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Contracts
How to view the list of contract types?
The Contract Types list allows you to view all contract types. To view Contract Types list on the menu, select the option Settings | Contracts | Contract Types or search "Contract Types". The Contract Types list has the following criteria: It is only ...
What is the default contract workflow?
By default, the contract workflow has the following states: State Notes New Initial state. Approved Canceled Final state. Closed Final state. The following scheme shows how to process transitions between states:
How to set up the contract workflow?
The state flow for contracts can be changed to be in line with the organization's working method. To create or change the configurations for a new state, you must access Settings | Contracts | Workflow; 1. The state list is presented; 2. To create ...
How to create a contract type?
To create a new Contract Type, select the option Settings | Contracts | Contract Types: The list Contract Types will be displayed; Press the "Create" button; When creating and editing Contract Types, you must consider: i.The first Contract Type to be ...

Popular Articles
What are access levels and how can I create them?
The access levels are a way of restricting the access of certain work groups by area. To create a new Access Level, select the option Settings | Assets | Access Levels; The list of access levels is displayed; Press the "Create" button. Enter the ...
How to create requests?
Through requests, an organization's employees can request maintenance actions on assets or locations. These maintenance requests, usually referred to as HelpDesk requests, allow the maintenance teams to respond to different requests by creating ...
What happens to my data when I leave?
Valuekeep will use its reasonable commercial events to return any electronic content contained in your services to you in a SQL or CSV format. You will have to request this Data within 30 days of termination of your contract (a minimum 2 hours ...
How to create a preventive maintenance?
Preventive maintenance specifies a set of maintenance actions to be performed based on a fixed recurrence or on meter values. To create a new preventive maintenance, select the option Work | Preventive Maintenances: The list of preventive ...
How to set the preventive maintenance's time zone?
Preventive Maintenance allows you to set the time zone in which events must occur. This way you can locally setup events that must occur on the day and at the time of the place where the work will be performed. The event preview displays events that ...

Contracts