Create a contract events
- Last UpdatedFeb 20, 2024
- 2 minute read
Users with the following contract roles can create contract events:
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Contract Owner
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Contract Administrator
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Contract Process Owner
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Company Representative
To create a contract event:
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Navigate to the Events page of the contract you want to work on - see Contract events.
-
Click the
icon.
The Create Event page is displayed.
-
Enter information as required in the relevant fields.
Note Fields marked with an asterisk
are required.
Field
Description
Name
The name of the contract event.
Description and Usage Notes
A description of the contract event and any notes for its use.
Event Formula Expression
The event formula which will dictate when the event occurs.
Alert Message
The alert message text.
Alert Level
The type of alert. Select from:
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Contractual Obligation - high
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Best Practice - medium
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Informative - low
Display at Project/Dept
Select Yes to display the alert on the Project/Dept home page.
Set Notification Email
Select Yes to send a notification email to the Contract Owner and/or Company Representative (as configured by the Administrator) when the event occurs.
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Save the contract event details using one of the following options:
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Click Save with Polling Enabled if you want polling to be enabled for this event. Alerts will be triggered automatically.
A confirmation message is displayed.
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Click Save with Polling Disabled if you want polling to be disabled for this event. Alerts will not be triggered automatically.
A confirmation message is displayed.
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