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Managing Contracts

Learn how to manage your organization's contracts using the Service Provider Portal. You must have been invited by your customer to log into their portal.

Keeping records up-to-date is very important for any organization, and one of the most important records to keep updated is contracts. Depending on the access your customer has granted you, you may able to add, update, or have 'read only' visibility of the contract information recorded against your organization's profile.

Using the Service Provider Portal you can update and manage existing contracts, upload information about new contracts, or remove contracts that are no longer relevant and not required for historical records.

Please Note: All changes made in the Service Provider Portal will reflect in your customer's account and records. Please only make changes where you are authorized to do so.

Navigate to this section by selecting Contracts from the left-hand menu.

Managing Contracts

From the Contracts page you will see a list of your current contracts, their details, and their statuses. View and/or edit the details of these contracts by clicking Edit next to the contract.

Add a new contract by clicking the Add Contract button and filling in the details.

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Contract Type - Choose your contract type from the dropdown list. The options are controlled by the business you contract to and if you do not see your contract type in the list, you will want to ask them to add it

Contract Name - The name of contract

Reference - Any reference number used to identify the contract

Value - How much the contract is worth

Start Date - The date the contract begins from

Expires - The date the contract is valid until

Description - What the contract is for, or any other details about it

Status of Contract - Choose between Active, Pending, and Expired

  • Active for contracts that are currently active
  • Pending for contracts that are not yet approved or relevant
  • Expired for historical records of contracts

When you're finished, click Save and you will be returned to the Contracts list.

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To delete a contract, click Remove next to the policy and OK in the confirmation pop-up.

To add supporting documents to your contracts:

1. Click the documents button 2017-07-03_14-20-07.jpgnext to the contract

2. Click Add Document

3. Select a file from your computer and click Open

You can upload pdf, doc, docx, jpg, jpeg, png, or gif file types.

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The file will be automatically uploaded to the Service Provider Portal and WhosOnLocation and linked to the contract.

You can view uploaded documents from this page by clicking the View button next to a document.

You can delete a document by clicking the Remove button.

Click Return to go back to the contracts list.

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