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Contracts

The contracts section contains a centralized database of contracts with associated services. These can be contracts with service partners, suppliers, or lease agreements.

Internal rules

Contracts can also include so-called internal rules and controls with the relevant responsible persons. These can be daily or weekly inspections of the server room, fire extinguishing system, or statutory inspections of the car.

AUSEMIO can easily clarify which service is to be performed when and can notify the responsible person in advance.

On the left is the List of contracts and services can be assigned under individual contracts.

Basic attributes of the contract

  • Description - A description of what exactly the contract is about, why it was concluded, or another authoritative note.
  • Customer - The customer to whom the contract applies. (It must be a person object in the AUSEMIO system).
  • Service organization - Service organization with which there is a contract closed. (Must be a person object in the AUSEMIO system).
  • Services - assigned service to the contract that the user has selected from the list.
  • Created - the date when the selected contract was created.
  • Contract Type - Displays the specific type of contract selected.
  • Valid from - Commencement of the contract.
  • Valid until - Expiration of the contract.
  • Extension interval - extension interval, which is set on the selected contract. Even so, the user can quickly check the intervals on contracts without having to open detailed contracts.
  • Notice period - notice value of the selected contract.

Contracts buttons

  • Create new object - Button for creating a service within the selected contract.
  • Edit object - By clicking on this button we can change the properties of the contract. After making changes, click Save.

  • Subscribe / Unsubscribe - After clicking this button, the logged in user will be notified of changes to this object. It is about changing details, adding / removing documents and extending. You can cancel the subscription by clicking on the subscribed object Cancel removal.

  • Other shares>

    • Make a copy - Creates a copy of the contract. Suitable if multiple contracts are created with the same customer and service organization.
    • Duplicate - Creates a copy of the contract.
    • Pin - keeps the contract first in the list despite sorting (pinned contract is marked with a pin icon).
    • Delete - Deletes the selected contract. The contract can be deleted only if it does not have services connected under it.

Contract Bookmarks

The Change History and Documents tabs behave the same as for other objects.

Creating a contract

To create a contract, we proceed as follows:

  1. We navigate to the system section Contracts.
  2. Click on the Icon in the lower right corner.
  3. Fill in all the fields we need to correctly identify the contract and click Save.