1. Optimizing the Contracts Management Module Dwight Busby TMA Systems

2. Introduction In the following slides, I will take you through each section of contract management. At the conclusion of this session, you will understand Contractors and contracts, and be able to: – Create Contractor/Vendor records – Set up access and permissions for Contractors to view their assignments within the system – View cost history of Contractors – Link a contract to a Contractor – Attach a contract and or a Contractor to work orders – And more!

3. Part One: Contractors

4. Contractor – Identity Tab

5. Contractor Login

6. Contractor – Address Tab

7. Contractor – Task Type Tab

8. Contractor – Contracts Tab

9. Contractor – User Access Tab

10. Contractor – Repair Centers Tab

11. Contractor – Attachment Tab

12. Adding a Contractor to a Work Order

13. Work Order & Contractor – Cost Tab

14. Nugget – Utility Account Tab

15. Part Two: Contracts

16. Contract – Identity Tab

17. Contract – Contract Item Tab

18. Contract – Services Tab

19. Contract – Work Order Type Tab

20. Contract – Rate Tab (WebTMA Enterprise Only)

21. Adding Contracts to Work Orders

22. Work Order and Contract – Costs Tab

23. Contract – Work Order Tab

24. Reports

25. Questions? Comments? Please fill out the evaluation form.