Contracts Configuration

Sam Fern
Sam Fern
  • Updated

In Artifax Event, there are three types of Contract that can be configured within the system. They are great to track agreements between your venue and either Artists, Customers or Staff members. (Staff and Artist contracts require the additional Staff Scheduling and Artistic Programming modules)

Each Contract type can be configured with unique Clauses and Sub-types. Once configured your Clauses and Sub-Types act as pre-configured template options allowing you to build each Contract quickly and efficiently for Arrangements, Artists and Staff. 

A new database contains no Clauses or Sub-types. 

Navigation

ic_settings_black_24dp_1x.png [Administration Area]

mceclip1.png

Contracts Types

The page contains a single grid listing the three available Contract Types:

Columns

There is 1 data column:

  • Name – the full Name of the Contract Type.
New Rows It is not possible to add a new Contract Type.
Editing Rows Records can be edited by selecting the Contract Type Name.
Deleting Rows It is not possible to delete a Contract Type
Ordered Alphabetically by Contract Type Name.

Editing a Contract Type

Clicking on a Contract Type takes you through to the Contract Type Editor Page. This page has two tabs, [General] and [Sub-Types]

Creating Contract Clauses

Use the [Create] button on the General tab to launch the Contract Clause Creator form. 

This Form contains the following fields:

  1. Name - enter the name of this Contract Clause
  2. Text Options - Enter the different clause text options here. 
    1. Name - enter the name of this Clause option
    2. Default Text - enter the default text for this Clause option
  3. Use the [Create] button to add multiple Text Options for a single clause
  4. Use the [Archive] button to remove a Clause if no longer needed
  5. Use the [Save] button to finalise creation and save your new Clause

You may create as many Clauses as necessary. 

Editing a Contract Clause

Click on an existing Clause to edit the details. 

Many of the options are the same as the Contract Clause Creator form. 

  1. Click on any field to edit it's value
  2. [Archive] buttons now appear on Text Options rows. 
  3. [Delete] buttons will be greyed out once a Contract Clause is in use.

Creating Contract Sub-types

Use the [Create] button on the Sub-types tab to add new Sub-types. This action adds a new row to the table on the page and does not launch a new form. 

This Table contains the following fields:

  1. Name - enter the name of this Contract Clause
  2. Code  - Enter a shortening or code for the Name 
  3. Default Clauses - use the selector tree to select which Clauses should appear by default when using this Sub-type. These will then automatically appear when this Sub-Type is chosen upon creation.  
  4. Use the [Delete] button to remove any Sub-types you no longer need

Use the [Save] button to finalise any changes or new creations. 

Contract Statuses

Contract Statuses are available in ArtifaxEvent to help determine at what stage in the process a Contract is at. These can be found using the [Statuses] tab on the main Contracts page within the Finance Area.

A new database contains the following Contract Statuses:

  • Draft
  • Approved
  • Pending Signature
  • Signed
  • Cancelled
Columns

There is 1 data column:

  • Name – the full Name of the Contract Status.
New Rows It is not possible to add a new Contract Status.
Editing Rows Records cannot be edited.
Deleting Rows It is not possible to delete a Contract Status
Ordered Ordered by default approval workflow

 

To learn about using the Contracts functionality after configuration, see the following articles: 

 

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