Skip to main content

Configuration

Setting up Agreement Review Types

To set up agreement review types, navigate to the administration menu: Administration > Agreements > Review Types

Each review type serves as a descriptive tag for the review. You can create as many review types as needed. Review types can only be deleted if they have not been used. If a review type is no longer needed, mark it as expired.

Deleting a Review Type

  1. Highlight the entry and click ‘Delete’ (only available if the review type has not been used).

Editing a Review Type

  1. Highlight your entry and click ‘Edit’.
  2. You can update the description or mark it as expired.
  3. Click ‘Save’.

Adding a New Review Type

  1. Click ‘New’.
  2. Enter the description of the review type.
  3. Click ‘Save’.

Note: The Standardise Case checkbox will tidy your text entry automatically on save.

Setting Up Agreement Review Statuses

Agreement review statuses can be set up from the administration menu.

  1. Navigate to Administration > Agreements > Review Statuses.

Deleting a Review Status

  1. Highlight the entry and click ‘Delete’ (only available if the review status has not been used).

Editing a Review Status

  1. Highlight your entry and click ‘Edit’.
  2. You can update the description, change the completion status, or mark it as expired.
  3. Click ‘Save’.

Adding a New Review Status

  1. Click ‘New’.
  2. Enter your description and tick the options you require.
  3. Click ‘Save’.

Required Statuses

You will need at least one status with a completed option. It is recommended that you also have at least one with a cancelled option. There will be defaults for these pre-loaded in your system.

  • Treat as Complete – If this option is set, the review status will mark the review as complete.
  • Treat as Cancelled – If this option is set, the review status will mark the review as cancelled.
  • Expired – This will expire the review status so that it can no longer be used.
Back to top