We want to provide a new workflow to allow FastDraft users issue orders under the NEC3 TSC, NEC4 TSC, NEC3 TSSC, NEC4 TSSC, NEC3 SSC, NEC3 PSC and other contract forms. In this post we outline how we envisage the task order workflow working to allow you to call off Task Order and Batch Order.
The order workflow will be configurable in the admin panel and can be renamed, the resouresc on the forms can be relabelled and configured on/off on all contract types.
Creating Task Orders
Task Order workflow will be broken down into 3 steps:-
- Task Order Proposed Instruction
- Task Order Quotation
- Task Order Instruction
Task Order Proposal Instruction
The Task Order Proposal Instruction form will include the following fields:-
- Task Order No: pre-populated
- To: pre-populated
- Static text stating " I propose to instruct you to carry out the following Task. Please submit your price and programme proposals below."
- Description of Task:
- Starting date:
- Completion date:
- Amount of delay damages per week:
- From: pre-populated
- Date: pre-populated
The Task Order quotation form will include the following fields:
- The Task Order programme is attached:-
- The total of the Prices for the Task (if Option A or C only) or the forecast total of the Prices for the Task (if Option E only):
- From: pre-populated
- Date: pre-populated
Task Order Instruction form will include the following fields:-
- I accept/reject the above price and programme and instruct you to carry out the Task
- From: pre-populated
- Date: pre-populated
Once a Task Order has been accepted and instructed where the contract allows compensation events may be notified under the Task Order and associated with it.
Viewing Task Orders
The Task Order register(s) can be access via the main navigation. The Task Order Register will show the columns in a table:-
- ID
- Subject
- Notified
- Notified By
- Quote Required
- Quote Received
- Status (Awaiting Quote (amber)/Instructed (green)/Quote Not Accepted (red).
- Implemented (date)
User may add the following additional columns to the register via the column selector:-
- Amount
- Completion date
- Delay damages
The Task Order Compensation Events Register will show the columns in a table:-
- Task ID
- CE ID
- Subject
- Clause
- Notified
- Notified By
- Quote Required
- Quote Received
- Response Required
- Status
- Implemented
- Amount
- Day(s)
The colour coding of quote received, response required and status will be RAG coded.
All table will support searching by column, global search across the register, exporting in csv format and the ability to create saved filters.
The Task Orders status and Task Order Compensation Events status will also be visible in the notifications panel. Task Order Compensation Events notification status will be grpuped with other compensation events notifications. The Task Orders status will be grouped as follows:-
- Proposed Task Orders awaiting quotes
- Proposed Task Order quotes awaiting assessment
Creating Task Order Compensation Events
Not all Task Order workflows expressly support compensation events under Task Orders (notably TSSC and SSC), so Task Order workflow should work independently on the Compensation Events workflow, but the admin panel will allow other workflows to associate notifications.