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Contracts Register settings

These settings help you to manage the user experience of the Contracts register to ensure your settings and menus reflect the requirements of your organisation.

This article covers the following:

Permissions:  Access to these settings requires the Admin permission 'Edit system settings'.  Learn more about Administration permissions.

About the Contracts register settings

The Contracts register settings provides the ability to activate various features that enhance the functionality of the Contracts register. These features are detailed in the table below.

Important note:  When these features are selected, they are activated immediately. Please carefully consider the potential impact on your organisation before enabling them.

Setting type Description
Management fee field

This activates an additional field in the Financial details component, allowing you to record management fees.

 

About the Contracts register menus

The following menus appear in the Contracts details form.  For some of these menus, Logiqc has added example content based on your industry.  Others have been left blank as they are specific to your organisation.  All these menus can be modified by your organisation.

Menu label Description
Contract type When adding a contract to the Contracts register, this menu allows you to classify each contract based on its type. It serves as a broader category for your contracts and can encompass various types such as employment contracts, funding contracts, lease agreements, and insurance policies. Essentially, any document with a crucial expiration date."

 

You have the option to filter by 'contract type' both in the register and in analytics.
Workflow stage names Note: This menu is presented in both the Assets and the Contracts registers.

 

The Contract register's workflow can be configured to incorporate additional stages for each contract. During the 'manage stage' of the workflow, the contract's progression can be expanded to include a series of sequential stages, such as budget review, program review, and contract execution. This allows flexibility in the way each contract is managed.

Please note that the suggested stage names provided are merely examples and should be revised to align with your organisation's specific needs

Learn more about setting up your own workflow stages

 

Configuring Contracts Register Dropdown Menus

Follow these steps to add, edit, or disable options within your Contracts register menus.

1. Access Administrative Settings

  • Enter Admin Mode: Click your account profile icon and select Admin mode.
  • Navigate to Register Settings: From the Administrator menu, go to System settings.
  • Filter by register setting: In the Settings type dropdown, select Register settings - Contracts .

2. Edit Your Menu Labels

  • Under Register menus, select the specific menu you wish to edit.

  • For standard (single-level) menus, click Add label.
  • Type your desired label name and click OK
  • Repeat this process for any additional labels needed. 
  • Important: Click Save, then refresh your browser page to apply the changes to the live Contracts  details form

Managing Existing Labels

If you need to remove or recover menu options, use the Enabled column

Action Instructions
Disable a Label Uncheck the tick in the Enabled column for that label and click Save. This hides the option from the dropdown menu without deleting its history.
View Hidden Labels Toggle on the Show inactive switch at the top of the menu list to see previously disabled labels.
Re-enable a Label While Show inactive is on, check the tick in the Enabled column and click Save.




Single level menu