What can I do if I can't find approved clauses within my contract?

If you've confirmed that clauses and the specific versions of a clause are approved and available in the Clause Library for your enterprise contract, then here are some troubleshooting tips of how you can find them. The reason why you can't find a clause or versions of the clause or why they aren't showing up in the search list results is likely to do with the contract's context or how the search is being performed.

Try out some of these troubleshooting steps and tips to help you find the latest version of your clause to add to your enterprise contract terms

1. Verify the clause and section status:

   Go to Navigator > Contract Management > Terms Library area and check that all clauses you intend to use are in Activeor Approved status. Also ensure that the Sections the clauses belong to are also active. Inactive sections won't display their clauses.

2. Verify the terms template association with the contract type:

   This step is crucial. Navigate to the Setup and Maintenance work area and search and select the Manage Contract Types task. Open the specific contract type you're using. Verify that the correct terms template is assigned to it. If the wrong template is assigned, or if no template is assigned, you won't see the expected clauses.

3. Verify the terms template sections:

   Open the terms template associated with your contract type. Ensure that the relevant sections containing your clauses are present in the template. If a section is missing from the template, its clauses won't be available in the contract.

4. Confirm the clause inclusion in the template Sections:

   Within the terms template, go to the Clauses tab for each section and confirm that the specific clauses you're looking for are added to the correct sections within the template.

5. Search within the contract:
   When you use Add Clause within the contract, be as specific as possible with your search terms. Try searching by:

   • Clause Title: The exact name of the clause.
   • Clause Number: If your clauses have assigned numbers.
   • Section Name: The name of the section the clause belongs to.
   • Keywords: Specific words from the clause text.

   Check if any filters are applied in the Add Clause window that might be limiting your search results for example, status, section, or clause type. Clear or adjust filters as needed and ensure you've scrolled through the entire list of results.

6. Keep the following points in mind if you created a new version of a clause from the Actions menu in the clause search page:

   • Clause versioning is restricted by status.

   • A new clause version isn't effective until it's approved.

   • Not all attributes are versioned.

   • Creating a new version doesn't affect the setup of contract terms templates or rules.

   • You can view all clause versions and compare version text, but you can't restore an old version.

7. Check data access and roles:

   Confirm that the user adding the clause has the necessary data access to the clause library and terms templates. This is usually handled through job roles such as Contract Manager or Contract Administrator.

8. Verify the contract business unit:

   Verify the business unit of the contract. The clauses and templates might be specific to a business unit.