Work Group – The Work Group is the Department or Office in which the roles are assigned. Users are set up to a specific Work Group related their department or office.
Contract Type – The type of contracts the Contract Manager may create. Contract Types assist in driving the approval workflow of the system. First/Second Party –The system will default to SFA as the First Party. The Second Party is typically the party with which SFA is going to do business.
Workflow – The workflow is the process by which approvals and signatures are obtained. The workflow is driven by Contract Type, Work Group, and custom questions which appear during the “Create Contract” process. The module will automatically direct the contract to the appropriate approvers based on how the contract is set up, and how the questions are answered.
Contract Manager –A module user assigned to create/edit/manage contracts within a Work Group.
Contract Approver – This user may approve contracts in workflow but may not create or edit contracts without also being assigned the Contract Manager role. The Contract Approver role is similar to the approver role in the Requisitioning module of JacksBuy.
Contract Stakeholder – This user may view contracts in their assigned work groups but may not create or edit contracts
Contract Status:
Draft – Contract file has been created and Contracting Specialist is updating the document and preparing to route it for signature
Executed: In Effect – The contract has been signed by both parties and is fully executed.
Executed: Future – The contract has been signed by both parties and is fully executed but will start on a future date.
Internal Review - The contract is in the Rounds stage and is being negotiated internally
External Review - The contract is in the Rounds stage and is being negotiated externally.
Out for Signature – The contract has completed negotiation and has been sent to both parties for signature