Contract Management

1. Log in to ServiceJDC as an administrator (the web version) >> System Setting >> Expansion Fields >> Contract. Click the design icon to add custom fields.

2. In the "Expand field settings," you can drag and drop "Item elements" into the dashed area to add fields. To edit, click the pencil or trash can icon on each element.

3. On the "Field attributes settings" page, you can configure various field attributes, such as whether it's mandatory, hidden, displayed in data query conditions, and whether it can be used as a related field. After completing the settings, click "save and back."

1. Log in to ServiceJDC as an administrator (the web version) >> System Setting >> Expansion Fields >> Contract Detail. Click the design icon to add custom fields.

2. In the "Expand field settings," you can drag and drop "Item elements" into the dashed area to add fields. To edit, click the pencil or trash can icon on each element.

3. On the "Field attributes settings" page, you can configure various field attributes, such as whether it's mandatory, hidden, displayed in data query conditions, and whether it can be used as a related field. After completing the settings, click "save and back."

Note: To click "Effective Draft" it should be greater than the Contract Start Date for the contract to be officially activated, and the maintenance tasks will begin scheduling!

1. Below the contract details, click "Add Equipment."

2. After selecting the equipment, set the contract start and end dates and the regular maintenance cycle for the contract details.

3. Click "Confirm," and you can then proceed to set up "Routine Maintenance Tasks."

4. After selecting "Activate," set the generation time and method for routine maintenance tasks.

5. In the "Routine Maintenance Model Settings," click "Add" and configure the task template.

You need to click "Effective Draft" to activate the contract, and routine maintenance tasks will begin scheduling.

In "Notice of Termination," select "Activate," choose "Others" for the "Target," and enter email addresses. If there are multiple emails, separate them with commas. Fill in the notification subject and content below. The person will then receive email notifications before the contract expires.

  • Merge Maintenance Task: Equipment in the contract details generates a single merged task based on the same customer and location. Multiple tasks are generated if the customer and location are different.
  • Respective Maintenance Task: Each piece of equipment in the contract details generates a separate task.
  • Specify: You can select equipment from the details and set up multiple equipment tasks. The equipment in each task must belong to the same customer and can only be selected from the equipment in that contract detail.

In the "Authority setting," uncheck "All staff can use," and you can set permissions based on departments, personnel, groups, or project organizations.

After clicking "Effective Draft," the contract is officially activated, and some data cannot be modified. You need to change the contract status to draft before you can edit it again.