracts.
Communities may desire to create a contract for:
- Purchase agreements with a supplier
- Certificate of Insurance
- Master agreement, and/or
- Any type of contract signed by staff
The Contracts feature allows flexibility for the Community to store many types of contracts, depending on the needs of the establishment.
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Note: For additional information on how to create a contract, refer to our help article Creating a New Contract |
When adding a contract type, communities can create an optional customized form to attach to a contract. The form can be used to gather additional information when creating a contract, for a specific type.
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Note: For additional information on how to create form, refer to our help article Create Community Forms |
Document Types
Document types are a way to keep the documents attached to a contract organized. By creating Contract Document Type, Community Administrators can assign the document type, with uploading the files. Any documents assigned to a specific type will appear with the others of the same type, giving you an organized view of the Contract Documents.
Link Types
Contracts can be linked together so it's possible to easily view the relationships between contracts. Link types allow you to define the relationship between those contracts.
For example, Master Agreements can have many sub agreements or a general consortium agreement, that links to the specific supply agreement. Users would select a Link Type at the time of linking to define the relationship.
To create a Link Type select +Add Contract Link Type, a pop-up box will appear to enter Link Type Name.
Enter the desired inward relationship name in the Inward Relationship field. Inward Relationship is a name for the relationship points towards "this contract" (e.g. Master Agreement of).
In the Outward Relationship field, enter the desired name. Outward Relationship is a name for the relationship pointing towards "the other contract" (e.g. Sub Agreement of).
Once completed, select Add. If you would like to create additional contract link types, select Add More.
Workflow
Workflows allow a peer review and approval process for contracts.
Community Administrators can design customized workflows for each contract type within their community.
This allows contracts to follow a designated path or be routed to an ad hoc peer review (individual or user groups) to review, before the contract is cleared to go live.
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Note: For additional information on about contract workflow, refer to our help article Contract Workflow. |
Settings
The Settings tab is where Community Administrators can configure their community's Contract settings.
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Allow Create Contracts users to Upload and Download Contracts: If enabled, users with the Create Contracts role are allowed to upload and download contacts.