Title: Training Guide/Workflow  
Owner: Support
Creator: Support Nov 15, 2019
Last Changed by: Gabrielle Fuchs Jul 19, 2022
Tiny Link: (useful for email) https://rtvision.atlassian.net/wiki/x/FwAqJg
Export As: Word · PDF  
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Children (1)
    Page: Step by Step Instructions for a "Simple/Basic" Contract Setup
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Time Editor  
Jul 19, 2022 19:19 Gabrielle Fuchs View Changes
May 03, 2021 21:03 Rachel Laudner View Changes
Dec 14, 2020 17:02 Rachel Laudner View Changes
Jun 12, 2020 20:00 Support View Changes
May 26, 2020 03:46 Support  
Outgoing Links
External Links (10)
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/565…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/797…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/624…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/595…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/816…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/105…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/632…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/677…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/640…
    https://rtvision.atlassian.net/wiki/spaces/OFFICE/pages/610…
OneOffice (25)     Page: Track Changes Made in the Application (Audit Log)
    Page: Posting Plans Online
    Page: Add, Modify, and Release Payment Retainage
    Page: View the List of Transactions Before Completeing the Payment
    Page: Material on Hand
    Page: Change in Construction Status
    Page: Contract
    Page: Add Project-Specific Data
    Page: Creating a Schedule of Prices
    Page: Create a Weekly Diary Report
    Page: Historical Item Prices
    Page: Install packages to customize the application
    Page: How to Create a Pay Estimate or Pay Request
    Page: Public Dashboard Messages
    Page: Funding Setup
    Page: How to add an Addendum
    Page: Post a Contract to eAdvert
    Page: Sync a Contract to BidVault
    Page: Add or Remove Funding Source Types
    Page: Move a Project to a New Contract
    Page: Add a Contract Change
    Page: Create a Daily Diary Report
    Page: Add or Disable Plan Holders
    Page: Sync with ConneX
    Page: Create an Item Variance Report