Contract extend term workflows allow you to set the default amendment type, the document template, and whether the amendment date defaults to the current date or must be selected. 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 extend term 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 of these menus or services may not be available or displayed.
To add an extend term 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 then the Extend Term tab. The Extend Term Amendment Requirements menu appears.
Click the Add button for either the Operator or Property. The Add Extend Term Amendment Requirement menu appears.
TIP: The process for adding an operator or property workflow is almost identical. Differences are noted in the Add Extend Term Workflow Screen Reference at the end of this article.
Complete the fields. For field descriptions, see the Add Extend Term Workflow Screen Reference at the end of this article.
Click Save.
Add Extend Term Workflow Screen Reference
Property -or- Property List | Select the property or property list the extend term workflow applies to. This field does not show for the operator level extend term workflow. |
Document Template | Select the template that is automatically set 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 can choose the amendment type or if it is set for them. If the amendment type is set for the user, select it from the field below. |
Amendment Type | Select the amendment type that is set for extend term contract amendments. For more information about adding contract and amendment types, see Adding a contract type. |
Require User To Select Amendment Date | Select whether the user sets the amendment date or the amendment date defaults to the current date. The amendment date field is empty when this option is selected. |