Questions

Questions are used throughout Contract Management and have important purposes:

  • Questions give additional information that relates directly to a contract. For example, you want to know if a supplier has the appropriate contractor license for the state in which you want them to construct a building. A sample question is: "Do you have a valid license in the state of New York?"

    These types of questions do not affect the text of the contract.

  • Predetermined questions are used in the interview process. By answering a set of questions, you can create a contract. The answers that you give determine the text on the contract. Specifically, articles and terms are assigned to the questions or the answers to questions. When an answer is given, the articles and terms that are attached to the question are attached to the contract that is created from the interview.

During setup, you make decisions about each question. You decide whether it can be used in an interview, whether an answer is required, and whether there is a single correct answer for the question.

If a question will be used in the interview process, you must assign it a contract type and classification, and the question must be active. If an answer is required, then the answer must be given before the contract is released or activated. This is assuming that terms and conditions exist for the question. Similarly, if a correct answer to the question is required, then answer must be given before the contract is released or activated.

Finally, if a correct answer to the question is required, then the contract text is not created from the interview until the correct answer is given. That is, the contract record is created, but no terms and conditions can be generated.