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AVEVA™ Contract Risk Management - Company Portal

Contract library

  • Last UpdatedFeb 14, 2024
  • 5 minute read

A contract's library is the central repository for all documents related to the contract.

Note Communication attachments are not visible in the contract library, but a complete list can be viewed using the Contract File Search - see Search for contract documents.

Document properties and user access

The following table details how the visibility of contract library documents to users depends on the options set for the documents. The Confidential access for a user depends on their contract role - see Contract roles.

It shows information for standard contracts only - see The framework agreement library and The call off Library below for details for other types of contract.

Document visibility options

Company User with Confidential access

Company User without Confidential access

Contractor User with Confidential access

Contractor User without Confidential access

Visible in Contractor Portal: Yes

Document is Confidential: Yes

Can Open Document

Can View Document Title Only

Can open document

Can view document title only

Visible in Contractor Portal: No

Document is Confidential: No

Can open document

Can open document

Document is not displayed

Document is not displayed

Visible in Contractor Portal: Yes

Document is Confidential: No

Can open document

Can open document

Can open document

Can open document

Visible in Contractor Portal: No

Document is Confidential: Yes

Can open document

Can view document title only

Document is not displayed

Document is not displayed

The framework agreement library

A feature unique to framework agreements is the ability for users without a contract role for a framework agreement team members to view non-confidential documents in its library. This exception allows any company user to view non-confidential framework agreement library documents. This allows any user interested in using the framework agreement to purchase the goods or services supplied under the terms of the agreement to view any necessary documentation such as scope of work documents or service level agreements.

Non-confidential framework agreement documents are also available from a tabbed area of the call off library. This provides users with call off contract roles with quick access to the most recent version of all non-confidential framework agreement documents.

The following table lists document properties and user access.

Document visibility options

Company User with Confidential access

Company User without have Confidential access

Company User without a contract role for the Framework

Contractor User with Confidential access

Contractor User without Confidential access

Visible in Contractor Portal: Yes

Document is Confidential: Yes

Can open document

Can view document title only

Can view document title only

Can open document

Can view document title only

Visible in Contractor Portal: No

Document is Confidential: No

Can open document

Can open document

Can open document

Document is not displayed

Document is not displayed

Visible in Contractor Portal: Yes

Document is Confidential: No

Can open document

Can open document

Can open document

Can open document

Can open document

Visible in Contractor Portal: No

Document is Confidential: Yes

Can open document

Can view document title only

Can view document title only

Document is not displayed

Document is not displayed

The Call Off Library

Documents in the call off library can be accessed by users with a contract role for the call off. In order for the call off contract users to have quick access to the latest version of framework agreement library documents, the call off library has a Framework Agreement Library tab. Users with a call off contract role can access all non-confidential documents in the framework agreement library, and can view any framework agreement document that they have permission for.

The following table lists document properties and user access.

Document visibility options

Company User with Confidential access

Company User without Confidential access

Contractor User with Confidential access

Contractor User without Confidential access

Visible in Contractor Portal: Yes

Document is Confidential: Yes

Can open document

Can view document title only

Can open document

Can view document title only

Visible in Contractor Portal: No

Document is Confidential: No

Can open document

Can open document

Document is not displayed

Document is not displayed

Visible in Contractor Portal: Yes

Document is Confidential: No

Can open document

Can open document

Can open document

Can open document

Visible in Contractor Portal: No

Document is Confidential: Yes

Can open document

Can view document title only

Document is not displayed

Document is not displayed

View the contract library

  1. Navigate to the home page of the contract you want to work on.

  2. Click Embedded Image (65% Scaling) (LIVE) and select Library from the menu.

    Alternatively, you can access the contract library from the Project/Dept Summary page. Click the fa-sort-down drop-down arrow for the required contract, and select Library from the menu.

    The Library page is displayed.

    Column

    Description

    Document reservation status

    Indicates whether the document is reserved for editing:

    • - not reserved for editing

    • - reserved for editing by you

    • - reserved for editing by another user

    Document confidentiality status

    The icon indicates that the document is Confidential - i.e. only team members with Confidential access can view it.

    Name

    The name of the document. If version tracking is enabled, the name is suffixed with (vx) to indicate the version number.

    Modified

    The date and time that the document was last modified.

    Size

    The size of the document, in KB.

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