This article will teach you how to use the Contracts feature of the Property & Facility Application.
Creating a New Contract
This feature will allow you to create a new contract for a vendor.
- From the Property & Facility menu, click Contracts.
- From the Contracts page, click the New Contract button.
- Once the Create New Contract window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Title | Enter a title for the contract. |
| Property | Select the property for the contract. |
| Vendor |
Select the vendor for the contract. Note: The vendor must be added to the property first. See the Adding a Vendor to a Property article for reference. |
| Contract Number | Enter the contract number for the contract. |
| Start Date | Select or enter (MM/DD/YYYY) the start date for the contract. |
| End Date | Select or enter (MM/DD/YYYY) the end date for the contract. |
| Billing Frequency | Select the billing frequency for the contract. |
| Billing Amount | Enter the billing amount for the contract. |
| PDF Upload |
Upload a .PDF file of the contract. Click the Choose File button, navigate to the .PDF file of the contract on your computer, and click Open. |
| Summary/Comments | If applicable, provide a brief summary or comments regarding the contract. |
- Click the Save Contract button.
- The new contract has been saved and is now visible under the Executed tab.
Cancelling a Contract
This feature will allow you to cancel a contract for a vendor.
- From the Property & Facility menu, click Contracts.
- From the Contracts page, click the Contract Number that you desire to cancel.
- From the Contract [Contract Number] page, click the X in the upper-right corner of the page.
- Once the Cancel Contract window has opened, provide a brief summary or comments regarding the contract and click the Cancel Contract button.
- The contract has been cancelled and is now visible under the Cancelled tab.
Editing a Contract
This feature will allow you to edit a contract for a vendor.
Note: Contracts that are expired require a new contract to be created. There is currently no way to renew an expired contract. See Creating a New Contract for instructions.
- From the Property & Facility menu, click Contracts.
- From the Contracts page, click the Contract Number that you desire to edit.
- Note: Ensure that you have clicked the correct tab for Executed, Expired, or Cancelled to locate the desired contract.
- From the Contract [Contract Number] page, click the Edit button in the bottom-left corner.
- Once the Edit Contract window has opened, edit the form as necessary.
- Click the Save Contract button.
- The edits to the contract have now been saved.