By starting Relevancy automation all people in your company who are responsible for contracts and all people who are assigned assets will receive automatic emails with a link to Contractpedia where they will be able to select if the contracts or assets are still relevant or not.
Who gets to answer?
- People who are responsible for contracts
There are two choices next to every contract record: Relevant and Not relevant. The responsible person makes a selection and the information is saved.
- People who are assigned assets
For assets there are three choices: Never used, Rarely used or Frequently used. The person who is assigned assets makes a selection and it's saved.
- People who are not Contractpedia users
People who are assigned assets but are not Contractpedia users receive a link with an access code. When they log in to Contractpedia they only see the place where they should make a selection which is saved.
How to set it up?
To start Relevancy automation go to the Burger menu, click on Company administration and then on the Settings button. Select Relevancy enquiry period and click Save.
The Relevancy feature helps deliver valuable information back to the management. The responsible people who are users of Contractpedia can see how people have answered. This way they will stay in control of their contracts and improve asset utlisation.