Creating a new contract to relate to a CI
If you do not find the contract when you search for it, you can create it. Create the contract from the Contracts tab on the CI form.
To create a new contract to relate to a CI
- Open a CI, as described in Using search.
- Click the Contracts tab.
- In the Create New Contracts area, select a contract type from the Contract Type list.
- Click Create.
The appearance of the contract form varies, depending on the type of contract.
- Complete the required fields on the contract form.
- Click Save.
A message appears stating that the person in the *Notification Contact* field will be notified when this contract expires.
To notify a group when a contract expires, leave the individual contact field blank. Otherwise, specify the notification group and the individual under that group to notify an individual.
- Click OK.
- Click Close.
- The contract record is related to the CI, and the contract appears in the Current Contracts for this CI table.