To create a contract rule

The creation of a contract rule ensures that the selection process for a contract is consistently applied in relation to all the contractors that are able to fulfil that service. To inform the selection process, tenants may be invited to provide feedback on the quality of the repairs service they have received from a contractor, which contributes to a contractor's overall proficiency ranking. A contract rule can then be created to take account of this ranking i.e. contractors with the highest ranking are selected first. Alternatively, contracts may be awarded to approved contractors using a defined percentage split.

The procedure to create a contract rule is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contract Rules. The Contract Rule Details window is displayed.
2. Click on New Rule. The Select Contract Rules window is displayed.
3. Enter the Rule name into the field provided 1.
4. Using the Work allocation method drop-down field, select a parameter value to reflect the method by which contracts will be assigned to contractors i.e. Automatic, Feedback or Suggested.
5. Using the Work allocation type drop-down field, select the criterion used to award the contract i.e. Percentage or Ranking.
6. Using the Company drop-down field, multi-select all companies for which this contract rule is relevant, or choose the All option, as required 1.
7. Choose an Effective from date for this new contract rule i.e. the date on which it became active 2.
8. Choose an Effective to date if the contract rule needs to be reviewed on a specific date in the future or to capture a change of policy; a blank field means the rule will never expire.
9. Click on Save. The new rule is displayed in the alphabetical list 3.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 System validation checks ensure that the name entered for each rule is unique for the effective period.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 To amend the details of an existing contract rule, select an entry from the alphabetical list (or type its name into the Search Contract Rule field) and repeat steps 4 through 9. By default the list is filtered to show Current contract rules. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

Contract rules and definitions management overview

To add a rule to a contract

To create a contract definition