Managing clause categories (VIC)

This article applies only to Victoria reviews.

The VIC Clauses tab of the Library holds the clause categories Curia uses to organise the clauses in a VIC contract. In accounts that operate in both states the tab is labelled VIC Clauses; in VIC-only accounts it is labelled Clauses. Open it from Settings > Library.

Each category sets how its clauses are matched during processing, when they appear in the report by default, the recommendation that applies, and a risk level. Curia ships a full set of default categories; you can adjust their settings and add your own.

How clause categories work

Curia matches every General Condition and Special Condition clause to a category during processing, and the category’s settings apply on the Clauses tab of the review: the default visibility, and any recommendation.

The categories table

The table lists every category with its Category name, Description, and Visibility (the default visibility mode).

The row action menu offers:

• Edit - change the category’s settings.
• Delete - remove a category. Only custom categories you added can be deleted; Curia’s default categories can be edited but not removed.

Editing a category

Click a category to open its settings. On Curia’s default categories the Category name and Description are fixed; on custom categories you add, both are editable. The rest can be changed on any category:

• Default visibility - when clauses in this category appear in the report. See Default visibility below.
• Amendment rules - the first active rule that matches a clause adds its recommendation and shows the clause in the report. Each rule pairs an Amendment request for vendor’s solicitor with a Recommendation for client, and can be turned off with its Active checkbox. Add one with the + Add rule button.
• Risk level - Normal, Medium or High, applied to clauses in the category.
• Comment - a comment for the client when a clause in this category is added.

Click Save Category to apply your changes to future reviews.

Default visibility

The Default visibility setting controls when a clause in the category appears in the report, before any recommendation or manual override. It has four options:

• Always show - clauses in this category always appear.
• Show when detected in Special Conditions or non-standard GC - appears when the clause is a Special Condition, or when it is a General Condition and the general conditions are not a recognised standard form. General Conditions in this category stay hidden when the general conditions are a recognised standard form.
• Show when detected in Special Conditions - appears only when the clause is a Special Condition. A General Condition in this category stays hidden by default.
• Never show - clauses in this category never appear by default.

Two cases override the default on the review: a clause that matches an amendment rule is always shown, and a General Condition deleted by a Special Condition is hidden so the change isn’t shown twice. On the review, the Visibility toggle on each clause card overrides the default for that contract.

Standard-form detection

Whether the general conditions are a recognised standard form is detected automatically, from the vendor’s warranty that they match one. It feeds the Show when detected in Special Conditions or non-standard GC mode above. When Curia can’t find that warranty, the review’s Clauses tab shows a Standard-form vendor warranty not detected warning. See Clauses.

Adding a custom category

Click Add custom Category to open a blank form. Give it a Category name and Description, set the Default visibility, add any Amendment rules, and set a Risk level if it applies.

FAQ

Do changes to a category affect existing reviews?

No. Changes apply to future reviews only. Reviews already open keep the settings they had when they were started.

Can I delete a default category?

No. Curia’s default categories can be edited but not removed; only custom categories you added can be deleted. To stop a default category’s clauses appearing in the report, set its Default visibility to Never show.

Where do the clause recommendations come from?

From the amendment rules on the category. To change the wording for every future review, edit the rule here; to override on a single review, edit the recommendation on the clause card.