Select the button to setup the contract management module
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Access the Contract Setup page
1.3.
Select button to add additional contract categories to manage vendor contracts
Add a new category:
1.4. 1.5.
Select the button to create a new category and just add e.g. description : Travel Select to save or to cancel
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Delete a category
1.6.
Select link next to category
2.
Create or update a vendor record
2.1.
Access the Contract Management page
2.2.
Select the vendor and then the button
Access the Vendor Information page and complete the vendor information
*(Not all the fields are required, but it would be beneficial if you insert as much information as possible). 2.3.
Select button to save detail or to cancel and return to previous screen.
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2.4.
Once saved, you will see the button at the bottom of the page. Select if you want to add a contract to the vendor record.
Access the Vendor Contract Details page 2.5. 2.6.
Complete the page and upload a copy of the contract if available. Allocate access to the contract and vendor to co-workers on this page
2.7. 2.8. 2.9.
Select to save the information Select to access the Vendor Information page Select on the menu bar to access the home page
3.
Create a contract record for a vendor
Access the Contract Management page
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3.1.
3.2.
Search for the vendor under view existing vendor/contractor/temp employee by entering and/ or selecting the selecting button Select link next to vendor information to add new contract
Access Vendor Contract Details page
3.3. 3.4. 3.5.
Enter information and upload contract if available Allocate access to co-workers to view contract and vendor Select to save the information
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4.
View, edit and delete a vendor record
Access the Contract Management page
4.1. 4.2.
Search for the vendor by entering the vendor name View details in the summary table where you will be able to do the following: view/edit/delete/view contract/new contract
5.
View, edit and delete a contract record
5.1.
Under view existing contracts enter the and select
5.2.
View details in the summary table where you will be able to do the following: view/edit/delete records
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6.
Add co-workers to view a vendor/contractor and contract
6.1. 6.2.
Access the Contract Management page Under view existing contracts enter the and select
View the contracts for the vendor in the table
6.3. 6.4.
Select to access the Vendor Contract Details page Scroll down to section Access to vendor and contract records
6.5. 6.6.
Enter co-worker names (They have to be on the organizational structure and have access to the contract management module) Select at bottom of page to save
7.
Create a contractor/temp employee record
Use the same process as creating a vendor record but select contractor or temp employee as vendor category and complete record and contract pages
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8. View Contract Reports Access the Contract Management page
8.1.
Select button to view contract management reports
Access the Contract Management report page
Select link to list a combination of both Vendor/ supplier and employee reports Select link to view only Vendor/ Supplier reports Select link to view only employee reports
