Contract Summary Page

About the Contract Summary Page

• When a contract is activated, the information gathered from the workflow is moved to the contract summary page.

• Contract summary pages are unique for each contract. Regardless of how many or what type of workflows are initiated for the workflow, each contract will have only one contract summary page.

• You can access a contract’s contract summary page via Explore > Contracts, then clicking on the contract.

• The contract header displays contract information that is unlikely to change, including the organization, contract categories, contract type, contract description, Primary Other Party, Secondary Other Party, and Contract Locations.

Actions that can be Performed from the Contract Summary Page

Several actions can be performed directly on the contract summary page.

From the top of the page:

• Link the contract to another contract

• Initiate a workflow

• View previous versions of the contract (by clicking the caret next to the contract name)

From the contract header:

• Add, edit, or delete the contract description

• View the Primary and, if applicable, the Secondary Other Party (clicking the link will redirect to the vendor or provider profile)

From the contract accordion:

• Add, edit, or delete comments

• Tag users in comments

• Add or delete Other Party Contacts

• Designate Responsible Parties

• View Signatories

• View, download, or sort document versions

• Manage permission overrides

From the Summary tab:

• View key terms

• View and edit custom field values

From the Custom Fields tab:

• View custom fields

• View and edit custom field values

From the Documents tab:

• View and download documents

• View document history

From the Attachments tab:

• View, edit, upload, download, or delete attachments

From the Critical Dates tab:

• View, edit, or complete existing critical dates

• Add critical dates

From the Assets tab:

• View and add assets

From the Compliance tab:

• View compliance questions and answers

• Answer compliance questions

From the Workflow Activity tab:

• View previous and current workflows

From the Timesheets tab:

• View current timesheets

• Initiate and schedule timesheets

• Manage scheduled timesheets

From the Pulse Check tab:

• View, start, manage, and cancel Pulse Check surveys

From the Contract History tab:

• View a list of all workflows associated with the current version of the contract

• View all workflows for the contract in an interactive timeline