Summary

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

Table of Contents

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

Vendor Study Level Contracts are managed in CTMS by the Study Vendor Contract form, one of many Configurable Forms. Relevant information concerning a study-specific vendor contract can be stored here. Vendor contracts that are not study specific can be defined at the vendor level. What is displayed on this form can be configured from CTMS Settings.
The Vendor Study Level Contract form is labeled Add Vendor Study Level Contract for a new record and Edit Vendor Study Level Contract for an existing record.

Add Vendor Study Level Contract Form

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

Default Fields

The Vendor Study Level Contract form contains the following fields by default:

Type of Contract Field

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

Effective Date Field

The Effective Date field is a date field 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 used to identify the date the contract expires.
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 used to describe the contract.

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.
The Status of Contract field is a required field and a black alert will fire if the Status of Contract data is not provided. The form cannot be saved until the Status of Contract data is entered.

Save Actions

Save Button

When the Save button is selected the data entered for the questions will be saved.

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 Study Level Contract form.

Cancel Button

When the Cancel button is selected the data entered for the questions will not be saved.
 

Access Vendor Study Level Contract Forms

Once a Vendor Study Level Contract form is saved, the form can be accessed in the Vendor sub-menu, under the Vendor Contract & Budget sub-menu. The form will be named based on the Type of Contract and the Effective Date.

Importing Vendor Study Level Contracts

This information can be imported as part of the Study Sites Import. Click here for more information.

Need more help?

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