Archive Contract Management

Archive Contract Management

In the Archive, you will find an overview of all contracts in which you have been involved, either as a contract owner or as a contract participant. An application administrator can typically access all contracts by default.

From the overview, you can see the status of a contract. By clicking on the contract, you can view all the details of the contract. Depending on the settings, you may be able to edit the contract, evaluate it prematurely, and link contract participants directly from the overview.

View Contract

By clicking on a contract in the Archive, you can view all the details of the contract. Below is an instruction for each action you can perform here:

Edit

Contracts with the status "Active" can be edited from the Archive. For a detailed explanation of the options, see the page "Registration." Depending on the settings in your environment, a contract may need to be reevaluated. In this case, a warning will appear at the top of the screen. When you save the contract after editing, it will have the status "To be sent." In the Archive overview, a button "Send" will appear at the top. Clicking on this button will display a list of all contracts that need to be resent for evaluation after a change in the archive. Check the contracts you want to send and click the button at the top of the screen to send them to the contract owner.

Mutation Overview

By clicking on the "Mutation Overview" button, you can see when the contract was processed by whom and what changes were made.

Participant Overview

By clicking on this, you will see an overview of all employees who are (or have been) involved in this contract.

Ask for Opinion

By clicking on the "Ask for Opinion" button at the top, you can send a question to a colleague or external contact regarding the contract. The correspondence about this will be visible to everyone involved in the contract.

Show Current Code

If set up, you will see the code of the linked obligation here. If the obligation is selected when coding an invoice, this code will be automatically filled in the relevant fields. You can edit the code of the linked obligation from this page.

Replace Document

By performing this action, the old document will be added as an attachment, and the new document will be displayed in the view next to the contract details.

Evaluate Contract

From the Archive, you can evaluate contracts prematurely. When evaluating, you can only indicate that the contract should be terminated.

When you appoint someone as a contract participant, you give them permission to view this contract in the Archive. Additionally, this person will receive notifications about status changes.

The first step you need to go through is linking groups:



By linking a group, you can assign all employees belonging to that group as contract participants at once. You can skip this step by not selecting any group and clicking on "Save and Next." After linking groups, you will have the option to add individual employees as contract participants.

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