Vendor Agreement Workscreen

Created by Ben Fredricks, Modified on Sat, Dec 28, 2024 at 9:37 PM by Ben Fredricks

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users

Description: This article explains the workflow for the vendor agreements workscreens accessed from the Covered Entity level. The purpose of these workscreens is to store documentation related to vendor relationships in one place and note important information related to said documentation.

Create a New VA Workscreen:

To create a new vendor agreement workscreen, click the "New Workscreen" button located in the top right corner of the listing page. This will direct you to a new workscreen where the documents can be uploaded, and information added. Note that the workscreen must have a name in order to be saved.

To save the workscreen at any time, click the blue Save button located at the bottom of the page.

Files:

Multiple files can be added to a workscreen. It is helpful to think of the workscreen as a "portfolio" where you can store the original agreements as well as its related amendments and supplemental documentation.

To add a file, click the Select Files button and select the appropriate files from your computer.

Once a file is uploaded, add an optional description as free text, select the document type (Original, Original w/ Amendment, Amendment/ Notice, Other), and set a status (Executed, Archived, Draft). Note that it will default as type Original and status Draft.

To delete a file, click the red X located in the actions column.

Key Dates and Description:

Enter the contract number and key dates in their related field boxes.

If there is helpful information regarding the agreement you would like to have available at a glance, it can be added as free text within the Description box located at the bottom of the workscreen. The Description box allows for formatting as well.

To add additional points of contact for the workscreen, click the +Add Contact button and fill in the additional fields.

Once completed, click the blue Save button located at the bottom of the screen.

Please open a ticket if you have any additional questions or concerns. We're happy to help.

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