Subconsultants Guide

Open Subconsultants in the Admin view. Each row is one subconsultant. Type in the search box to find one.

Press New Subconsultant to add one. Click a row to open that subconsultant's page.

1. 1Adds a subconsultant and its first contract.
2. 2Finds a subconsultant.
3. 3A subconsultant. Click to open the page.

The contract form makes you choose a contract type. Terranix does not choose one for you.

If your company has none yet, the form says so under the Contract Type box. Add one first in Master settings, Subconsultant Contract Types.

The contract types are kept in Master settings; that screen is pictured in the Organisation Admin Guide.

Enter the firm's name, a contact person, an email, a phone number and what they specialise in. All five are required.

1. 1The firm's name.
2. 2Who you deal with.
3. 3Also the email the sign-in is made for. It must not already be used by anyone in Terranix.
4. 4A phone number.
5. 5What they do.

Below the details is the contract. Choose the project and the contract type, enter the start and end dates, the contract value and the hourly rate.

Contract ID is optional. Type the number the client or the firm uses, if there is one.

Contract file is optional too. Choose the signed contract, as a PDF or a picture. Terranix keeps it with the contract so you can open it later.

As you type the contract value, TDS is worked out and shown in the last box. You can change that figure.

1. 1The project this engagement is for.
2. 2Fixed fee, Hourly, or another type your company has set up. Required.
3. 3Optional. Must be different from every other subconsultant contract's ID in your company.
4. 4TDS on the fee. Worked out for you; you may change it.
5. 5Optional. The signed contract (PDF or picture, up to 10 MB). Press it to choose the file.

Press Save. Terranix creates the subconsultant, a sign-in for them and the contract in one go, and shows a temporary password once, with a Copy Credentials button.

Share it with the subconsultant. It works for 48 hours and must be replaced at first sign-in.

Saving writes records, which the guide's capture never does.

Click a subconsultant in the list. The page shows their details and every contract: the project, type, dates, value, hourly rate and status.

Under the table, Contract files lists each contract with its Contract ID. Open contract file shows the signed contract. Attach file adds one to a contract that has none, and Replace file swaps it for a newer one; the file is saved at once.

Contracts can be edited in the table. A change to a contract's dates, value or rate may go to an approver before it takes effect; the row then says it is pending approval.

1. 1The subconsultant's details.
2. 2Their contracts.
3. 3Each contract's signed file. Open it, attach one, or replace it.

Further down the same page, Add new contract (optional) holds the same fields as the contract part of the add screen. Press Enable to show them.

Fill them in and press Save changes at the foot of the page. The contract is added together with any other changes you made.

1. 1Required. Choose from your company's contract types.
2. 2Optional. Unique within your company, as on the add screen.
3. 3TDS, worked out from the contract value. You may change it.
4. 4Optional. The signed contract, kept with this contract.