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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

Email

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

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