Contract Templates

A feature unique to our compliance module is the ability, at the admin level, to create contract templates.

This allows the admin team to create a repeatable format that improves the quality of instruction and speeds up the process.

 At the top level, go to Compliance>Contracts>Templates.

This lists all current templates.

Adding a new template

Complete the relevant fields, and this will show site-wide or when an asset type is

How to select a template when adding a contract

Go to your building and go to Compliance> Contracts > List

This will apply the template to the relevant fields.

Note: The free text is still editable so that you can leave blank spots for numbers of visits, etc.