So, what is the Global Uplift feature?
Welcome to the new Global Uplift Feature for Service Geeni. This feature allows you to change uplifts globally for selected contracts, making it easier to maintain them across multiple contracts.
Access Rights for Global Uplift
Users must have the correct rights when using this feature:
Users without access rights will not see the Global Uplift button on the Contracts page.
They will also not see the edit or delete options for any contract that is part of the global uplift.
A tooltip has been added to greyed-out icons for users without access.
Accessing the Global Uplift Section
To access the Global Uplift feature:
Head to the Contracts section via the Records menu.
Then, click on the Global Uplift button (only visible if you have access rights), just above the list of contracts.
Using the Global Uplift Section
Now that you have located the feature, it's time to use it!
Step 1: Select Contract Type
There are two types of contracts you can choose from,
Hire Contracts
Service Contracts
If you click on the type, it will take you to a list containing all contracts related to that type.
Step 2: Filter Contracts
You can use the advanced filter to narrow down your contract search.
It is also possible to select multiple contracts or select all from the filtered list if you wish to.
Step 3: Edit Uplift for Selected Contracts
With your selection in place, you can now edit the uplift amount.
Click Next to proceed to the uplift editing pop-up.
Here, you can adjust the uplift settings on the left side, similar to the current uplift settings for individual contracts.
Click Add to List to add the selected uplift settings to the list on the right.
Step 4: Manage Global Uplift List
Managing your Global Uplift list is easy:
At the top of the pop up, an automatically generated Global Uplift name is displayed (e.g., 'Global uplift-01'). You can edit the name using the pen icon.
You can also edit and delete uplifts via the Action Tray.
Click Save Uplift List to save your changes.
Step 5: Access Saved Global Uplifts
You can find your saved uplifts via the Global Uplifts button on the Contracts page.
From here you can:
Click on a saved global uplift to view the list of applied uplifts.
Use the Plus (+) icon to display the list of uplifts applied to the setting.
Click the Edit icon to edit the global uplift settings for the selected contracts.
Editing a Saved Uplift
If you wish to add any contracts, all upcoming global uplift settings will apply to the new contracts.
If you are removing any contracts, the upcoming uplift settings will be removed from those contracts.
Editing/Deleting an Uplift from a Contract
If the Uplift on a contract is part of a global uplift, you will see options to:
Edit/Delete the uplift setting for this contract only: This will remove the contract from the global uplift list.
Edit/Delete the uplift setting for all contracts: This will update all contracts in the global uplift list with the new uplift
