Things to Consider
  • 14 Jan 2022
  • 1 Minute to read
  • Dark
    Light

Things to Consider

  • Dark
    Light

Things to Consider While Planning...



Things to Consider:

1.  Think Globally, Act Locally

2.  Focus and don't get too far ahead of yourself when planning the data that will populate the table you are currently working on- don't lose sight of the task at hand!

3.  Follow the recommended order in which the tables should be planned/configured.

a. Departments & Divisions
b. Contract Types
c. Contract Categories
d. Contract Statuses
e. Locations
f. Occurrences/Term

4.  Please be mindful of the fact that Contract Insight is created upon a Relational Database Platform (SQL Server).  As such, the database has been designed as a set of relational tables which are related to each other in support of the application’s purpose, objective and strategy.  There is a strict hierarchy and sequence associated with entering data into the application’s database and related tables.

5.  After the Initial Application Setup Tables have been planned successfully, the next step is to plan what initial fields may need to be added in addition to the "out-of-the-box" fields in order to capture any additional information/data for the following tables:

a.  Employees/Users
b. Vendors/Companies
c.  Contract Details Table

6.  Once any/all additional fields that need to be added have been identified, the next step is to populate the Employee/User spreadsheet and the Vendor/Customer spreadsheet. 

 

Once all planning has been completed and confirmed, you will then be ready to start configuring/entering the values into your Contract Insight application.


Was this article helpful?