On the Contracts dashboard, you can click the details icon to view your contract details. You will see one of two different icons, the default details icon or the at risk icon letting you know if your contract is at risk for any reason. You can also run your mouse over the info icon to get a quick glance at your contract details. This will allow you to view important information quickly, without the need to navigate to another screen.
You can navigate to the contract details page by either clicking the details icon shown above, or by clicking View Contract Details on the Actions menu in the grid.
At Risk
If your contract is at risk, you will see a large orange warning box at the top of the Details tab on the contract details screen. This warning box will tell you what items require your attention.
Currently, your contract will be flagged as at risk if:
You are missing any of the required documents: Contract/Agreement, Pricing, BAA, or Liability Insurance.
Your contract is pending auto renewal approval
Your contract Vendor Cancellation Notification is due within 30 days
Documents
Any documents attached to this contract can be viewed here. If you click on the blue Preview Document link, you can view the PDF with the inline document viewer.
Notes
The notes tab is available if you need to capture any information about the contract or the vendor. You can categorize the type of interaction for future reference. You may also upload a file related to the note.
Example: You may want to enter a note about Delivery Issues and attach an email thread that you had with the vendor.
Notes can also be viewed on the contracts dashboard. You will either see a greyed-out icon if the notes are empty, or a blue icon if notes are available. You can run your mouse over the icon to quickly view any notes added to the contract.
Pending
The Pending tab will list any work items that have been assigned to this contract. You can take action on these work item cards under this tab.
The different type of Pending items that you will see are:
Contract Pending
Document Requests sent to the vendor
Contract Termination
Linked Contracts
You can link contracts together for historical reference. If you created a contract by linking from another contract, that link will be shown on this tab.
History
RFX will maintain an audit history of modifications to this contract, which can be viewed in this tab in chronological order.