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  • What do you see on the screen
  • View Contract Details

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  1. Infinity User Guide

Contract Management

Contract Management is a dedicated module in Infraon Infinity designed to handle and track all essential contractual agreements. It ensures streamlined organization and visibility into each contract’s lifecycle. This module allows users to efficiently store and monitor important details such as start and end dates, renewal terms, obligations, compliance requirements, and associated costs.

With the Contract Management module, organizations can manage various contract types, including:

  • Software Contracts: Manage licenses and service terms for software.

  • Hardware Contracts: Oversee terms for physical assets, including warranties and maintenance.

  • Lease Contracts: Handle lease agreements for equipment and infrastructure.

  • Service Contracts: Track contracts for outsourced or third-party services.

What do you see on the screen

The Contract Management page provides an organized view of all the contracts stored in the inventory and their associated details. Users can access a pre-configured list of contract categories on the left panel, including Software, Hardware, Lease, and Service.

These categories are dynamically displayed based on the types of contracts added to the system.

Note: Users cannot create new contract categories. Only the predefined categories—software, Hardware, Lease, and Service—are available for selection.

The following table outlines the available action icons and their functionality:

Basic Details | Contract Management |

Label

Action

Description

Search

Search for specific contracts by name, type, etc.

Use this feature to locate contracts in the inventory quickly based on specific details.

Filter

Apply filters based on fields and conditions.

The fields include Contract Name, Type, ID, Vendor, Status, Managed By, Approver, Description, Start Date, and End Date.

Grid View

Display the contract data in a grid format.

Provides a structured, row-column view of all contracts for easy comparison.

Card View

Display the contract data in a card-based layout.

Allows users to view contracts as individual cards for a concise summary of key details.

New Contract

Add a new contract to the inventory.

Create new contracts in any predefined categories: Software, Hardware, Lease, or Service.

Edit

Modify details of an existing contract.

Enables users to make changes to already added contracts.

Delete

Remove a contract from the inventory.

Permanently delete the selected contract and its associated details.

The main page also displays essential fields for each contract, ensuring users have quick access to critical information at a glance. These fields include:

  • Contract Name

  • Contract ID

  • Type

  • Vendor

  • Manufacturer

  • Status

  • Renewal Status

  • Expiry Date

View Contract Details

Clicking on a specific contract opens a detailed pop-up window for privileged users. This window provides a comprehensive view of the contract's key information and associated details. Refer to the table below for more information:

Contract Details | Contract Management |

Label

Action

Description

Top Panel

View-only field, no actions can be performed here.

Displays fundamental contract details such as the contract ID, name, and associated information.

Summary

View-only field, no actions can be performed here.

Showcases detailed contract information, including basic details, software license properties, terms of the contract, and itemized cost details.

License Info

View-only field, no actions can be performed here.

Provides a summary of the license information linked to the contract, ensuring clear visibility of license-specific attributes.

Attachment

Privileged users can upload attachments

It enables privileged users to add files by dragging and dropping or browsing to upload (accepted formats: png, jpeg, jpg, txt, doc, docx, CSV, xls, xlsx, pdf; max size: 20 MB). Attachments are categorized under Default Category, Contract Agreement, Insurance and Bonding, Legal Notices, Payment Terms, and Terms and Conditions.

Activity Log

Can be viewed in grid or card view; includes search functionality

Displays the complete history of all activities performed on the contract since its creation, with advanced search capabilities for ease of navigation.

Recent Activities

View-only field, no actions can be performed here.

Highlights only the most recent actions taken on the contract, providing a quick overview of recent updates.

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Last updated 4 months ago

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