ZINFI UPM Guide

Partner Contracts Management for Administrators

View an Agreement Log

Overview

Effective partner management requires meticulous record-keeping, especially concerning legal and operational agreements. The Agreement Logs module addresses this need by providing a comprehensive audit trail for all partner agreements. This includes tracking when an agreement was signed, by whom, and its specific type, which is crucial for compliance, dispute resolution, and ensuring that partners are operating under the correct terms and conditions.

By centralizing this information, administrators can quickly access critical agreement details, verify partner statuses, and maintain an organized overview of all contractual relationships. This transparency helps in managing the partner lifecycle from onboarding through ongoing engagement, ensuring that all parties adhere to their respective commitments.

Key Features

  • Agreement Log Search
  • Filter Log Entries
  • View Log Details
  • Agreement Status Tracking
  • Timestamp Records

Accessing Agreement Logs

Agreement Logs list view
Agreement Logs list view

Click the Approval Board Reviewer link in the Name column.

Viewing Log Details

View Log screen for agreement session information
View Log screen for agreement session information

The View Log screen provides a detailed audit trail for a specific agreement log entry, offering administrators a comprehensive record of actions related to partner agreements. This screen is crucial for tracking the lifecycle of agreements, ensuring compliance with program policies, and investigating any discrepancies that may arise during the agreement signing or approval process. It displays key information such as the user involved, their role, the status of the agreement at the time of the log entry, and the exact timestamp of the action, thereby supporting governance and accountability within the partner program.

Review the session log information for the selected agreement to understand the details of the recorded action.

Session Logs Information

FieldDescription
NameThe name of the user associated with this agreement log entry.
ProfileThe profile or role of the user associated with this log entry.
Email IdThe email address of the user associated with this agreement log entry.
StatusThe status of the agreement at the time of this log entry, such as 'Signed'.
Template NameThe name of the agreement template used for this entry.
User IdA unique identifier for the user associated with this log entry.
Agreement TypeThe type of agreement, such as 'Non-Legal'.
TimeStampThe date and time when the action recorded in this log entry occurred.

Frequently asked questions

What is the purpose of the Agreement Logs module?

The Agreement Logs module provides administrators with a centralized repository to view and manage an audit trail of all partner agreements, ensuring compliance and offering a clear record of contractual relationships.

What information does the Agreement Logs module track?

It tracks when agreements were signed, by whom, and their specific type. This is crucial for compliance, dispute resolution, and ensuring partners operate under correct terms and conditions.

How can administrators access agreement logs?

Administrators can access logs from the Agreement Logs list view by clicking the Approval Board Reviewer link in the Name column.

What details are available on the View Log screen?

The View Log screen provides a detailed audit trail for a specific log entry, including the user involved, their role, the agreement status, and the exact timestamp of the action.

What kind of information is listed in the session logs?

Session logs include the user's name, profile, email ID, agreement status, template name, user ID, agreement type, and a timestamp for the recorded action.