Difficulty: novice
Learning Objectives
After reading this article, you’ll be able to:
Perform a module activation for Contracts.
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. |
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
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.
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
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