Contracts provide the top-level work container. All cases and tasks have a contract as the top-level ancestor. Contracts allow you to group related work together over a time period.
Contract Details
Field
Description
Contract Type
The work type of the contract or and sub-types that are defined
Title
The title displayed in your user interface for the contract
Reference
The internal reference for the contract
Effective From
The effective start date for the contract
Effective To
The effective end date for the contract
Overview
Give your contract a functional description to describe the purpose of the contract
Participants
The participants roles on the contract
What are Statements of Work?
Statements of work (SoW) are immediate children of contracts and define a set of terms under which work is undertaken. For example, you may have several work types that you want to offer. For these types, you may have different agreements with different clients or jurisdictions, or you may not offer all of the work types for a specific client or jurisdiction. Statements of work are matched by the data entered on an instruction. This typically varies by the work type being requested and the jurisdiction for which this is being requested. These are called Work Type Matching Rules.
Statement of Work: Details
Field
Description
Contract
The parent contract of the SoW
If initiated from the Contract portal, this will be pre-populated; otherwise search
SoW type
The work type of the SoW or and sub-types that are defined
Title
The title displayed in your user interface for the SoW
Reference
The internal reference for the SoW
Overview
Give your SoW a functional description to describe the purpose of the SoW
Work Type Inception Rules
Statements of work are matched by the data entered on an instruction. This is where the matching rules are defined
Participants
The participants roles on the SoW
Statement of Work: Work-type Matching Rules
Field
Description
Work Coverage
Work types covered by this statement of work. Only these work types can be incepted.
Date Applicability
Define the specific ranges and date type (for example, incident date) to use for matching.
Inception Type
This is the date that will be evaluated to match the date applicability above
Jurisdiction Restrictions
A list of the Jurisdictions that match this Statement of Work
Default Jurisdiction
The jurisdiction that is set as default when matching the Statement of Work
Match Participant
Specify matching between statement of work participants and roles on the instruction. This field is used to specify statements of work that are applicable to individual clients, referrers or service providers
To Case Role
This is the role on the Instruction that will be used to match against the role specified above
Business Source
Specify the sources of business under which this statement of work can be used. If not specified, this field is not used for matching