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Contracts Pane

Use the Contracts pane to create new contracts or view, edit, delete, or copy existing contracts. Use the controls in the top-right corner of this pane to complete the following tasks:

WM 851 contracts pane.png
Figure: Contracts Pane Controls

WM 851 icon search.png Search field Enter the search criteria. For example, enter the name of the contract.
WM 851 icon-new.png  New Click this icon to create a new contract.
WM 851 icon-delete.png  Delete Click this icon to delete and existing contract.
WM 851 icon copy.png  Copy Click this icon to copy and rename an existing contract.
WM 851 icon-help.png  Help Click this icon to view a Help topic about the Contracts pane.

 Viewing an Existing Contract

To view a list of existing contracts that are configured for the site you selected on the Objects pane:

  1. Select Policies > Contracts.
  2. In the Objects pane, select an existing site.
    All available contracts for this site are displayed in a list in the Contracts pane.

Creating a Contract

To create a new contract:

  1. Select Policies > Contracts.
  2. In the Objects pane, select the site for which you want to create a contract.
  3. In the upper-right corner of the Contracts pane, click New WM 851 icon-new.png .
    The Contract Properties Constraints pane is displayed.
    Important
    By default, the Name field is already populated with a unique name when you select New. The name includes a number to ensure that each newly created Contract has a unique name. You can change this name, but it must remain unique to prevent duplicate name errors from occurring.
  4. In the Constraints pane, set the parameters as required.
  5. Continue to configure the contract properties, by selecting each additional pane at the top of the Contract Properties pane, as required.
    For information about each pane, see Constraints, Availability Patterns, Days Off and Weekend Rules, Synchronization,  Shifts, Agents, and Profiles.
    Important
    If a Contract is copied to a site with different planning period than the original site, all of the contract's planning period related values are reset to the default values.
  6. To save the changes in each pane, click Save WM 851 icon-save.png .

Deleting a Contract

To delete a contract:

  1. Select Policies > Contracts.
  2. In the Objects pane, select the site from which you want to delete a contract.
  3. In the Contracts pane, select the contract that you want to delete.
  4. In the upper right corner of the pane, click Delete WM 851 icon-delete.png .

Copying a Contract

To copy and paste an existing contract (to create a new one):

  1. Select Policies > Contracts.
  2. In the Objects pane, select the site from which you want to copy a contract.
  3. From the Contracts list, select an existing contract.
  4. In the upper right corner of the Contracts pane, select Copy WM 851 icon copy.png .
    The Copy Selected Contract pane is displayed.
  5. In the Name field, enter the name of the contract.
  6. In the Associate Copied Contract with the Following Site section, select the site, to which you want to associate this contract.
  7. In the upper right corner of the Copy Contract pane, click WM 851 icon-save.png Save Now.
    The contract is displayed in Contracts pane with the new name.
  8. To configure the contract properties, select each additional pane at the top of the Contract Properties pane, as required.
    For information about each pane, see Constraints, Availability Patterns, Days Off and Weekend Rules, Synchronization, Shifts, Agents, and Profiles.
  9. To save the changes in each pane, click Save WM 851 icon-save.png .

Editing a Contract

To edit an existing contract:

  1. Select Policies > Contracts.
  2. In the Objects pane, select the site in which you want to edit a contract.
  3. In the Contracts pane, select the contract that you want to edit.
    The Contract Constraints pane is displayed,
  4. In the drop-down list, select each properties pane that you want to edit.
  5. After editing the selected pane, click Save WM 851 icon-save.png .

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This page was last modified on 10 August 2017, at 06:45.