Contracts
What it is
Contracts with outside suppliers, with their renewal dates.
Why it matters
Makes sure contracts are not missed and do not expire by surprise.
When to use it
Office staff record contracts and act on renewal alerts.
Who uses it
Administrator
How to get here
Section titled “How to get here”- Sign in as Administrator (see Signing in).
- In the left menu, click Facilities to open it.
- Click Contracts.
What you see
Section titled “What you see”- The list has these columns: Reference, Supplier, Kind, Starts, Ends, Value, Standing, Actions. Click a column name to sort by it.
Buttons on this screen
Section titled “Buttons on this screen”- New contract — opens a form to add a new one. See Filling in the form below.
Opening a record
Section titled “Opening a record”Click any row in the list to see everything about it on one page.
Filling in the form
Section titled “Filling in the form”- Click the New contract button at the top right.
- Fill in the boxes. Boxes marked with a red * must be filled in (7 on this form).
- Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.
The fields
Section titled “The fields”| Field | Type | What to enter, and why |
|---|---|---|
| Supplier * | choose | Pick the company that supplies this service. |
| Kind * | choose | Choose what kind of service this contract covers. |
| Reference * | text | The supplier's contract number, as printed on their paperwork. |
| What it covers | long text | List the buildings, rooms or equipment this contract includes. |
| Starts * | date | The first day the contract is in force. |
| Ends * | date | The last day the contract is in force. |
| Contract value * | number | The total amount agreed in the contract. |
| Remind (days before end) * | number | How many days before the end date to send a reminder. |
| Agreement (PDF) | file | Attach the signed agreement as a PDF file. |
Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.
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