Contract Management

How to Globally make changes

Global changes allow changes to be made to the whole contract without having to open and amend every doorset. Follow the below steps to complete this process, the example used in this document is to change the ironmongery, the principle is the same when making other global changes

*** care must be taken here as changes here will change every doorset***

1.

Open the contract that global changes are to be made to

2.

Select the call off

3.

Select schedule view from in here select what is to be globally changed

4.

Locate the column header for Hinge QTY and type

5.

Select the filter feature from within the header column, this details what is available to change

6.

Select the ones that are to be changed by selecting the tick box on the left and select close

7.

Select the select visible tab

8.

View Qty selected in bottom left-hand corner of screen; this is important to check

9.

Select contract set up tab

10.

Select specification set up

11.

Select multiple updates which opens new window - here is where the qty`s in step 8 should match - continue to make the global changes

  • Global changes can only be made in areas detailed in this screen
12.

Select the drop-down arrow in the Hinge field and select the hinge required for the change

13.

Select the tick next to the hinge selected

14.

Pop up box appears asking confirmation that the changes are to be made select yes to continue

15.

This made take a few minutes to update – update message will appear when complete select OK

16.

Go back to schedule view and check the changes have been made

  • In step 5 the filter was selected to what was to be changes
  • Remove this filter which will reveal the changes made
  • Using the de – select all tab and show all tab will reveal all

Areas to double check

  1. Remove the filter or de select all and show all
  1. Check hinge column has changed
  1. Check QTY`s correct