How to create and edit Shared Benefits

Last updated by Tom Inglis on July 16, 2019 13:49

Shared Benefits are intended to be used when your organisation has one or more Benefits that are to be used in more than one Contract.

Some organisations refer to this as their Community Benefits "menu", "framework", or "calculator". If you have not developed your own, you can find freely available examples on the internet here and here, or we can introduce you to customers who are happy to share theirs with you.

They are divided into two parts - the parent part, and the child part which is specific to a particular Contract.

Creating Shared Benefits

To create the parent part, click on Create, then on Shared Benefit.

You can fill out the following fields:

Outcome (Required): The title or purpose of the Benefit.

Description: A more detailed description of what is expected and how it is to be delivered.

Benefit Category (Required): A filter which you can define. Some organisations refer to this as a "theme".

Outcome Inventory (Required): The number of Benefits of this type that can be created. You can use this to impose limits on Shared Benefits, to ensure that you deliver a good mix of Benefits in your Contracts. If you don't want to use this feature, you can just enter a very high figure in this box.

Outcome Priority: A filter which allows you to specify the priority with which you want Shared Benefits to be considered by your colleagues when selecting them for a Contract. The fields are Critical, High, Medium, Low.

To create the child part, click on Create, then on Benefit, then on Select Shared Benefit. More information about this option is found here.

Editing Shared Benefits

To edit the parent part, click on Edit, then on Shared Benefit. All of the fields are the same as those outlined above

To edit the child part, click on Edit, then on Contracts, then on the Contract you want, then on Benefits, then on the Benefit you want.