Self-renewal amendment workflows allow you to choose the default document template and amendment type set when a member self-renews their contract. 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 self-renewal amendment workflow.
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 self-renewal 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, then the Self-Renewals tab.
Click the Add button for either the Operator or Property. The Add Self-Renewal Workflow menu appears.
TIP: The process for adding an operator or property workflow is almost identical. Differences are noted in the Add self-renewal workflow screen reference at the end of this article.
Complete the fields. For field descriptions, see the Add self-renewal workflow screen reference at the end of this article.
Click Save.
Add self-renewal workflow screen reference
Property | Select the property the workflow is for. This field does not show for the operator-level transfer amendment workflow. |
Amendment Type | Select the amendment type that is automatically set. For more information about adding contract and amendment types, see Adding a contract type. |
Space Only Document Template | Select the template that is automatically set at the Communicate stage when the contract only has spaces. For more information about adding a contract template, see Creating a custom contract template. |
Amenity Only Document Template | Select the template that is automatically set at the Communicate stage when the contract only has amenities. For more information about adding a contract template, see Creating a custom contract template. |
Space and Amenity Document Template | Select the template that is automatically set at the Communicate stage when the contract has both spaces and amenities. For more information about adding a contract template, see Creating a custom contract template. |