Contract Guardian allows you to create custom contract types with corresponding custom fields for your contract database. Most users have explored the use of creating custom fields using the field types shown below:
|Auto increment||Establish starting value and increment|
|Calculated Date||Dynamically calculate a date by using an existing date combined with other field values in the system|
|Checkbox||Example might be a checkbox for if BAA is required|
|Currency||Properly format any dollar amounts associated with your contract|
|Date||Create as many date fields as you need on your contract
Calendar popup and picker for enter the date
|MultiPicker||Drop down field with the ability to check more than one (you define the drop down values)|
|Paragraph||Essentially unlimited text for your contract|
|Single Picker||Drop down with a single option that can be selected|
|Text box||Basic text content for a field|
|URL||Web address like www.ContractGuardian.com|
If you never went any further than that, you’d still have a contract repository that tracks your important contract information. But now it’s time to take your contract definitions to a new level with the use of a new field type called a Table Field.
A Table field is a grid used to group a set of fields that repeats as needed, allowing the user to add multiple rows of identical information. Imagine you have a contract that is addressing multiple assets where each asset has a different condition and a different location. We will assume there are five assets in my example. There are two ways to add this type of information into the metadata:
The Table Field bring several advantages to the process. It allows you to quickly identify any repeating meta data. One does not need to know how many instances prior to creating the contract. It can dynamically change whenever a new instance is required. It also is a much more efficient use of your screen real estate. Screen real estate is the amount of space available on a display for an application to provide output. Typically, the effective use of screen real estate is one of the most difficult design challenges because of the desire to have as much data and as many controls as possible visible on the screen to minimize the need for hidden commands and scrolling.
We are seeing clients use this type of field in a wide range of contract types. Clients tend to use this feature more frequently with Procurement Agreements, Physician Agreements and Services Agreements. However, it is applicable to any contract type that might have more than one instance of any piece of data.
The illustration displays a group of fields related to multiple vehicles being leased.
One can edit the table to add or delete vehicles as needed in the table for this contract by simply selecting the X on the right side of the row for deletion or click the bottom row to +Add Row.
Give it a spin. Experiment by creating a table field and adding it to a test contract type. If you have any questions, contact support at 800.211.8798 or submit an issue directly from your Contract Guardian screen.