Under this menu item, you specify the responsible group that should be notified via email when contract events occur. This central configuration table defines which group is responsible for each combination of contract category and contract type. This assignment is essential for automated workflow control in contract management and ensures that the right people are notified of contract events at the right time.
The responsibilities defined here are used in particular within the "eTASK.Contract Management/Resubmission" workflow. Members of the respective assigned group automatically receive access to the relevant contracts and are automatically notified via email of important events—especially when the notice period is reached.
Responsible parties receive:
Access to the relevant contract tickets in the workflow
Notifications for workflow events
Editing rights in the respective workflow step
Procedure in the FM Portal
Path to the starting point: System Settings - Basic Data - Contract Management - Responsible Persons for Contract Categories and Types
Click New... in the toolbar.
Enter a code of your choice.
Enter a description.
Select the contract type and contract category.
Select the responsible group.
Click Save in the toolbar.
You have created the new responsible group. It can now be selected in the contract form.