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:

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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