FastDraft handbook
If you are looking for guidance on how to use our Contract Management System - FastDraft then this section is for you. This collection of articles is referred to as our FastDraft Handbook.
Getting Started with FastDraft
- How to Get Started Quickly
- How to Log Into Our Contract Management Platform
- How to Select a Contract
- How to Navigate Around Our Platform
- Global Search
- Using the BI Toolkit
FastDraft Basics
- Action Reminders/To Do List
- Synchronise FastDraft Actions to an External Calendar
- Quick NEC3 Reference Clause Guide
- Quick NEC4 Reference Clause Guide
- Email Notifications
- How to Add Contract Email Recipients
FastDraft FAQs
- Security & Compliance: Our CAIQ Document
- FastDraft reporting, dashboards and analytics
- FastDraft Administrative Features
- How FastDraft is supported, maintained and developed
- FastDraft Security Features
- Core System Configuration
FastDraft User Management Tools
- Managing Companies
- Managing Company Users
- Managing Contract Users
- How to Add a User to Multiple Contracts
- How to Deactivate or Reactivate One or More Users
- How to Set Up Financial Limits
FastDraft User Permissions
- Understanding Roles and Permissions in FastDraft
- Understanding Site Administrator Permissions
- Understanding Company Administrator Permissions
- Understanding Site Support Permissions
- Understanding Super User Permissions
- Understanding Contract Administrator Permissions
FastDraft Contract Management Tools
- Managing Projects
- How to Create a Contract
- How to Create a Demo Contract
- How to Clone a Contract
- Understanding Workflow and Templates
- Understanding Global Resources
FastDraft Configurable Features
- NEC4 Clauses - Actions
- NEC3 Clauses - Actions
- Using the Asset Register
- Managing Reply Functionality in the Contract Template
- Configuring the 'Response Required By' Option for Communications
- How to Add and Manage Custom Fields
FastDraft Reporting and Analytics Tools (exc. PowerBI)
- Reporting Overview
- Using the Contract Dashboards and Registers
- Using the RAG Notifications Panel
- Using Contract Health Check and Contract RAG Reports
- Using Aggregated Reports
- Using Third Party Reporting Tools
AI Chatbot Tools
FastDraft PowerBI Reporting
- Using Our PowerBI Analytics Suite
- What are PowerBI Analytics Dashboards?
- What are PowerBI Analytics Reports?
- What are PowerBI Operational Registers?
- Getting started with our PowerBI Analytics Dashboards, Reports and Registers
- PowerBI Metrics Glossary
FastDraft Integrations
FastDraft Integrated Training and Coaching
Risk Management and Early Warnings Workflows
Instruction Workflows
Change and Compensation Events Workflows
- How to Use the Compensation Event Workflow
- How to Create a Proposed Instruction
- How to Make a Project Manager's Assessment
- How to Use the Extensions Workflows
- How to Use Contractor Assumptions
- How to Manage Secondary Date Changes Under Compensation Events
Programme Submission Workflows
Contract Notice Workflows
Submission Workflows
Payment Workflows
Certificate Workflows
Assessments Workflow (excluding CEs)
Quality and Defects Management Workflows
Task Order Workflows
Project Order Workflows
Other Workflows
- How to Use the Meetings Workflow
- How to Use the Delegated Actions Workflow
- How to Create RFIs and TQs and Respond to Them
- How to Use Cost and Carbon Forecast Workflows
- How to Use Site Diary
- How to Use the Document Management Module