FastDraft Training Agendas

This article provides an overview of the training agendas currently used for FastDraft Admin and General User sessions. It is intended as a quick reference for the topics covered in each session, while preserving the existing agenda structure so it can be reviewed, shared, or adapted for delivery as needed.

This guide contains the following:

• FastDraft Admin Training Agenda

• FastDraft General User Training Agenda

   

FastDraft Admin Training Agenda

Company Management

• Creating supplier companies (not included for Company Admin)
• Creating and managing users
• User roles and permissions
• Financial limits and access levels
• System features (Power BI, AI chatbot)
• User activation/deactivation

Projects

• What projects are and how they’re used
• Creating and editing projects
• Project status lifecycle (Active, Complete, Archived)

Contracts Setup

• Creating a new contract
• Key fields and structure (type, parties, templates)
• Master templates vs copied templates
• Dates, values, and tags
• Demo contracts (sandbox environments)

Contract Configuration

• Workflows overview
• User roles within workflows
• Clauses and placeholders
• Editing, activating, and deactivating clauses
• Customising reply periods

Managing Contracts

• Cloning contracts
• Archiving, completing, deleting
• Adding users to contracts
• Permissions at contract level

Admin & User Management

• Admin reports
• Bulk user actions
• Adding users to multiple contracts
   

FastDraft General User Training Agenda

Navigating FastDraft

• Landing page and My Contracts
• Contract dashboard overview
• Navigation panel and breadcrumb navigation
• Users and permission levels

Actions, Reports & Notifications

• Actions widget/register and RAG status system
• Calendar and action tracking
• Email notifications and user settings

Managing Contract Communications

• Early Warnings
• Project Manager Instructions
• Notifications and related notices
• Registers and searching/filtering

Managing Change

• Compensation Events (Contractor and PM)
• Extension requests
• Quotes and acceptance process
• Proposed Instructions

Commercial & Administrative Processes

• Payment Applications and Certificates
• Other PM Assessments

Additional Features

• Delegation
• Records (meetings, weather)
• RFIs / Technical Queries
• Contract Information document storage

Together, these agendas provide a structured view of the core areas users may need to understand when working in FastDraft, from administration and contract setup through to day-to-day user activity and contract management. They can be used as a baseline for training delivery and expanded further where product or process guidance is needed.