Create a Contract Instructions

Setup required before use	Who Can Use It?	Where Is It?
Instruction document template Instruction types	User Assist. Project Manager Project manager Director Administrator System Administrator	Contracts > Contract Instructions tab

1. Click New .
2. Select who the instruction is being sent to from the list. The 'To' field defaults to the Contractor Contact defined on the general tab.
3. Select the instruction type from the list.
4. Fill in the instruction Subject line.
5. Option to use default instruction text.
6. Type instruction text in the Instruction box provided.
7. Save.
8. Click button to update the status to Issued.
9. Click to issue the instruction in MS Word®.

This is the default status assigned to a contract instruction when it is first created and saved.

This status is assigned to an instruction once it has been issued.

If a contract instruction has been created as a response to an inbound RFI which is pending response, when the status of the contract instruction is changed to Issued, a message will appear which asks whether you want to change the status of the inbound RFI to Responded.

Selecting Yes will change the status of the inbound RFI to Responded.  Selecting No will only update the status of the contract instruction to Issued.

If a draft contract instruction has been created as a response to an inbound RFI which has already been responded to, when the status of the contract instruction is changed to Issued, a message will appear which asks whether you want to update the Latest Response Date of the inbound RFI.

Selecting Yes will update the Latest Response Date of the inbound RFI to the current date.  Selecting No will only update the status of the contract instruction to Issued.