This article is a guide to understanding Contract Template History.
This guide contains the following:
- What is a Contract Template
- What is the difference between a Master Contract Template and a Contracts Template
- What is a Contract Template History Record
- How to view the Contract Template History Record
- Understanding the Contract Template History Record
What is a Contract Template
Contract templates are a group of Workflows that are pre-configured for a certain contract type e.g. unamended NEC3 ECC, JCT Design and Build Contract 2016, FIDIC Yellow Book, etc. Contract templates also define contract resources, so for example, which parties are associated with this contract type, what are the standard contract timetables and also some other features.
What is the difference between a Master Contract Template and a Contracts Template
The system is pre-configured with a set of Master Contract Templates which align to a standard version of contracts. These can be copied to create additional Master Contract Templates by System Admins. You might wish to create additional Master Contract Templates for specific organisations or for specific frameworks or a non-standard or bespoke form of contract.
What is a Contract Template History Record
Within the Contract Template admin users have the ability to view a history record of the contract template.
This record is a historic record of the copy history of the contract template. The bottom entry reflects the template that has been used to create the current contract. Any previous rows in the copy history show the 'heritage' of this template.
How to view the Contract Template History Record
- Within the left-hand navigation panel, select Contract Template.
- In the top right-hand corner, select View Copy History.
Understanding the Contract Template History Record
In order to understand the history record use the below example as a walk-through.
- Under Master Templates, the default Master Templates can be cloned to create new, configurable Master Templates.
- Cloning a template will create an identical copy that can subsequently be amended as required. This new copy can now be used to create new Contracts.
Note: Before a Master Template can be used, it must be made globally available.
- When creating a new contract, you will need to select a Template as the foundation of the contract. In this example, we are using the Master Template copy we just created as above.
- Once the contract has been created, you can go into the Contract Template and View Copy History to see the lineage of the particular template you have used.
- In this particular example, Copy Template ID 4 (Default NEC4 ECC) was cloned to create Copy Template ID 112 (Lily Test). Template 112 on the bottom row indicates that this is the current template being used for this particular contract.
- In the column, Copied By Name, we can see both who created the cloned copy, and who created the contract using the bottom entry in the record. We can also see what date and what time both of these actions took place.
Understanding Contract Template History can be useful if you are wanting to locate the origins of certain features within a specific contract template.
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