If your Activ package includes the Agreements Manager, the Companies & Suppliers: Companies area’s functionality is expanded to enable you to link contracts and other agreements to your third-party companies. This feature can help to provide greater visibility of your Agreements with each Company, supporting you in complying with their terms.
For convenience, all Company-specific Agreements can be managed from the associated Company’s record using their Agreements tabs. This article covers the review of Agreements from within an individual Company’s record.
For a full guide to Agreements, see the Agreements Manager User Guide.
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View an Agreement
To view a Company-specific Agreement, open the Company’s record and click on the Agreements tab. This will open a register of all of the checked-in Agreements that are associated with the Company. By default, Agreements are listed chronologically by their Code, and no other sorting options are available.
In addition, you can narrow the list of Agreements displayed in the register using the search options at the top of the screen.
To view an Agreement, click on its Title.
The Agreement will open on its Properties tab.
Details relating to the Agreement will be organised across four additional tabs: Definitions and Requirements, which details the Agreement’s definitions and individual requirements; Audits, which provides a history of the Agreement’s Audits; and Timeline, which provides a record of any changes made to the Agreement since it was created. You will also have the option to review the Agreement’s Linked Improvement Logs and Linked Tasks.
