In the Contract Details tab, the assignment’s contract properties can be configured. For more information about Contract fields, refer to the Patron > Contracts Overview section.
1. Edit the following Contract properties, as necessary:
•Expected Start date
•Actual Start date and time
•Status: The status of the contract:
o Preliminary: The Preliminary state is an initial state and is used to indicate a contract item that has not been committed to yet. The Preliminary state counts against asset, asset type, and facility usage. For example, an assignment in the Preliminary state will mark the space as occupied.
o Active: The Active state represents a contract that has been committed to. The active state counts against asset, asset type, and facility usage.
Note: Refer to the Process Contract Items section for information about how contract item states are affected by contract item processing.
•Expected End date
•Actual End date
•Expiration Date: Date the contract expires
•Contract Number: Enter a contract number. If no value is entered when the assignment is saved, the Contract Number will default to a string containing the patron ID and contract creation date.
•Deposit Required: If a deposit is required for the contract, enter or edit the deposit amount.
•Date Accepted: Select the date the patron paid the deposit.
2. To set a Grace Period relative to the Start and End dates, enter the number of Before Start and After End hours to set the Grace Period.
3. Notes: Add any notes to the contract, as necessary.
4. When all necessary fields are complete, click Create Contract. The patron’s Contract tab will be displayed with the new contract added.