Prior to submitting a contract template for approvals, you can validate the template to identify potential errors and warnings. In addition, the system automatically runs the validation process when you submit a template for approval. If any error conditions are found, the template is not submitted for approval. You must correct the error conditions and resubmit the template for approval.
The following table displays the type of validations that the system performs when you run the Validation process.
Type of Validations
| Validation Type | Condition | Description |
|---|---|---|
| Inactive Clauses | Error | This validation checks for clauses in On Hold and Expired status. Templates with clauses in these statuses cannot be submitted for approval. Note that this validation is enforced only for those clauses that do not have any approved, previous versions. |
| Alternate Clauses | Warning | This validation checks for the presence of two alternative clauses on the same template. |
| Incompatible Clauses | Warning | This validation checks for the presence of incompatible clauses on the template. |
| Layout Template not Defined | Warning | This validation checks whether the contract template has a layout template assigned to it. |
| Invalid Variable for Document Type | Warning | This validation checks whether the system variables that are embedded within clauses and used in the template are supported for the document types in which the contract template is used. |
| Duplicate Clauses | Warning | This validation checks whether the contract template contains duplicate clauses. |
| Inactive Rules | Warning | This template validation checks whether the contract template has one or more rules that are not active. |
| Expired Clause | Error | This rule validation checks for an Expired clause used in the rule. |
| Invalid Clause | Error | This rule validation checks for an On-Hold clause used in the rule. |
| Draft Clause | Error | This rule validation checks for a Draft clause used in the rule. |
| Invalid Question Valueset Query | Error | This rule validation checks for an invalid value set query used in a question in the rule. |
| Invalid Variable Valueset Query | Error | This validation checks for an invalid value set query used in a variable in the rule. |
| Missing Value Set value in Question | Error | This rule validation checks for a missing value set value used in a question in the rule. |
| Missing Value Set value in Variable | Error | This rule validation checks for a missing value set value used in a variable in the rule. |
| Invalid Value Set in Question | Error | This rule validation checks for a deleted value set used in a question in the rule. |
| Invalid Value Set in Variable | Error | This rule validation checks for a deleted value set used in a variable in the rule. |
| Invalid Question | Error | This rule validation checks for a disabled question in the rule. |
| Missing Template Association | Error | This rule validation checks for missing template associations, where the Apply to All Templates option is not selected. |
You can run the QA process at any stage during the template creation. The system also runs the QA process when a template is submitted for approval. For more information, see the Approving Templates section.
To validate templates:
Navigate to the Contract Templates page.
Navigation: Library > Contract Templates tab
Open the template for update. For more information, see the Updating Templates section.
Select the Validate option from the list.
Click Go. The system performs the validation and displays the results along with the suggested corrections.
Click the Printable Page button if you want to print the list of validations.
If applicable, correct the error conditions and resubmit the template for validation.