GuardianERM.Net Help [Vendor Management]

GuardianERM.Net Help Table of Contents

Contract Management Plan

Module: Vendor Management

Purpose: To track workflow and compliance for a vendor contract

To Access: Contract Management - Contract Management Plan

The Contract Management Plan screen is a convenient place to manage contract related compliance tasks that are optionally tracked via the Workflow module.

Each item requires the following details:

Item label/title - a short title for the task
Description - a longer description helping to explain what is required
Officer - the person responsible for the task. This can be selected from existing Guardian users
Officer's email
Frequency - how often does this task need to be completed?
Alert days before - the number of days before due that the workflow system will send the first alert email
Next due date - manually entered at first, then automatically maintained by the Compliance module
Active / View / Complete - check the Active box if the item is active. The View link button will display the item in the Compliance module. The Complete link opens the Compliance item for completion.
Date last completed
Status - Up to date or Overdue

To add a new item click on the grey "Item label" field of the line at the bottom of the list, and fill in all the required fields.
Use [Tab]/[BackTab] or the mouse to move between the fields.

When an item is added or changed, the Save and Cancel buttons are shown. Click on the Save button to save your changes. Use the Delete button to remove an item.

NB. By default, the compliance items created in the Vendor Management module are visible to users who have the relevant access to the Compliance module.
To hide these items in the Compliance module, a system Administrator must add/edit the 'ComplyHideVendorItems' system parameter to 'true'. (See System Parameters)