Library of System Fields
Field Name | Location | Details | Common Alternative Field Names to Consolidate | |
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1 | Activation Date | Contract | The actual date on which a workflow with the action type New generates a contract in the system | Start Date |
2 | Primary Other Party | Workflow, Contract | The vendor or provider associated primarily with the workflow, added/edited during initiation or in the header area | Vendor, Provider, Third-Party |
3 | Secondary Other Parties | Workflow, Contract | Additional vendors or providers associated with the workflow, added/edited during initiation or in the header area | Vendor, Provider, Third-Party |
4 | Contract Location | Workflow, Contract | The Organization/Entity/Site/Department nodes associated with a workflow | Entity, Site, Department, Contracting Entity, Organization |
5 | Internal Signatories | Workflow, Contract | A reference to a user |
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6 | Other Party Signatories | Workflow, Contract | A reference to a Vendor Contact associated with the Primary Other Party or Secondary Other Parties on a contract |
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7 | Primary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
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8 | Secondary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
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9 | Tertiary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
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10 | Initiator | Workflow, Contract | Reference to the user who completed the initiation page; used to set *Initiator assignments |
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11 | Expires in [X] | Workflow, Contract | Calculated badge in the Contract Library, displaying the difference in days between the current system time and the Expiration Date |
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12 | Contract Name | Workflow, Contract | Example: “Administrative Services Agreement - (AAA VENDOR/OTHER PARTY NAME) - CT11496" |
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13 | Document Categories | Workflow, Contract | Picklist common to all customers |
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14 | Attachment Categories | Workflow, Contract | Picklist common to all customers |
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15 | Contract Categories | Workflow, Contract | Picklist common to all customers |
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16 | Contract Type | Workflow, Contract | Configurable list of textual names set at the customer level |
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17 | Workflow Participants | Workflow, Contract | User names of those who participate in the workflow |
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18 | Workflow Status | Workflow | Active | Cancelled |
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19 | Contract Status | Contract | Active | Expired | Terminated |
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20 | Current Workflow Phase | Workflow | Reference to a list of named phases on the workflow template related to the current workflow |
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21 | Workflow Priority | Workflow | Normal | Critical |
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22 | Workflow Action Type | Workflow | New | Amend | Renew | Extend | Terminate |
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23 | Other Party Contacts | Workflow, Contract | Vendor or Provider contacts associated with one of the Other Parties on the contract | Vendor Contact, Primary Vendor Contact, Provider Contact |
24 | Vendor Address | Vendor | Found in the directory profile |
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25 | Vendor Credential | Vendor | Found in the directory profile |
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26 | Vendor Phone Number | Vendor | Found in the directory profile |
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27 | Vendor Specialty | Vendor | Found in the directory profile |
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28 | Vendor Website | Vendor | Found in the directory profile |
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29 | Provider Address | Provider | Found in the directory profile |
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30 | Provider Credential | Provider | Found in the directory profile |
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31 | Provider Phone Number | Provider | Found in the directory profile |
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32 | Provider Specialty | Provider | Found in the directory profile |
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33 | Provider Website | Provider | Found in the directory profile |
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34 | Attachments | Workflow, Contract | The attachments added to a workflow |
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35 | Cancellation Reason | Workflow | The cancellation reason a user enters when canceling a workflow |
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36 | Critical Reason | Workflow | The reason a user enters for changing the priority (Critical badge) on a workflow |
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37 | Workflow Start Date | Workflow | When the system logged the creation of a workflow |
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38 | Workflow Activation Date | Workflow | When the system logged the completion of the Activation Phase of a workflow |
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39 | Auto Renewal | Workflow, Contract | Yes | No |
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40 | Renewal Term Months | Workflow, Contract | The length of individual term of the underlying contract between renewal events | Renewal Term (Months), Renewal Period, Renewal Term (Weeks) |
41 | Renewal Times | Workflow, Contract | The number of planned times a contract is expected to auto-renew as listed in the underlying Term language |
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42 | Evergreen | Workflow, Contract | Yes | No |
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43 | Renewal Notice Days | Workflow, Contract | The notice period before a renewal event that a party must give the other party if intending not to renew |
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44 | Effective Date | Workflow, Contract | The actual legal effective date listed on the underlying Contracts, usually the date of the signature |
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45 | Expiration Date | Workflow, Contract | The date on which the underlying Contract is no longer active, whether due to lack of renewal or termination for cause or convenience |
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46 | Organization | Workflow, Contract, Vendor, Provider | The organization to which a particular contract, workflow, or user belongs |
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47 | Contract Description | Workflow, Contract | An open text field for up to 2000 characters of descriptive text |
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48 | Original Term | Workflow, Contract | An open text field entry space for up to 10,000 characters of crucial contract termination data from the legacy system; cannot be reported upon, cannot be applied to trigger behavior |
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49 | Linked Contracts | Workflow, Contract | A reference to one or more other contract records |
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50 | Item | Asset | Asset-related text entry |
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51 | Serial Number | Asset | Asset-related text entry |
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52 | Date Acquired | Asset | Asset-related text entry |
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53 | Physical Location | Asset | Asset-related text entry |
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54 | Cost | Asset | Asset-related text entry |
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55 | Description | Asset | Asset-related text entry |
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56 | Comments | Asset | Asset-related text entry |
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57 | Name | Asset | Asset-related text entry |
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58 | Asset | Asset-related text entry |
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59 | Preferred Phone | Asset | Asset-related text entry |
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60 | Street 1 | Asset | Asset-related text entry |
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61 | Street 2 | Asset | Asset-related text entry |
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62 | City | Asset | Asset-related text entry |
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63 | State | Asset | Asset-related text entry |
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64 | Zip | Asset | Asset-related text entry |
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65 | Subject | Critical Date | Critical Date text entry |
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66 | Date | Critical Date | Critical Date date entry |
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67 | Repeat | Critical Date | Numeric set from dropdown |
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68 | Alerts | Critical Date | Child entity of the Critical Date with how many days/weeks/months before/after the Critical Date |
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69 | Alert Recipients | Critical Date | User references to establish recipients of a critical date alert |
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70 | Estimated Annual Value | |||
71 | Estimated Monthly Value | |||
72 | Estimated Total Value | |||
73 | Other Information |