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      Creating a New Scope of Work in C-Link

      This guide provides step-by-step instructions on how to create a new scope of work in C-Link.

      Estimated Read Time: 2 Minutes ⏱

      It is recommended that you familiarise yourself with the Company Assets and Document Creator sections before proceeding with this guide.

      Sections in this Article:

      🖥️ Accessing Scopes of Work

      To begin creating a new scope of work:

      1. Navigate to Company Assets:
        • Access the "Company Assets" section from your main menu.
      2. Open Scopes of Work:
        • Click on the "Scopes of Work" folder.
      3. Standard Scopes:
        • With a standard C-Link subscription, you will have access to 20 standard scopes of work.

      📄 Creating a New Scope of Work

      To create a new scope of work:

      1. Select Existing Scopes:
        • Review existing scopes such as "Roofing" or "Roofing Hotel".
      2. Create New Scope:
        • Click to create a new scope of work. For example, "Roofing Single Ply".
      3. Edit Template:
        • Click the "Edit Template" button to open a blank template.

      ✏️ Customising the Scope of Work

      Follow these steps to customise your scope of work:

      1. Edit the Template:
        • Start filling in the specific details for the new scope of work.
        • For instance, use the standard roofing template as a base and modify it for "Single Ply".
      2. Customise Details:
        • Change the text to suit your specific needs. For example, rename sections to "Single Ply Roofing".
      3. Fine-Tune the Scope:
        • Adjust and customise the content to make it very package-specific.

      💾 Saving and Using the Template

      After customising the scope of work:

      1. Save Changes:
        • Press "Save Changes" to create the new template.
        • This template will now be available in the Document Creator.
      2. Using the Template:
        • The next time you create a tender or contract document, the new scope of work will be available for selection.

      Summary ✅

      This guide has outlined the process for creating a new scope of work in C-Link. Following these steps ensures your templates are tailored to your specific requirements and easily accessible for future projects.

      🎥 Full Walkthrough Video

      For a comprehensive guide, watch the full walkthrough video below: