Contracts Management

How to create, review and manage individual, multiple-award and panel contracts, while ensuring full risk mitigation.

Contracts Management - Admin Management

  • General Contract Management Settings

      The Contracts Management module is governed by several settings that can be managed by System Administrators. These settings are outlined and defined below.   Accessing...

  • Managing Contract Tabs and Registers

    When viewing a Contract record, the key details and registers are displayed under various tabs on the contract. Some tabs are always visible by default (including the 'Su...

  • Creating and Managing Contract Types

    When users add a new contract to the system, one of the first things they need to do is select a Contract Type. The contract type they select then determines: The setup ...

  • Managed Lists (Contracts Management)

    When creating and managing contract records, there are several fields where users can input information. Some are free-text fields, while others require the user to selec...

  • Changing the Initial Value on an Active Contract

      In some instances, you may need to adjust the value of a contract after it's already in an active state. Administrators can make this change. Please note this is not th...

Contracts Management - Creating and Managing Contracts

  • Introduction

    Domain Diagram A domain diagram is a structured visual representation of elementary entities of the system and the relationship between them. Standalone Contract A Standal...

  • Contract Setup

    A setup process allows you to enter contract data into the system in a clean and consistent way. This allows reporting to be precise and easy to access. This approach supp...

  • Saving and Versioning Draft Contracts

    As you work with contract drafts, saving different versions is important for tracking changes and maintaining a record of each contract iteration. Here’s how you can save f...

  • Contract Extensions

    Extensions are applicable for Standalone and Subcontract but not for Head Agreement contracts. A Head Agreement contract doesn't have any duration or value stored against ...

  • Contract Variations

      Standalone and Subcontract contracts can be varied in price, duration, terms and conditions but Head Agreement contracts can only be varied in terms and conditions. A He...

  • Adding Compliances to a Vendor

    In Advanced Contract Management (ACM), compliances can be added to a Vendor record, and then linked to one or more contracts. This can be accessed one of two ways: From the...

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Contracts Monitor

  • What is Contracts Monitor?

    Contracts Monitor is an integrated contracts solution that enables users to manage contracts for their organisation. Functionality for Contracts Monitor can either be used...

  • Inviting New Users

    The instructions below will provide an overview of how Super Administrators can invite additional users in Contracts Monitor, update details of contracts, and impersonate...

  • How to Impersonate Contracts Monitor Users

    As the Super Administrator for your Contracts Monitor (CM) enterprise, you can impersonate all registered users to manage their contracts. You have two options to imperso...

  • How to Update Details of Contracts

    As the Super Administrator of your Contracts Monitor (CM) enterprise, you can manage contracts created by all users. On the home page, click on the Switch to Enterprise ...

  • How to Create New Contracts in Contracts Monitor

    The instructions below will provide an overview of how to create new contracts in Contracts Monitor (CM). Click on the Enter a new contract link on your homepage. You ha...

  • Contracts Features

    When creating a Contract in Contracts Monitor, the Contract Owner will have the option to add a range of features, on the right side of the page to their Contract. Once ...

Advanced Contracts Integrations