Summary

This article covers the default fields available in the configurable add vendor contract form.

Table of Contents

• Access Add Vendor Contract Form
• Default Fields
  • Status of Contract Field
  • Effective Date Field
  • Date of Expiration Field
  • Contract Description Field
  • Type of Contract Field
• Save Actions
  • Save Button
  • Save & New Button
  • Cancel Button
• Importing Vendor Contracts

Vendor Contracts are managed in CTMS by the Vendor Contract Form, one of many Configurable Forms. It is from this screen that relevant information concerning a contract signed with a vendor that is not study specific can be collected; vendor contracts that are study specific can be defined at the Study Level Contract. What is displayed on this form can be configured from CTMS Settings.

The Vendor Contract form is labeled Add Vendor Contract for a new record and Edit Vendor Contract for an existing record.

Access Add Vendor Contract Form

The Add Vendor Contract form can be reached by clicking the “Add Vendor Contract” action found in the Actions Menu on the Edit Vendor form.

The Edit Vendor Contract form for existing vendor contracts may be accessed by clicking on the vendor name in the Vendor Manager and the Edit Vendor form shall appear, then select the red arrow beside Contracts to expand the Edit Vendor sub-menu and select the contract type and effective date.

Default Fields

The Vendor Contract form contains the following fields by default:

Status of Contract Field

The Status of Contract field is a Dropdown Select Field used to identify the status of the contract. By default options available are “Pending”, “Active” and “Closed”. These options can be changed via the Status of Contract Managed List found in CTMS Settings. By default, the Status of Contract field is a required field and a black alert will fire if the Status of Contract data is not provided and the form cannot be saved until the Status of Contract data is entered. The Status of Contract field’s visibility settings cannot be changed.

Effective Date Field

The Effective Date field is a Date field, and is used to identify the date the contract is effective. By default, the Effective Date field is a preferred field and a red alert will fire if the Effective Date data is not provided.

Date of Expiration Field

The Date of Expiration field is a Date field, and is used to identify the date the contract expires. By default, the Effective Date field is a preferred field and a red alert will fire if the Effective Date data is not provided.

Contract Description Field

The Contract Description field is a Multi-line Text Field, and is used to describe the contract.

Type of Contract Field

The Type of Contract field is a Dropdown Select Field, and is used to identify the type of contract. By default options available are “CDA”, “MSA”, and “Work Order”. These options can be changed via the Type of Contract Managed List found in CTMS Settings. By default, the Type of Contract field is a required field and a black alert will fire if the Type of Contract data is not provided and the form cannot be saved until the Type of Contract data is entered. The Type of Contract field’s visibility settings cannot be changed.

Save Actions

Save Button

When the Save button is selected the data entered for the questions will be saved and the user will be directed to the Edit Vendors screen.

Save & New Button

When the Save & New button is selected the data entered for the questions will be saved and the user will be directed to a new Add Vendor Contract form.

Cancel Button

When the Cancel button is selected the data entered for the questions will not be saved and the user will be directed to the Edit Vendor screen.

Importing Vendor Contracts

This information can be imported as part of the Vendors import. Click here for more information.

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