Contracts

The Contracts module is designed to record information about the terms and conditions of contracts or agreements associated with research project based work.

You can create a contract record for any type of commercial activity that your institution, your organisational units (AOUs - departments or faculties) or staff are engaged in. A contract record includes information about the contract, including the title, responsibility, contact details and status together with dates applying to the whole contract. The contract may be linked to one or more project records in RME. The body of the contract may be entered and maintained using contract clause “templates” and clause sets. Budgeting information about the contract, persons associated to the contract, documents, organisational units and classification details are also entered as related items.

Overview information about the Intellectual Property arising from the contract is also recorded in the core data. Details about exploitation, protections and restrictions applying to Intellectual Property are entered as related data.

Search for a record

Basic search

Basic search only displays on core module search pages, when you select it from the module header in the RME menu.

Enter search criteria in the fields you want to search by, from those available for the module. Leave all the other blank. Basic search is not case sensitive. You can use partial terms.
For example, in the Projects module if you know the project code for the record you're looking for, enter the code in the Project Code field.
To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.

Advanced search

Use the Advanced search tab for searches that involve fields not offered in basic search, or for related items and eForm listing pages.

To find a record or eForm, enter your search criteria in the fields. To add another line, click the green plus (+) icon.
To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.

Open a record from Results

To open a record, you can either:

• Select the Open icon next to the record in the grid.

• Tick the checkbox to the left of the record and click Open in the toolbar.

For more, see: Open (toolbar)

Manage records

To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:

Action		Find out more
Create a new record	Select the New button on the toolbar	Add a core record
Edit a record	Open the record, edit the details and save	Edit a record
Copy a record to reuse details or create a version	Select the record and click the Copy button on the toolbar	Copy records and versions
Delete one or more records	Select the records and click the Delete button on the toolbar	Delete a record
Bulk update records	Only available to users with the relevant assigned page action Select the Actions button > Bulk Update option	Bulk Update
Export record details	Select the Export button on the toolbar	Export record details
Access reports	Select the Reports button on the toolbar	Reports
Change the layout of columns in this page	Select the Column button on the toolbar	Column management

Add a contract

Actions for administrators

The Action button in the toolbar provides access to the Batch Significant Events action, to update selected Significant Events with the same details

Contracts search

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