Purpose
The following guide is intended for employees who are looking to view or complete any of the following actions:
· Answer business questions using the Contracts Analysis Dashboard in the Supply Chain Dashboard
Business Questions
· What are the contracts by organization?
· Utilize the Requesting Organization filter to narrow the table to a specified organization
· View the table
· What are the contracts by entity?
· Utilize the Requesting Entity filter to narrow the table to a specified entity
· View the table
· What are the contracts containing sensitive data? (HIPPA, PII, etc.)
· Utilize the FERPA, HIPAA, PII, BAA filters to narrow the table to a specified description
· View the table
· What are the contracts by start/end date?
· Utilize the Start Date and Contract End Date filters to narrow the table to specified start/end dates
· View the table
· What are the contracts by status?
· Utilize the Status Code filter to narrow the table to a specified status
· View the table
Terminology
· Contract Header Description: Contract header is the top-level component in a contract and is used to capture contract information like number, type, parties, business unit, start date, currency etc. Contract Header description incudes further details on the contract header.
· Contract Administrator: The individual responsible for preparing, negotiating, and reviewing University contracts, including sales, purchases, and business partnerships.
· Contract Version: Contract versions are used to track and compare changes between parties, provide a common discussion reference between parties, and to enforce party-level locks to ensure both parties are reviewing the same version of a contract. A contract starts as version one.
· Contract Number: Contract number means the specific number assigned to an agreement by a service provider. This number is detailed in the corresponding contract schedule. The naming convention for a converted contract is Legacy Contract Number-CON Serialized contract Number, an example would be 22140547-Con000681 or 22141425-Con001497.
(X being the contract number from the legacy contract system) is a converted contract.
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