Contract Templates

There are three levels of issue setup: the global level (configured in Issue Setup), the template level (configured here in Contract Templates) and the contract level (configured in App Settings in the Contract Home module).

On the Contract Templates screen, you can create templates for issue setup at the contract level for a specific company. Once a contract template has been created for a company and marked as In Use, every contract linked to that company will be able to use that template. A contract must be assigned a contract template before users can create issues linked to that contract.

The options available to configure at the template level are dependent on which features are approved for template level override in Configuration.

Creating a Contract Template

1. Click the + Add Template button. This opens the New Contract Template window.

   

2. Complete the fields as follows:

Company	Select the company which will use this template.
Template Name	Enter a name for the template.
Business Type	Select the business type of the selected company. The options available are dependent on which business types are enabled in Configuration.
In Use	Tick this box to mark this template as In Use. If you do not tick this box, the template will not be available for selection when assigning a template to contracts from the selected company.

3. Click to save the template.

4. To configure the issue setup for the template, find the template in the Contract Templates grid, then click the Details link in the Details column.

   

5. The Configuration tab contains a list of fields which can be configured at the template level– fields which are not approved for template level override in Configuration are hidden from this screen.

   In the Allow Contracts Level Override column, tick or untick the box to allow or disallow individual contracts using this template to override the settings configured in this template for each field. If you tick the box for a field, the contract level settings for that field from App Settings will override the template level settings from this template, for issues linked to that contract. If you untick the box for a field, that field will not be available for configuration at the contract level; the settings from this template will be applied to all contracts using the template.

6. The Issue Setup tab contains sub-tabs for each of the fields which can be configured at the template level – fields which are not approved for template level override in Configuration are hidden from this screen.

   

   For details on creating, editing and deleting entries for each of the configurable fields, see Issue Setup. There is one additional option available at the template level: In Use. In order for an entry to be available to select when creating an issue linked to a contract using this template, it must be marked as both Active and In Use. You can untick the In Use box to hide an entry from contracts using this template.

Editing a Contract Template

Inline editing is enabled for the Template Name, Business Type and In Use fields in the Contract Templates grid.

To edit the configuration and issue setup for a template, click the Details link in the Details column. Note that all fields are locked for editing in issue setup, other than the In Use field.

Deleting a Contract Template

Contract templates can only be deleted if they are not being used by any contracts. Attempting to delete a template which is in use will return an error message listing the contracts currently using it.

1. To delete a contract template, click the trash can iconin the Actions column. You will receive a confirmation popup asking if you are sure.

   

2. Click to confirm.