> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Management User Guide

> Module: GR-10 Contract Management Audience: All Staff Version: 1.0.0 Last Updated: 2025-12-25 Status: Active

**Module:** GR-10 Contract Management\
**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

1. Navigate to **GR → Contracts** in the main menu
2. Use the search bar to find contracts by name, number, or party
3. 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

1. Click on any contract row in the list to open the detail page
2. 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

1. On the contract detail page, select the **Obligations** tab
2. See all obligations with due dates and status
3. 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

1. On the contract detail page, select the **Milestones** tab
2. See milestone timeline with target dates
3. 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](./contract-admin-guide.md) - For contract managers
* [GR Overview](index.md) - All GR module features

***

**Need Help?** Contact your contract manager or system administrator.