Difficulty: novice
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Learning Objectives
After reading this article, you’ll be able to:
Perform a module activation for Contracts.1. Contracts in general
2. What is this module about
For more information on the content of this module, including detailed descriptions of some of the core components, see: Contract module in the 'Application Managers' section.
3. Why use this module
3.1 Choices to be made within the module
4. How to activate this module
As for every new module, use the ‘Module activation’ option on the administrator startboard (only available for level 2 and 3 admins). For more general information about these 'Module activation' options, see Module activation
4.1 Prerequisites before enabling this module
4.2 Module activation
Settings to be determined
4.2.1 Workflow emails
4.3 Data imports
When activating this module, some data imports become available, which can be used to quickly import relevant data into the system (as opposed to manually entering this data, which is also possible).
Relevant data imports become available in the module activation after the activation has been started. Default data imports can also be found on the admin startboard (only for level 2 and level 3 administrators).
For more information on data imports in general, see: Data imports
If the […..] module is activated, the following default import connectors become available:
Reference | Name | Description |
|---|---|---|
4.4 System groups
When a module is activated, system groups become available that can be assigned to user profiles. These system groups will give users access to (a subset of) navigation menu options, startboard tabs, and tasks in the relevant workflow(s).
For more general information on user profiles, system groups, users, and the user profile dashboard, see:User management
For the […..] module, the following system groups become available:
Reference | Name | Description | License needed |
|---|---|---|---|
Via the 'User profile management' option on the administrator startboard, these system groups can be assigned to existing user profiles or add them to newly created user profiles.
4.4.1 Relevant system groups from other modules:
For some modules, other (master data) modules might be of importance, in order to be able to fully use this module.
[…..]
4.5 Navigation menu and startboard options
When a module is activated, the relevant navigation menu options become available to users with the correct authorizations (based on the system groups). Next, a module-specific key user startboard tab becomes available for that particular module and is visible depending on the user's authorizations. This tab gives users insights and day-to-day work overviews relevant to the specific module.
For more general information on the navigation menu and startboard, see: https://spacewell.atlassian.net/wiki/spaces/KB/pages/441712705/Authorizing+users#2.2-Navigation-menu-and-Startboard
For the […..] module, the following navigation menu options become available:
[…..]
Navigation menu option | Available to system groups | Description |
|---|---|---|
5. Additional reports
Additional reports can be available for some modules via the ‘Reports’ navigation menu option.
[…..]
6. Additional settings and options after enabling
For some modules, additional settings can be configured after the initial module activation via the 'Module settings' option on the administrator startboard. A module is always activated with the most used settings pre-defined. After the module is activated, the module may have more advanced settings available, which can be managed via the Module settings as well.
[…..]
7. Additional information
No additional information currently.
8. User manual
For the user manual with a more step-by-step explanation of the process itself, see: Contract management for (end)users.
9. Q&A
Waiting for questions to be answered.
OLD:
How to navigate to the module activation
To start the solution-based rollout for Contracts:
Navigate to the startBoard.
Click on the “Module activation” tile.
Select the “Available modules to roll out” tab and select Contracts.
click on the “Rollout selected module” button.
This will provide you with a short explanation like the one below.
After this a new page will open:
Steps to follow
Step 1 Adding the contract types
Contract types are used to distinguish between contracts and are not mandatory. To add different contract types:
Navigate to the include at the bottom of the page called Contract types (0)
Click: new
Fill in name of the contract type
Step 2 Settings to be determined
Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text:
Setting | Description |
|---|---|
Send notifications | If set to yes, contract notifications will be sent to a default recipient set under notifications on the contract page. These notifications are automatically generated based on the settings for this per contract. |
Default number of days before term of notice period notifications send | This determines when the notification is send. When 30 days is filled in here, a notification will be send 30 days before the term of notice date. |
| Expand | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > ‘Contract’ tab .
|
Step 3 Start module activation
What happens when clicking the green Start button in this wizard step?
You move on to the next page of the Wizard.
Relevant imports are created, in the next step we will go over these imports
| Expand | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||
The following groups can be assigned to users:
|
Step 4 Check data and close the module activation.
On the next page we can check all items that have been created. This also contains a checklist we can follow.
| Warning |
|---|
About importing contracts: Due to the complexity of importing contracts and all the related objects, importing contracts is not included in the scope of the project. A separate time estimation is made for this. Default templates are available, however, manual work needs to be done to make sure contracts are configured correctly in Workplace. For example, uploading pdf documents and verifying the imported data. |
The import file created in this module activation is the import for contracts, contract period schemes and items. To download the import template:
navigate to the “Relevant imports” include
Click Generate import template
Click the download icon next to the loop to download the template.
Send files to the client
Import files receives and approved
If relevant, check if contracts, contract items en period scheme objects are imported successfully. When the properties and areas are already imported when Initializing the environment these boxed can be checked directly.
Click Upload import file and upload the import file obtained from the customer.
If everything is handled we can close the rollout by clicking the close button, Contracts will now be shown as a NavigationMenu option.
Where do I find the settings I selected
General contract settings can be found in the client settings: press the ‘Module settings’ tile on your startBoard > 'Contract’ tab.
Summary
| Rw ui textbox macro |
|---|
Steps in the module activation:
|
Search
| Live Search |
|---|