Page Comparison

GUIDE STATUS: 

1. Enter "Contract" in the filter navigator.
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3. Click on All under the Contract Management module in the application navigator (left-pane).
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5. Click the New button at the top left of the content frame.
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7. Select a vendor from the Vendor reference field.
   
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10. Select a contract model from the Contract Model list. Refer to the Contract Models table for definitions.
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14. Enter a short description in the Short description field based on the Naming Standards for Contracts guide. Refer to the Contract Fields table for definitions of all contract fields.
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18. If the vendor has an identifying number for the associated contract record, enter it in the Contract number field.
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23. Navigate to the General tab.
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27. In the General tab, enter a start and end date for the contract in the Starts and Ends date fields.
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31. Enter detailed contract information that could not be captured previously in the Description field. 
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37. If the Contract model is Software License, follow the next steps to set fields that are specific to OIT's management of software contracts. Refer to the Contract Fields table for definitions.
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    1. 1. Use the Hosting type dropdown to select a value from the following:
          
          • Supplier Cloud - software hosted by a vendor or SaaS software.
          • UCI Cloud - software run by UCI on a cloud platform such as AWS or run off premises from UCI.
          • On Premise - software running on machines located on UCI property.
          • Hybrid -components run in the cloud as well as on premises.
            
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       5. Select a value from the Appendix DS field dropdown.
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       9. Select a value from the Business Associate Agreement (BAA) dropdown.
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       13. Select a value from the General Data Protection Regulation (GDPR) dropdown.
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41. Enter the contract administrator's name in the Contract administrator reference field.
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43. Enter the contract approver's name in the Approver reference field.
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45. If there is a business office analyst (BO Analyst) associated with this contract, enter their name in the BO Analyst reference field.
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