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Managing your Contracts

Andrew Dotto Updated by Andrew Dotto

Contracts are a mandatory component within DRS and are used to support data processing and map work to the appropriate Agency. They play a key role in defining how your scheduling structure is organised and how work is grouped within the system.

Managing Contracts is straightforward, but it is important to ensure they are configured correctly, as they directly influence how jobs are assigned, processed, and reported across your operation.

All Contracts used against both the Customer and Order Business Data must be added into Contract Rename. You can access the Contract function within the Configuration Menu

Contract

The Contract function also allows you to prefix certain aspects of the system depending on the contract used. This will allow you to differentiate between different orders, properties and SORs based on the contract they are associated to.

Clicking the Add button will allow you to specify the contract and prefix of a contract.

Then you will be able to specify the prefix of:

  • Orders
  • Properties
  • SORs

As they come into the system, as they are used in the system and as they leave the system.

Using the Edit or Add options allow you to configure prefixing in a single screen.

Menu Option

Function Description

Prefix

This is the prefix that will be added to your Object

Description

A free text field allowing you to provide context to the Prefixing

Prefix Type

IN: Adding a value using this Type will Add the Prefix to the Object on the way in through the API, and strip it on the way out through the API.

INTERNAL: Adding a value with this type will add the prefix for Objects created directly within the system

OUT: Adding a value with this type will atempt to remove the prefix from any object leaving the system through the API

Object Type

This specifies which object the Prefix will be added to

Object Field

This specifies which field will be prefixed. If Custom Data is selected, the field must be listed in the Custom Data field

Custom Data

Enter the field name required

Caller Source

This identifies which route the data will arrive into DRS from

Contract Management

Contract Management allows you to control how updates are distributed based on contract, including routing information to different back-office or contractor systems.

DRS can send appointment confirmations, cancellations, and completions to multiple destinations using defined endpoints or folder structures, supporting both flat file transfers and web service integrations. By configuring the appropriate entries, you can ensure updates are delivered to the correct systems automatically.

For example, when an appointment is booked, notifications can be sent simultaneously to both a back-office system and a contractor system.

Below is an example of a configured contract. As this area directly impacts system integrations and data flow, it is recommended to consult an Advanced Consultant before making any changes.

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