To create a contract definition

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The procedure to create a contract definition is as follows:

  1. Navigate to Quick Menu > Repairs > Configuration > Contract Definitions. The Contract Definition window is displayed.
  2. Click on New Definition. The Definition window is displayed.
  3. Enter a Description for the new definition in the field provided.
  4. Using the Company drop-down field, multi-select all companies for which this new contract is relevant, or choose the All option, as required 1.
  5. Using the SOR table drop-down field, choose the table that matches the scope of the contract definition.
  6. Activate the All functional units tick box provided to assign all parameter values to this definition. Alternatively, to select a subset of matching functional units: (a) Click on the adjacent spy-glass icon () - The Functional unit select window is displayed, revealing a filtered list of functional units linked to the selected companies 1; (b) Activate the tick box against one or more functional units to be included within the contract definition - click on the expansion level pointer icon () to reveal functional unit group membership records; (c) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 2; (d) Click on Select - The chosen functional unit subset is summarised in the corresponding field.
  7. Activate the All trades tick box provided to assign all parameter values to this definition, or multi-select a subset using the adjacent drop-down field (e.g. Brickwork, Joinery, Plumbing, Plastering, etc.), as required 1.
  8. Activate the All repair types tick box provided to assign all parameter values to this definition, or multi-select a subset using the adjacent drop-down field (e.g. Planned, Void, Insurance claim, etc.), as required 1.
  9. Activate the All priorities tick box provided to assign all parameter values to this definition, or multi-select a subset using the adjacent drop-down field (e.g. 24 Hour Emergency, Next Day, Monthly, etc.), as required 1.
  10. Activate the All inspection types tick box provided to assign all parameter values to this definition, or multi-select a subset using the adjacent drop-down field (e.g. Pre-inspection, Work In Progress (WIP) inspection, Post inspection, etc.), as required 1.
  11. Activate the All SORs tick box provided to assign all parameter values to this definition i.e. the SOR descriptions that match the scope of the contract definition 3. Alternatively, to select a subset of matching SORs: (a) Click on the adjacent spy-glass icon () - The SOR Select window is displayed, revealing all SOR section trades within the selected table 4; (b) Activate the tick box against one or more SOR section trades to be included within the contract definition - click on the nested expansion level pointer icons () to reveal the associated trades and concatenated SOR codes + descriptions; (c) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 5; (d) Click on Select - The chosen SOR code subset is summarised in the corresponding field.
  12. Choose an Effective from date for this new contract definition i.e. the date on which the definition comes into effect 6.
  13. Choose an Effective to date if the contract definition is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the contract will be continually valid.
  14. Click on Save. The characteristics of the new contract are displayed in the Definition summary table.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The returned results can be refined further by entering a component of the Functional unit name into the dynamic search field provided.

2 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer functional unit entries out of the right ('required') pane.

3 The filtered list of SOR descriptions will match the SOR table selected.

4 The returned results can be refined further by entering a component of the SOR code or description into the dynamic search field provided.

5 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer SOR code entries out of the right ('required') pane.

6 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Contract rules and definitions management overview

To add a contract definition

To create a new contract

To create a contract rule