Module: GR-10 Contract ManagementDocumentation Index
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Audience: All Staff
Version: 1.0.0
Last Updated: 2025-12-25
Status: Active
Overview
The Contract Management module allows you to view and track contracts relevant to your work, including vendor agreements, service contracts, and employment contracts. You can monitor contract status, upcoming expirations, and assigned obligations.Accessing Contracts
View Contract List
- Navigate to GR → Contracts in the main menu
- Use the search bar to find contracts by name, number, or party
- Use filters to narrow results:
- Status: Draft, Pending Approval, Active, Expiring Soon, Expired, Terminated
- Type: Vendor, Service, Lease, Employment, Compliance, Other
- Site: Filter by specific location
View Contract Details
- Click on any contract row in the list to open the detail page
- The detail page shows:
- Contract summary information
- External and internal party details
- Key dates (effective, expiration, renewal)
- Contract value and payment terms
- Associated documents
Understanding Contract Status
| Status | Meaning | Color |
|---|---|---|
| Draft | Contract is being prepared | Gray |
| Pending Approval | Awaiting manager approval | Yellow |
| Active | Contract is in effect | Green |
| Expiring Soon | Expires within alert threshold | Orange |
| Expired | Contract has expired | Red |
| Terminated | Contract was ended early | Red |
| Renewed | Contract was renewed (see new contract) | Blue |
Tracking Obligations
Obligations are commitments within a contract that must be fulfilled by specific dates.View Your Obligations
- On the contract detail page, select the Obligations tab
- See all obligations with due dates and status
- Filter to see only obligations assigned to you
Obligation Status
| Status | Description |
|---|---|
| Pending | Not yet started |
| In Progress | Currently being worked on |
| Completed | Successfully fulfilled |
| Overdue | Past due date, not completed |
| Cancelled | No longer required |
Tracking Milestones
Milestones mark significant events in the contract lifecycle.View Milestones
- On the contract detail page, select the Milestones tab
- See milestone timeline with target dates
- Completed milestones show completion date and notes
Milestone Status
| Status | Description |
|---|---|
| Pending | Not yet reached |
| In Progress | Currently working toward |
| Completed | Successfully achieved |
| Missed | Target date passed without completion |
| Cancelled | No longer applicable |
Receiving Alerts
The system automatically sends alerts for important contract events:Expiration Alerts
- 90 days before: Early warning for upcoming expiration
- 60 days before: Reminder to start renewal discussions
- 30 days before: Urgent renewal or termination decision needed
Obligation Reminders
- Reminders are sent before obligation due dates
- Overdue obligations generate escalation alerts
How to Receive Alerts
Alerts are sent via:- In-app notifications (bell icon)
- Email notifications (if configured)
Dashboard Overview
The GR Overview dashboard includes contract metrics:- Active Contracts: Total number of active contracts
- Expiring Soon: Contracts expiring within 30 days
- Pending Obligations: Obligations awaiting completion
- Contract Value: Total value of active contracts
Related Documentation
- Contract Admin Guide - For contract managers
- GR Overview - All GR module features
Need Help? Contact your contract manager or system administrator.