Contract Notice templates allows users to set up consistent layouts for standard project communications with built-in references to quality and financial data such as lots, variations, approvals, photos etc.
Contract Notice templates are found under the Other Setup heading within the Main Menu to the right of the screen.
To learn more about the Main Menu, Register Menu, Context Menu and Ribbon Menu mentioned in this article, please refer to the article "The Interface - how to use CivilPro".
Contract Notice Template Fields
- Template name – the name to be given to the template
- Abbreviation – an abbreviation for the template name. This is used when generating the document number for contract notices using this template
- Subject – subject of template
- Body – the details and fields of the notice template
Creating a new notice template
- To create a new notice template, click on the Add Template button at the bottom of the screen or from the Ribbon Menu
- The Notice Template will open ready for editing. Give the template a name and abbreviation. The subject and body sections can contain plain text or fields. Plain text will be added to contract notices that are created using this template exactly as input. Fields will be replaced with data from the relevant Civil Pro records. In the subject and body sections, type in the plain text as required and when ready to add fields, make your selection from the Field Chooser to the right of the screen, using a drag and drop action to select and place the fields where required. When the fields are added to your template they appear in orange as below. Please refer to the section on multiple records and tables below for information on how Civil Pro resolves contract notices with multiple related items of the same type.
- Click on Save or Save & Close
Multiple records & tables
Often a contract notice will refer to multiple records. For example, a notice of variation may provide notification of 3 different variations – VRN001, VRN002 and VRN003. How the controlled document displays this in its fields depends on how the template is set up. There are two options:
- Simple field: The multiple records will be displayed as a comma separated list. For example, if the subject contains a field for the variation number, a contract notice from this template would show VRN001, VRN002, VRN003
- Table: If the data is contained in a table with exactly 2 rows with the fields in the second row (the top row is for headers), then a row will be added for each variation
Adding a Table
You can add a table to your template. From within the body of the template right click to bring up the Context Menu and select Table from the options. This will bring up the Insert Table dialog. From here select the number of rows and columns for your table and click OK. Your table will now appear in your template. Add fields to your template by using a drag and drop action. Move between cells using the Tab key.
You can format your template using options within the Context Menu. From the context menu you can increase or decrease indents or select Font, Paragraph, Numbering & Bulleting and Indent.
You can export a notice template for use on another Civil Pro project. The template will be exported as a Civil Pro file (cpx). From within the Notice Template register select Import/Export from the Context Menu. You will then be asked to name the exported file and to select where to save it. When completed click Save. The options are also available in the Ribbon Menu.
To import a saved Notice Template select Import/Export from the Context Menu. Civil Pro will then ask you to select the relevant cpx file from within your system then click Open. The imported template will now appear in the register. The options are also available in the Ribbon Menu.
If the template is no longer used you can mark it as ‘Inactive‘. To do this select Set Selected as Inactive from the Context Menu. Once this is done the template will no longer be included in the default Notice Template Register view. Should you wish to see inactive notice templates in the register view simply select Show Inactive from the Context Menu accessed by right clicking from within the Register screen. These options are also available in the Ribbon Menu.