Contract amendment workflows allow you to choose the default amendment type or allow the user to choose it, the document template, and whether the user is allowed to select the amendment date. For more information about amendment types and document templates, see Adding a contract type and Creating a custom contract template.
This article describes adding a new general amendment workflow.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
To add a general amendment workflow
Select your Personal Profile in the top menu and select System Settings in the drop-down menu. The Operator Profile screen appears.
Select Workflows in the side menu. The Contract Approvals screen appears.
Select the Amendments tab. The General Amendment Requirements menu appears.
Click the Add button for either the Operator or Property. The Add General Amendment Requirement menu appears.
TIP: The process for adding an operator or property workflow is almost identical. Differences are noted in the Adding a General Amendment Workflow Screen Reference at the end of this article.
Complete the fields. For field descriptions, see the Adding a General Amendment Workflow Screen Reference at the end of this article.
Click Save.
Adding a General Amendment Workflow Screen Reference
Property -or- Property List | Select the property or property list the general amendment workflow applies to. This field does not show for the operator level general amendment workflow. |
Document Template | Select the template that gets automatically selected at the Communicate stage gate. For more information about adding a contract template, see Creating a custom contract template. |
Require User To Select Amendment Type | Select whether the user is required to choose the amendment type. If this field is left deselected, choose a type in the Amendment Type field. |
Amendment Type | Select the amendment type that gets automatically applied to general amendments. For more information about adding contract and amendment types, see Adding a contract type. |
Require User To Select Amendment Date | Select whether the amendment date field is left empty and the user is required to choose a date. If this field is left deselected, the amendment date defaults to the current date. |