Build your contract obligation tracker.

How to build your contract obligation tracker

1. 1

   Describe the job

   Give each contract obligation a responsible owner, due date and evidence trail.

2. 2

   Review the first version

   Choose how the contract administrator records the contract reference and how the qualified contract reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your contract obligation tracker

• Keep the contract reference in context

  Keep contract reference, obligation, due date, responsible owner, evidence and exception together so the next person can understand the request or record.

• When the next step needs a decision

  A contract requires a quarterly report but the team uploads an undated draft. Keep the obligation unfulfilled until the responsible reviewer checks the required version.

• Keep exception visible

  Keep the obligation open until its required evidence is reviewed.

• Choose what each person needs

  Give the contract administrator a working view and the qualified contract reviewer a review view. Keep contract reference and obligation attached to the decision as the work moves between them.