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Procurement Contracts Navigation Quick Reference
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Procurement Contracts Quick Navigation
Base Script ID Test-Action Navigation
Defining Yourself as a Navigator >Others >Resource Directory>click the Tasks tab>Identify Resources link >Person Name field>Usage>Employee>Search Results>Add
PRC.1.010 as Resource>Add in Organization>Role list>Contract Administrator>Save & Close.
Contracts Resource
PRC.1.020 Create Contract Navigator >Management >Contracts>First tab on Left>Create Contract>Fill in Required Information>Contract Type will display other needed
requirements>Fill in Header Details and complete information in each Tab. Submit for Approval.
Navigator>Contract Management>Terms Library>+ to add>Fill in Mandatory Information>Create Clause Details>Optional Steps: Instructions
PRC.1.030 Creating a Clause Tab and Related Clauses tab. Submit for Approval
PRC.1.040 Creating a Variable Clause Detail Section>Insert Variables Box for either import/create new>Variable will reflect as [@___@].
PRC.1.050 Creating a Section Navigator>Contract Management>Terms Library>Task Panel>Create Section. Fill in information submit, save and close
Navigator>Contract Management>Terms Library>Task>Create Question, Constant & Rule. Rule>Conditions>add Operator (<=>). Adding all
PRC.1.060 Creating a Question and a Rule together Edit Values>Type>Condition Tab Details>+ Clause>Save & Close
Navigator>Contract Management>Terms Library>(+ create)>Fill in information>General Tab fill out>Save>Draft Status complete filling in
PRC.1.070 Creating a Term Template Information for each tab remaining. Display Content Control in Download Contract Check Box=displays Clauses after download in Microsoft
Word. Optional setup tool for Contract Expert. Submit, Save & Close.
PRC.1.080 Create Contract and Submit for Approval
PRC.1.090 Search And Amend Contracts Navigator>Contract Management>Contracts>Recent Contracts Tab>Actions>Edit Contract>Add Corrections>Validate> (Re)Submit for Approval.
Creating a 'simple' Contract (Contract Navigator>Contract Management> Contracts> Task Bar>Create Contract in Wizard> fill in details>Contract Type will have additional train stops
PRC.1.100
Wizard) or details needed>Follow Train stop after entering details>Validate (optional: E-Signature available) Save & submit for Approval.
