How to Assign Multiple Contract Roles to a Contract Party

In this article we explain:-

Why you might want to enable dual party roles on a contract
How to assign dual parties to a workflow

Why you might want to enable dual party roles on a contract

By default, workflows are set up in FastDraft with a defined party determining what can be actioned, for example who can notify and who can reply on that workflow. This is normally sign posted in the name of the workflow. So for example in the Project Manager’s Early Warning Workflow (NEC ECC) - to be able to create a PM Early Warning - the party role is by default set to the Project Manager.

However, on some projects, there may only be one user that will be performing dual duties - eg the PM will also fulfill the role of the Supervisor. In this article we will show you how to do this.

Warning: The permissions assigned to each Party and Role can be amended for each process within each contract template. Furthermore, the contract template editor allows the permissions of a Party and/or Role to be adjusted at any time, in which case the permissions of the users previously assigned to each Party/Role will be dynamically updated. We recommend that administrators have a good understanding of contract law and construction contracts and also a good understanding of the organisation constraints and policies to avoid allowing user to do things that their employer might not allow. Correcting errors made in contracts incorrectly configured is very complicated. We recommend policies are in place to help manage this risk.

How to assign dual parties to a workflow

Using the scenario of the PM also fulfilling the duties of the Supervisor, we are going to amend the relevant workflows where it is the Supervisor who would normally raise or action. These are :-

Notifications
Quality Management

You may wish to take screenshots of how the contract template looks before making any changes. If you are unsure of the changes you have made - do not click on update and leave the workflow to revert back.

Select the contract via Contracts.
Select the relevant workflow via Contract Template>>Workflows>> Notifications>>Workflows>>>

Supervisor To Supplier Notifications

Open the Main Notice User Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Notify User Filter by clicking on the arrow
Make the following changes so that it looks like the below
Click on the Update Workflow button
Then the Update Workflow Group button
Then the blue Update contract button.

PM/Supervisor Instruction to Search

(Under Inspections & Defects or Quality Management depending on contract framework)

Open the Main Notice User Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Reply Notify Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Notify User Filter by clicking on the arrow
Make the following changes so that it looks like the below
Click on the Update Workflow button
Then the Update Workflow Group button
Then the blue Update contract button.

PM/Supervisor Defect Notifications

Open the Main Notice User Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Action Tab User Filter and Notify User Filter by clicking on the arrows
Make the following changes so that it looks like the below

Open the Resolve Action Tab User Filter by clicking on the arrows
Make the following changes so that it looks like the below

Click on the Update Workflow button
Then the Update Workflow Group button
Then the blue Update contract button.

Supplier Defect Notifications

Open the Action Tab User Filter and Notify User Filter by clicking on the arrows
Make the following changes so that it looks like the below

Open the Resolve Action Tab User Filter by clicking on the arrows
Make the following changes so that it looks like the below

Resolve action tab user filter defect notifications.png

Click on the Update Workflow button
Then the Update Workflow Group button
Then the blue Update contract button.

Supplier Tests and Inspections

Open the Notify User Filter by clicking on the arrows
Make the following changes so that it looks like the below

Click on the Update Workflow button
Then the Update Workflow Group button
Then the blue Update contract button.

Supervisor Tests and Inspections

Open the Main Notice User Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Reply Notify Filter by clicking on the arrow
Make the following changes so that it looks like the below

Open the Notify User Filter by clicking on the arrows
Make the following changes so that it looks like the below

These updates have now amended the contract so that all the workflows that the supervisor actions or is notified by are duplicated for the Project Manager.

In the examples above we navigated to an individual contract from the My Contracts page, so the changes made in the example above only apply to a single contract. If you need to create multiple contracts which are all configured the same way, then it may be easier to clone the Master Template and make the amendments in that one, rather than create each each contract individually. The steps to do this are the same as outlined above, but any new contracts created after the Master Template has been updated will be based on the new configuration.

Articles in this section

Why you might want to enable dual party roles on a contract