This article provides the step-by-step instructions for linking an existing vendor compliance record to an active contract. This should be done to manage and track the compliance details of the vendor associated with the contract.
Prerequisites
You must have the appropriate roles and permissions to view and edit contract records and access vendor compliance information. The contract must be active.
Steps to Link a Compliance
Follow these steps to link an existing compliance record to your contract:
Locate the Vendor Tab on the Contract:
On an active contract, select the Vendor tab.
Alternatively, press the View vendor details button on the Contract Summary dashboard.
Open Vendor Compliances:
From the Vendor tab, select Vendor Compliances.
This action expands the section that captures existing compliances and provides options to create or link one.
Initiate Linking an Existing Compliance:
In the Vendor Compliances section, look under the Add compliance heading.
Press the Link existing button.
Select the Compliance to Link:
Under the Link existing compliance heading, click on the dropdown.
Select the compliance you wish to link to the contract record.
Finalise the Link:
Click the Link compliance button.
Results / Validation
The newly linked compliance will now be displayed in the table under the Vendor Compliances heading.
Troubleshooting
Issue: The "Link existing" button is greyed out.
Fix: Ensure you have the required permissions (refer to the Prerequisites section).