Review for contractual compliance in originating organization - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

This functionality was modified in an update. For more information, seeReview for contractual compliance in originating organization (modified in an update).

What is a contractual compliance review, and what does it involve?

A contractual compliance review can be configured to review any changes to contractual deliverables and actions that extend outside of the company. This ensures that all communications and requests that are submitted to the contractor are within the scope of the contract terms and can be issued to the supplier or contractor for implementation.

The consolidator creates a communication with a concise set of actions that can be sent to the contractor, and the contractual compliance reviewer checks the communication contents, technical queries, and actions for compliance with the contract. The contractual compliance reviewer receives the communication in their To Do List and reviews each of the related changes, markups and actions. The contractual compliance reviewer can reject any of the communication contents, technical queries, or actions and may make additional actions and markups identifying any changes.

Any rejected communications, technical queries, or actions are returned to the consolidator using a dedicated rejection workflow. The consolidator can alter or request alterations to any rejected communications, technical queries or actions before reconsolidating the actions and markups.

  1. In your To Do List, select the technical query or the action to check for compliance against the contract before being issued.

  2. Select Actions > Perform Compliance Review.

  3. Review the documents and files for contractual compliance.

    SHARED Tip You can select the file hyperlink under ALL FILES tab to open the file in its native format. If you want to view the markups associated with that file:

    1. Select Manage Markup Layers next to the communication object.

    2. Select VIEW MARKUP to open the file in the View and Markup window.

If the contractual compliance review is approved, the technical query or the action issue state is set to ISSUED. If not approved, the state is set to REJECTED.