Create workplace contracts in Core UI

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a lease administrator or manager, you can create workplace contracts and also add assets, terms and conditions, contract locations, and documents to a contract.

    Before you begin

    Role required: sn_wsd_la.manager or sn_wsd_la.admin

    Procedure

    1. Navigate to All > Workplace Lease Administration > Workplace Contracts.
    2. Select New.
    3. In the Contract Model field, select Lease.
    4. In the Terms and conditions section, specify the legal information in the contract.
      For more information, see Add and build contract terms and conditions in Core UI
    5. On the form, fill in the rest of the fields.
      For description of the field values, see Workplace contract new record form.
    6. Right-click the form header and select Save.
    7. Optional: Add contract services, contract locations, assets, or documents to the contract.
      For more information, see the following topics:
    8. Save and exit the contract or submit it for review.