Library of System Fields
Field Name | Location | Details | Common Alternative Field Names to Consolidate | |
|---|---|---|---|---|
| 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 |
|
| 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 |
|
| 7 | Primary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
|
| 8 | Secondary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
|
| 9 | Tertiary Responsible Party | Workflow, Contract | A user name designated as a Responsible Party who will appear in the Contract Library |
|
| 10 | Initiator | Workflow, Contract | Reference to the user who completed the initiation page; used to set *Initiator assignments |
|
| 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 |
|
| 12 | Contract Name | Workflow, Contract | Example: “Administrative Services Agreement - (AAA VENDOR/OTHER PARTY NAME) - CT11496" |
|
| 13 | Document Categories | Workflow, Contract | Picklist common to all customers |
|
| 14 | Attachment Categories | Workflow, Contract | Picklist common to all customers |
|
| 15 | Contract Categories | Workflow, Contract | Picklist common to all customers |
|
| 16 | Contract Type | Workflow, Contract | Configurable list of textual names set at the customer level |
|
| 17 | Workflow Participants | Workflow, Contract | User names of those who participate in the workflow |
|
| 18 | Workflow Status | Workflow | Active | Cancelled |
|
| 19 | Contract Status | Contract | Active | Expired | Terminated |
|
| 20 | Current Workflow Phase | Workflow | Reference to a list of named phases on the workflow template related to the current workflow |
|
| 21 | Workflow Priority | Workflow | Normal | Critical |
|
| 22 | Workflow Action Type | Workflow | New | Amend | Renew | Extend | Terminate |
|
| 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 |
|
| 25 | Vendor Credential | Vendor | Found in the directory profile |
|
| 26 | Vendor Phone Number | Vendor | Found in the directory profile |
|
| 27 | Vendor Specialty | Vendor | Found in the directory profile |
|
| 28 | Vendor Website | Vendor | Found in the directory profile |
|
| 29 | Provider Address | Provider | Found in the directory profile |
|
| 30 | Provider Credential | Provider | Found in the directory profile |
|
| 31 | Provider Phone Number | Provider | Found in the directory profile |
|
| 32 | Provider Specialty | Provider | Found in the directory profile |
|
| 33 | Provider Website | Provider | Found in the directory profile |
|
| 34 | Attachments | Workflow, Contract | The attachments added to a workflow |
|
| 35 | Cancellation Reason | Workflow | The cancellation reason a user enters when canceling a workflow |
|
| 36 | Critical Reason | Workflow | The reason a user enters for changing the priority (Critical badge) on a workflow |
|
| 37 | Workflow Start Date | Workflow | When the system logged the creation of a workflow |
|
| 38 | Workflow Activation Date | Workflow | When the system logged the completion of the Activation Phase of a workflow |
|
| 39 | Auto Renewal | Workflow, Contract | Yes | No |
|
| 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 |
|
| 42 | Evergreen | Workflow, Contract | Yes | No |
|
| 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 |
|
| 44 | Effective Date | Workflow, Contract | The actual legal effective date listed on the underlying Contracts, usually the date of the signature |
|
| 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 |
|
| 46 | Organization | Workflow, Contract, Vendor, Provider | The organization to which a particular contract, workflow, or user belongs |
|
| 47 | Contract Description | Workflow, Contract | An open text field for up to 2000 characters of descriptive text |
|
| 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 |
|
| 49 | Linked Contracts | Workflow, Contract | A reference to one or more other contract records |
|
| 50 | Item | Asset | Asset-related text entry |
|
| 51 | Serial Number | Asset | Asset-related text entry |
|
| 52 | Date Acquired | Asset | Asset-related text entry |
|
| 53 | Physical Location | Asset | Asset-related text entry |
|
| 54 | Cost | Asset | Asset-related text entry |
|
| 55 | Description | Asset | Asset-related text entry |
|
| 56 | Comments | Asset | Asset-related text entry |
|
| 57 | Name | Asset | Asset-related text entry |
|
| 58 | Asset | Asset-related text entry |
| |
| 59 | Preferred Phone | Asset | Asset-related text entry |
|
| 60 | Street 1 | Asset | Asset-related text entry |
|
| 61 | Street 2 | Asset | Asset-related text entry |
|
| 62 | City | Asset | Asset-related text entry |
|
| 63 | State | Asset | Asset-related text entry |
|
| 64 | Zip | Asset | Asset-related text entry |
|
| 65 | Subject | Critical Date | Critical Date text entry |
|
| 66 | Date | Critical Date | Critical Date date entry |
|
| 67 | Repeat | Critical Date | Numeric set from dropdown |
|
| 68 | Alerts | Critical Date | Child entity of the Critical Date with how many days/weeks/months before/after the Critical Date |
|
| 69 | Alert Recipients | Critical Date | User references to establish recipients of a critical date alert |
|
| 70 | Estimated Annual Value | |||
| 71 | Estimated Monthly Value | |||
| 72 | Estimated Total Value | |||
| 73 | Other Information |