Telus TPM Documentation
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Contract Template Admin
Click on the Contract Template Admin menu option to view, edit and add Templates.
View Template
To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs.
General
The General tab displays the filters on the left:
Each of the Filter options correspond to one of the tabs on the template. If a Filter's Active box is checked, that means there are restrictions on that field on the template. For example, if the User Filter Active box is checked, click the User tab to view the list of users who have access to the template. This applies to all of the filter options.
NOTE: If there are options selected in each of the tabs, but the Filter box is NOT checked, the data will not be filtered. For example, if there are companies selected in the Contractee Companies tab, but the Contractee Company Filter is NOT checked, all companies will be eligible as contractees during contract creation.
The contract header, pricing and approval options display on the right side of the General tab:
These selections show which fields will be available for selection when creating a contract and adding pricing. The Contract Approval Policy displays which approval process the contract templates will follow.
Users
If the User Filter is Active, this grid will display a list of users who have access to the template. If the User Filter is not Active and no users are selected, this grid will be blank.
There are 2 options to limit visibility on the Users tab:
Requires Contract Ownership: If this box is checked, the user can only see contracts on the selected template which they created. They will not have visibility to contracts on that template created by another user.
Requires Contractee Visibility: If this box is checked, the user will only be able to see and create contracts where they have visibility to the contractee company. For example, if Sysco Atlanta is not in the users visibility hierarchy, they won't be able to create contracts for Sysco Atlanta or view contracts for Sysco Atlanta on that template even if Sysco Atlanta is an eligible contractee on the template.
Note that these options apply to each individual user row.
