Overview

An extensive number of steps are required when initiating and developing a new contract request. These request begin by creating a draft and sending for approval. ProcurementPath has two ways to begin initiating a contract request; through the portals, or through service management.

Procedure

Through the ProcurementPath Portal

  1. Open the ProcurementPath Portal with the service management navigator.

  2. Select New Contract Request.

  3. Select the request type in the service catalog.

  4. New Request


  5. Fill out the form information.

  6. Press Submit and press the view contract notification link.

Contract Information

Field
Description
Number
Generated Identifier.
Location
Location of creation.
Requestor Name
Requestor’s name.
Department
Contract Department
Fiscal Year
Fiscal years of the contract.
Products and Services
Category of the contract (product, service, both).
Contract Start Date
Contract Starting date.
Contract End Date
Contract Ending date.
Total Project Value
Total value of the project.
Required Documents
List of required documents for the contract.
Documents Included
Check if documents are included with contract.
Master Contract
Number of parent/master contract
Type
Type of contract.
Priority
Contract priority.
Risk
Contract risk level.
State
Contract Request state.
Status
Status of the current state.
Designation
Request designation.
Workflow
Master workflow.
Required Market Research
List of required market research for contract.
Market Research Completed
Check if market research was completed prior to request.
Short Description
A short description of the contract.
Description
A full description of the contract.

Management

Field
Description
Contract Analyst 1 – 3
Users assigned to contract analysis.
Contracts Manager
Manager group for the contract.
Contract Group
Group assigned to the contract.
Assigned to
Specific user assigned to the contract.
Read
List of users with read access.
Write
List of users with write access.

Approver

Field
Description
Approval
Status of approval.
Contract Approval Group
Group who can approve contract.

Contract Info

Field
Description
Synopsis
Synopsis description
Synopsis Posting
Synopsis posting description
Special Terms
Special contract terms
Terms (months)
Term length.
Option Period End Date
Option ending date.
Issuing Contracts Organization
Issuing contracts organization
Contract Option Periods
Options period date.

Contract Notes

Field
Description
Work note list
Contract Notes.
Activity
Activity timeline.

Buttons

Field
Description
Check in / Check out
Button to check in / check out the request for changes.
Request Approval
Notify approvers of status change request.

Through Service Management

  1. Select Stave Procurement Path > Contract Request > New Contract Request

    The new contract information record displays the same input information as the portal.

  2. Once the form information is completed, press Submit to save the request as a draft, or press Request Approval to send a notification to the approver group.