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Analyze history of contract versions

A contract is an agreement between the sponsor and the vendor for certain services to be financially compensated on the established terms.

In CTMS, you can create contracts with counterparties, reflecting different business scenarios and enabling financial operations. Every time the contract is amended, the new version is created. For reference and traceability, you can analyze the history of all contract versions and their details.

Analyze the history of contract versions
  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. On the page that opens, in the left pane, select Financial Management > Contract.

    Accessing contract list
    Figure 3. Accessing contract list

  3. In Contract List that appears, locate the draft contract whose versioning history you want to access. Then from the Action(s) column, select More more_icon.png > Historical Version Version_change_history_icon.png.

    Accessing history of contract version
    Figure 4. Accessing history of contract version

  4. In the Historical Version List dialog that appears, analyze the complete log of contract versions. Next to the version whose details you want to explore, select Info Info_icon.png.

    Analyzing history of contract version
    Figure 5. Analyzing history of contract version

  5. In the new browser tab that opens, review the complete details of the historical contract version.

    Tip

    Select audit_button_02.png to access the details of the auditing operations for the contract version.

    Reviewing details of historical contract version
    Figure 6. Reviewing details of historical contract version

You have analyzed the history of versions and historical details for the contract versions.