Contracts Overview

Important! Performing financial transactions for contracts requires significant configuration in the Financial Transactions section of the Setup module. Additionally, some configuration in Odyssey HMS is required. CBORD strongly recommends scheduling training for these modules before performing any financial functionality in a production environment. Contact CBORD Support for more information about training opportunities and how to properly set up ResCenter for financial transactions.

The Contracts tab allows staff to view all contracts associated with the patron.

Staff can perform the following procedures from the Contracts tab on the Patron page accessed via the Patron menu:

     Add a Patron Contract

     Edit a Patron Contract

     Delete a Patron Contract

     View Patron Contract History