Managing Agreements

    You may keep track of your agreements with your service providers, such as service agreements, outlining billing terms, response times, or locations serviced, in the My Agreements page by recording your new agreements and updating existing agreements whenever changes are made to them.

    Agreement statuses in Compliance Manager are based on the start and end dates entered, and whether agreements were marked as terminated:

    • Active - Agreement is currently effective, or effective from a future date
    • Expired - The recorded end date of the agreement has been reached
    • Terminated - You marked the agreement as terminated in Compliance Manager to indicate that the agreement is no longer in effect

    Adding a New Agreement

    You may record agreements with your service providers in the My Agreements page. The start and end dates you enter determine whether the agreement is active or expired.

    Note that only after you add an agreement, you will be able to attach any required files.

    How to Add a New Agreement

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Click Add Agreement in the far right. The Add Agreement pop-up window opens.
    3. Open the Select Contractor drop-down list. A search box and the list of active service providers in your private network appear.
    4. Scroll down, and then click the name of the desired service provider. Alternately, enter the first few letters of the service provider’s name in the Search box, and in the list of service provider names that appears, click the desired service provider’s name.
    5. Enter Agreement name and Agreement description.
    6. (Optional) Enter Inclusions, Exclusions, Payment terms, Discount percentage, and Discount Days.
    7. (Optional) Enter the agreement start and end dates in the respective fields.
    8. (Optional) Enter the Agreement amount.
    9. (Optional) Open the Agreement billing cycle drop-down list, and then select the desired option.
    10. (Optional) Check the box next to Auto-renew Agreement, and then, enter the auto-renew period in the appropriate field.
    11. (Optional) In the Auto-renew Escalation section, choose Percentage, New Amount, or Negotiation, and enter the desired value in percentage or dollars as applicable.
    12. (Optional) Select Yes for buyer termination, and then enter the number of days notice required for the buyer to terminate the agreement in the Number of days required field.
    13. (Optional) Select Yes for seller termination, and then enter the number of days notice required for the seller to terminate the agreement in the Number of days required field.
    14. (Optional) Check the boxes next to the labels assigned to this agreement in the Assigned Labels section.
    15. (Optional) Enter any notes you want to include in the Notes section.
    16. Click Save. The new agreement is listed in the My Agreements page, with the applicable status.

    How to Add an Attachment to an Agreement

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Locate the desired agreement, and click Attachments at the bottom of the listing.
      Adding Attachments to Agreements
      The Attachments section expands. In case there are already any files attached to the agreement, they are listed.
    3. Click Add attachment. A pop-up appears.
    4. Click Choose File, and browse to the desired location and select the file.
    5. (Optional) Enter a description for the attachment.
    6. Click Save. The attached file appears in the Attachments section of the agreement.
    7. (Optional) To make the attachment visible to service providers:
      1. Check the box under Visible to make the attachment visible to service providers. The Change attachment visibility confirmation dialog opens.
      2. Click Save. The attached file is listed as an active attachment in the Agreements listing.

    How to Activate/Deactivate an Attachment

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Locate the desired agreement, and click Attachments at the bottom of the listing. The attachments appear at the bottom of the agreement listing.

      Activating and Deactivating Agreement Attachments
    3. To activate an inactive attachment:
      1. Click the Activate button at the far right. A confirmation dialog opens.
      2. Click Activate. The My Agreements page displays the status of the attachment as active.
      To deactivate an active attachment:
      1. Click the Deactivate button at the far right. A confirmation dialog opens.
      2. Click Deactivate. The My Agreements page displays the status of the attachment as inactive.

    Editing an Agreement

    You may edit an agreement you recorded in Compliance Manager when you modify, extend, reactivate, or terminate the agreement.

    Note that while editing an agreement, you will not be able to modify who the agreement is assigned to. In case you made the same agreement with a different service provider, you need to add it as a new agreement.

    How to Edit an Agreement

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Locate the desired agreement, and click the Edit button next to it.
    3. Modify the desired fields.
    4. Click Save.

    Terminating an Agreement

    When an agreement with a service provider is no longer effective, you may mark the agreement as terminated.

    How to Terminate an Agreement

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Locate the desired agreement, and click the Edit button next to it.
    3. Check the box next to Terminated.
    4. (Optional) Enter Termination Reason.
    5. (Optional) Enter Termination Requirements.
    6. Click Save. The agreement status displays as Terminated in the My Agreements page.

    Exporting Agreement Details Into Excel

    You may export agreements for your personal records.

    How to Export Agreements

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Select the checkboxes next to the desired agreements, or check the box next to Apply to all located in the top-left section of the main pane to select all agreements.
    3. Open the Actions for selected agreements drop-down list, and then click Export Agreements. A pop-up appears.
    4. Click Download. Details that you entered for selected agreements are downloaded to your device.

    Deleting Agreements

    You may delete agreements that you no longer require in Compliance Manager.

    How to Delete Agreements

    1. On the Compliance Summary page, click Agreements. The My Agreements page displays.
    2. Click Delete next to the agreement you want to delete. A confirmation dialog opens.
    3. Click Delete. The agreement no longer displays in the My Agreements page.