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This page is used to record specific information about a contract.
When a contract record is created, only minimal information is required initially. Additional information is entered over time as the project progresses.
The minimum system requirement to create a Contract record is the Contract Code, Title and Contract Type.
Validation of dates and date/status combinations are enabled or disabled in System Preferences, Contract Preferences.
Menu path: RME > Contracts > Contract (Search) > Contract
1. In the RME Menu, select Contracts > Contracts to display the module search page.
2. In the toolbar, click the New button.
3. Complete the fields, using the tables below as a guide.This page has several sections to complete.
4. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button. When the details are saved, related items become available to record additional details.
Default Field Label |
Description |
Account Code |
Account to which the royalties will be applied |
Agreement Details |
Additional details about the contract or the restrictions to Intellectual Property |
Analysis |
Additional information, as determined by your institution |
Central Register ID |
Location of the hard copy of the Intellectual Property agreement |
Comments |
Additional comments about the Intellectual Property |
Confidential? |
Indicates if the contract record is confidential |
Contract Code |
Unique code to identify the contract record This can be configured to allow the user to enter a value or for the system to auto generate the code. For details, see User Code configuration. |
Contract Status |
Status of the contract |
Contract Type |
Type of contract, from a defined list This field is used to assign access to data records. To be able to view a Contract record of a particular contract type, your RME Administrator must assign access to that contract type to your user record or role. See: Contract Access Security |
Current? |
Yes by default Indicates if the contract is currently active. If the contract is no longer current, slide this to No. |
Date Agreement From |
Start date of the agreement period of the contract |
Date Agreement To |
End date of the agreement period of the contract |
Date Approved |
Date the contract was approved |
Date Combined |
Date contract was combined with another, if relevant |
Date Renewed |
Date the contract was renewed, if relevant |
Date Transferred |
Date the contract was transferred, if relevant |
Date Withdrawn |
Date the contract was withdrawn, if relevant |
Description |
Full description of the contract |
Distribution Arrangements |
Details about how the Intellectual Property will be distributed, for example, online documents |
End Date |
End date of the contract |
Entry Status |
Contract data entry status |
File Reference |
File reference number, for example, if a hard copy file exists for the contract |
Folio Reference |
Physical location or folio number, for example, if a hard copy file exists for the contract |
Forecast Income |
Expected income from royalties |
Has IP? |
Indicates if there is intellectual property resulting from the research If Yes, the Intellectual Property section fields will become editable. |
Intellectual Property |
Title used to register the Intellectual Property |
IP End Date |
End date of the Intellectual Property |
IP Start Date |
Start date of the Intellectual Property |
IP Type |
Type of restriction applied to the Intellectual Property |
Other Comments |
Additional information about the contract |
Primary Committee |
Read only Committee marked as the primary for the contract in the Committees related item |
Primary Contact |
Read only Person marked as the primary contact for the contract in the Personnel related item |
Primary Org. Unit |
Read only Org. Unit marked as primary for the contract in the Org. Units related item |
Progress Status |
Progress status of the contract |
Restriction Details |
Information to explain the restriction applied to the Intellectual Property |
Restriction End Date |
Date the restriction ends |
Restriction Start Date |
Date the restriction starts |
Royalty Rate |
If the Intellectual Property generates royalties, the royalty rate as a percentage value Must be between 1 - 100 inclusive |
Start Date |
Start date of the contract |
Title |
Title of the contract |
Version |
Indicates a version of the record If the version is empty, no other version of the record exists. If the version is 0, this is the original record based on which the version was created. The record will be non-current if a higher version of the record exists. Only one version of the same record can be current at any time.
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A graphic representation of Significant Events related to the record.
When you save the contract details, additional related items are displayed.
All related items are listed in the Help Table of Contents to the left of this page. Help pages are also context-sensitive, so you can click Help on an RME page to view the related help content.
You manage core records from the module search page, Results tab. Select records in the grid and select the New, Delete and Export buttons on the toolbar in Contracts search.
To manage a related item, open it from this core page and select from the Add, Delete and Export links at the right of the related item. To edit an item, click the row to display the details.
Product Key: Modules - Contracts
Page ID: CON001.htm