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How do I register a contract?

You can record contractual agreements in the SBC Management System, for example with a supplier or processor. Of course it is also possible to save contracts in the management system. A contract can have relationships with:

  • Investigations
  • Processing
  • Information systems

Establishing a contract

  • Expand the menu under ‘Company’ and select the ‘Contract’ option.
  • Click on the “+” and enter the contact details in the Contract tab, as shown in the print screen.
  • Select the ‘Relationship’ tab to establish a relationship with the data cards this contract relates to.
  • Select the ‘History’ tab to see the data card audit trail.
  • Select the paper clip icon to upload supporting documents.
  • Select the text bubble icon to post a comment.

Do you have questions or need help? Feel free to contact us.