Accessing DD requests that are in the contract risk process

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 1 minute to read

    • You can view the contracts associated with each engagement or third party and alongside detailed information such as the expiration, start date, end date, and state. You can also manage and update contract processes.

    Accessing contract information

    1. Select Workspaces > Vendor Management Workspace.
    2. On the Risk tab, select the home page icon (Home page icon.).

    3. In the Third-party risk overview section, select any number in a box to open the list of third parties or engagements with that value.

    4. Select a third party or engagement name to open all tabs for the item and then select the Contracts tab.

      Access contracts for a third party or engagement.

    5. Select a Contract number to view detailed information.

    Viewing the list of contracts

    Table 1. Contracts tab
    Column Description
    Contract Number Assigned ID for the contract. The unique ID is used in all references to the item. You can use the ID to search or filter for the item that you want to work on.
    Name Brief description of the purpose of the contract.
    Start date, End date Dates for the beginning and end of interactions with the engagement.
    State Current state of the contract: Draft, Active, Expired, or Cancelled.
    Substate Current substate of the contract: Extension Active, Renewal Active, Awaiting Review, Under Review, Approved, Renewal Approved, Rejected, Renewal Rejected, Extension Approved, Extension Rejected.
    Expiration Current state of expiration: (empty), Expired, Within 30 days.

    Actions on the contracts tab

    Table 2. Actions
    Action Description
    New Select New to create a contract.
    Save Select Save to save any change you made to a value on any tab.
    … Delete Select Delete to delete the record of the contract.
    Adding an attachment

    Select Browse in the Attachments section to select and add an attachment.

    Managing processes from the contract page

    Viewing basic information about a contract on the Details tab

    From the details tab you can view and adjust contract information. You can also attach files.

    Viewing child contracts

    View all contracts that have the current contract as a parent. Select a CNTR Number to open the child contract page.

    Managing the contract
    See Contract Management.