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 a template is submitted for approval. For more information, see Submitting Contract Templates for Approval.
If any error conditions are found, the template is not submitted for approval. You must fix the error conditions and resubmit the template for approval.
When you run the validation process, the system checks for the following:
| Validation Type | Condition | Description |
|---|---|---|
| Inactive Clauses | Error | This validation checks in On Hold and Expired status. Templates with clauses in these statuses cannot be submitted for approval. Note that this error 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 alternate 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 if the contract template has a layout template assigned to it. |
| Invalid Variable for Document Type | Warning | This validation checks if the system variables embedded within clauses, used in the template, are supported for the document types in which the contract template is used. |
| Duplicate Clauses | Warning | This validation checks if the contract template contains duplicate clauses. |
| Inactive Rules | Warning | This template validation checks if 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 Value Set Query | Error | This rule validation checks for an invalid value set query used in a question in the rule. |
| Invalid Variable Value Set 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 in non-organization-wide rules. |
| Revision of Translated from Template | Warning | This validation checks if the contract template that is used to translated from is in the Revision status. |
| Inactive Translated from Template | Warning | This validation checks if the contract template that is used to translated from is either expired or is on hold. |
You can run the validation process at any stage of the contract template creation process. The system also runs the validation process automatically when a contract template is submitted for approval.
Select the Validate option from the Actions list of values.
Click Go. The system performs the validation and displays the results along with the suggested fixes.
Click the Printable Page button, if you want to print the list of validations.
If applicable, fix the error conditions and resubmit the template for validation.