Contracts

Contracts with trainers and other resources.

Overview

Resource contracts record the agreed terms with a trainer or consultant. The contract is sent, signed by the other party on a public page, and the signed copy is emailed. The header carries your logo and office details from Documents & Branding.

Contracts: Contracts in the CPD Training module. — Contracts in the CPD Training module.

When to use contracts

You engage a trainer for an event.

Step by step

In the CPD Training module open Finance in the green navigation bar, then choose Contracts under Money.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

Columns: CONTRACT, RESOURCE, ENGAGEMENT, FEE, STATUS, SENT, SIGNED.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

cpd.contracts.read
cpd.contracts.send

Trainers & Consultants
Costs

Billing Stages

Event Summary Report