Before you start
Creating a contract in Twind is the first step to managing your contractors' CAE documentation. Once created, you'll be able to assign document requirements, work sites, and the resources that will take part in it.
Step 1: Go to the contracts section and create a new one
Access the platform
In the main menu, click on "Contracts" to start the creation process.
Step 2: Fill in the basic contract details
Select the “Add contract” option in the top right-hand corner.
Specify the name of the contract, indicating the main subject matter, project or service.
Write the name of the participating contractor and verify that it corresponds to the correct company.
Click on “Select contract manager” and choose the person responsible for management.
Click on the “Start date” field to select when the contract will take effect.
In the “End date” field, select the date on which the contract will end.
Step 3: Configure subcontracting (optional)
Enable "Allow subcontracting" if the contract authorises the participation of subcontractors.
Click on “Maximum level” and specify the permitted level of subcontracting.
Step 4: Assign sites and activities
Go to the "Locations" tab to configure where the contract will apply.
Choose the activities related to the work to be performed by the contractor.
Step 5: Save the contract
Click "Save" to confirm the assignment of locations and activities.
Finally, click "Save" to register and finalise the contract.
⚠️ Important: before saving, check that the contractor name, dates, and sites are correct. Once the contract is created, the contractor will receive access to upload their documentation.
Need help?
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