Creating and Managing Instructions on C-Link

This guide provides step-by-step instructions on how to manage post-contract activities using C-Link.

Sections in this Article:

💼 Navigating Post-Contract Tools
📄 Creating and Managing Instructions
📊 Tracking Variations and Final Account Forecast
🎥 Full Walkthrough Video

💼 Navigating Post-Contract Tools

To begin managing post-contract activities for your project, follow these steps:

1. Log into C-Link:
   • Navigate to your C-Link dashboard.
2. Access Your Specific Project:
   • Select the project you wish to manage, for example, Gate Apartments.
   • On the project dashboard, you will notice tools are divided into two categories:
     • Procurement Phases: These include the project plan, procurement tools, and project documents.
     • Post-Contract Tools: Includes Instructions and Variations, NCRs (Non-Conformance Reports), and Forecast Final Account.

📄 Creating and Managing Instructions

To create and manage instructions within your project, proceed as follows:

1. Access Instructions and Variations:
   • Click on the Instructions and Variations section under Post-Contract Tools.
2. Create a New Instruction:
   • Press Add New Instruction.
   • Select the relevant subcontractor from the list. These will be subcontractors with an existing contract.
   • The system will automatically connect the instruction to the relevant package.
   • Enter a description of the instruction, for example, "Add a new room to the east elevation" or "Additional muck away required – 2 loads."
   • Input the agreed rate from the contract, such as £400 per load, or leave it to be valued at a future date.
   • Upload any relevant files or documentation to support the instruction.
3. Save and Send the Instruction:
   • Once the details are entered, you can save the instructions as a draft or preview them to see how they will appear as a PDF.
   • Press Save and Send Instruction to issue it to the subcontractor.
   • The system will then log the instruction in the Instructions and Variations tab, which shows all instructions with their respective dates and statuses.

📊 Tracking Variations and Final Account Forecast

To track variations and manage the final account:

1. Track Instructions and Variations:
   • After sending an instruction, it will appear in the Instructions and Variations tab.
   • The tab will display all instructions sent for the project, including dates and recipient details.
   • As agreements are made, the status of each instruction will be updated accordingly.
2. Prepare for Future Updates:
   • In future steps, you can manage NCRs and further track how these feed into your Forecast Final Account.

Summary ✅

This guide has outlined the process for managing post-contract activities in C-Link, including creating and managing instructions, tracking variations, and preparing for final account forecasting. By following these steps, you can efficiently manage your project's financial and operational aspects post-contract.

🎥 Full Walkthrough Video

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