Setting up contract groups for evaluations

  1. Select Contracts > Processing And Reporting.
  2. In the Contract Evaluations panel, click Contract Group Setup.
  3. Open a contract group or click Create.
  4. Select a Contract Group to set up.
  5. On the Setup tab, specify this information:
    Use Entity For Evaluations
    Select this check box if you are attaching an entity to a contract and using the entity to create evaluations. Entities can be any organizational structure within a company. After you select this check box and complete the contract group setup, you can access Evaluation Entities.
    Can Amend Contract Evaluation When Completed/ Approved
    Select this check box to enable amendments for contract evaluations even after the contract is processed.
    Append Due Date To Contract Evaluation Description
    If you select this check box, the description of the contract performance evaluation is populated with the main description from the created evaluation, the description from the evaluator, and the due date of the evaluation.
    Default Evaluation Yellow Alert Days
    Specify the number of days before the evaluation due date when a yellow alert reminder is automatically sent to the evaluator.
    Default Evaluation Red Alert Days
    Specify the number of days before the evaluation due date when a red alert reminder is automatically sent to the evaluator.
    Default Evaluation Approval Yellow Alert Days
    Specify the number of days before the approval date when a yellow alert reminder is automatically sent to the approver.
    Default Evaluation Approval Red Alert Days
    Specify the number of days before the approval date when a red alert reminder is automatically sent to the approver.
    Default Evaluation Number Of Days
    Specify the number of days to add to the Notification Date to calculate the evaluation due date.
    Default Evaluation Approval Number Of Days
    Specify the number of days to add to the Notification Date to calculate the approval date. You must also select the Calculate Approval Date From Submitted Date check box.
    Calculate Approval Date From Submitted Date
    Select this check box to use the number of days that you specify in the Default Evaluation Approval Number Of Days field to calculate the approval date. If you clear this check box, the Notification Date is used as the default approval date.
    Auto Create Evaluations When Contract Extended
    Select this check box to automatically create an evaluation on a contract when you change the Expiration Date of that contract to a later date.
    Evaluation Approver Required
    Select this check box to require all contract evaluations that are created to have an approver selected.
    Do Not Notify Or Remind Or Create If Contract On Hold
    Select this check box to prevent the processing of contract evaluations on a contract if the contract is on hold.
  6. Optionally, configure the email subject and email content templates of notifications for contract evaluations on the Email Configuration tab.

    This list shows the email notifications you can configure:

    • Evaluation Notification
    • Initial Approval Notification
    • Evaluation Reminder
    • Approval Reminder
  7. Click Save.