Managing contracts

Overview

This workshop provides instruction on how to complete tasks assigned to the contract manager, link related tasks to a contract and monitor tasks related to the contract

Training level: Advanced

Participants: All LOGIQC Users who have “approval officer” status or higher permission level in the system

Duration: 60 minutes

Preparation

Related on-boarding requirement:

Pre-requisite training for this workshop:

Additional Information for Trainers

  • When scheduling this training session, participants should be advised of any pre-requisite training required prior to attending this learning session.
  • Trainer must verbally present the background and set the scene around the expected learning outcomes for this session.
  • Trainer to prepare for demonstrating key tasks to participants.

Background

The Contract register manages contractual relationships and associated compliance requirements

Expected Learning outcomes

Upon completion participants will gain the following knowledge and skills:

  • Understanding of purpose and scope of the Contract Register
  • How to complete the contract details form
  • How to upload the contract (draft or final) and associated records to the contract
  • How to restrict access to a contract
  • How to approve a new or revised contract
  • How to change the review date or other details on the contract details form once it has been approved
  • How to bring a contract under review
  • How to upload a revised contact without going through the review phase of the workflow
  • How to read the system event history relating to a contract
  • How to sort, filter and search the Contract Register

 Demonstration

How to approve a contract

How to create a related task to manage the contract

How to manage contract

How to review a contract

How to un-publish a contract

Learning Resources

These are available via the LOGIQC Client Portal

  • LOGIQC Build Workbook – for relevant standard or health service type
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