The Weagree Wizard can be configured to require periodical template reviews. From time to time, users designated as the ‘owners’ of contract templates will need to check whether their templates need to be refined, updated or even overhauled completely. Tasks will be generated automatically for this purpose that will repeat after a preset number of months.
TABLE OF CONTENTS
A. Tasks
B. Default review frequency
C. Template
A. TASKS
The periodical template review functionality will only work if tasks are enabled. You may also want to customise the automated task a little.
1. Ensure tasks are enabled. If the item Tasks management does not appear in the list on the left of the Administrator page, navigate to Configuration Weagree Wizard > Key functionalities. Move the Tasks slider to the right (i.e. “ON”) position and click Save.
2. Navigate to Task management > Automated tasks and click on the Review template adequacy task type to review its settings. For more information on customising this automated task, click here.
B. DEFAULT REVIEW FREQUENCY
A default review frequency (in months) must be configured under Contract creation > Configuration. The frequency can be customised on a template-by-template basis. Click Save after changing this.
C. TEMPLATE
Finally, the template must be set up for regular review. Open it in the Template Creation Tool (see Contract creation > (Contract) templates on the Administrator page).
1. Ensure the top level of the template (its name) is selected and then click Edit the template settings.
2. On the Owners subtab, tick the Periodical review task checkbox.
3. Optionally, change the frequency of the review (the greyed-out number is the default value referred to in section B above).
4. To designate one or more users as owners of this template (review tasks will be automatically created for these users):
a. Click Add users.
b. Select the applicable users.
c. Click OK.
Note: although any user can be assigned to a template, it is generally recommended that you only select users with a Lawyer licence and administrator privileges. Other users will not be able to use the Template Creation Tool and may not have access to certain other relevant features (such as the template testing functionality), which limits their ability to review the template and prohibits them from actually updating the template.
5. Click Save.
