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CONTRACKING TOOL

ContracKing, our new and improved contract management tool built on Salesforce, released on May 25, 2020 (View Document)

Click here for a downloadable PDF of the original communication regarding ContracKing

ContracKing is the contract management system for UCSF Health’s Procurement Services – Contracting Department. ContracKing is built on a Salesforce platform in partnership with UCSF’s SOMTech (School of Medicine Technology team) and replaced Meditract in mid-2019.

We renamed the system ContracKing – partly because it sounds cool but mostly so we can talk about the contract and procurement management system without calling it either “the contract and procurement management system,” because that’s quite a mouthful, or “the database,” because it’s much more than that. And, If you’re wondering why the “K” is capitalized, “K” is legal shorthand for contract (See Contracting under Contracts 101). And, someday, we’d like to be “King” of something pretty good.

It is a dynamic tool that will allow you to now “track” the progress of your Reqs as they are being worked on by an assigned Contract Officer, store contracts once signed and fully executed by all parties, monitor your active contracts, and find information about your contracts. 

ContracKing is an internal, UCSF Health tool and can be accessed through MyAccess via Single Sign On (SSO) or via direct links, to respective personalized dashboards, per below.​
 


 

 



If you submit Reqs, you have received emails from time to time with details of your active Reqs.

 

We have improved these reports so they will be automatically generated and, emailed twice a month, on the second and fourth Monday of every month.

 

Emailed Requisition Reports

The emails, sent from ContracKing@ucsf.edu, will include a Req Report in the form of a spreadsheet attachment that you can open in Microsoft Excel. This report will detail the status of all your open and recently completed Reqs.

 

ContracKing Requisition Dashboard

One exciting new feature is that the email will include a link to view a dashboard of your Reqs in ContracKing. When you follow the link, you will be directed to log into Salesforce using MyAccess SSO (single sign on) credentials. When you do, ContracKing will show you a list of all your Reqs and let you dig into the details of any of them. Alternatively, you can directly access your own Req listview in ContracKing at:

 

https://ucsf.lightning.force.com/lightning/o/Contract/list?filterName=00B2K0000095QRoUAM
 



 

We understand how important it is for you to actively monitor the terms of each contract. Renegotiating contracts can take a lot of time and effort and, if caught late, can also cause a lot of stress.

To help you monitor your contracts, on the first Monday of every month, we will email you a contract status report. This email is automatically generated and sent by ContracKing with a custom report, just for you.

Emailed Contract Report

On the first Monday of every month, we will send you an email with an attached spreadsheet that lists all of your active and recently expired contracts. The email will also include a link to the ContracKing dashboard.

ContracKing Contracts Dashboard

One exciting new feature is that the email will include a link to view a dashboard of your contracts in ContracKing. When you follow the link, you will be directed to log into Salesforce using MyAccess SSO (single sign on) credentials. When you do, ContracKing will show you a list of all your contracts and let you dig into the details of any of them. Alternatively, you can directly access your own Contracts listview in ContracKing at:

 

https://ucsf.lightning.force.com/lightning/o/Contract/list?filterName=00B2K0000095QRnUAM



 

If, after reviewing your reports and dashboards, you still have questions, you can always reach out to us. Your dashboard lists the assigned Contract Owner, our team member who is shepherding your requisition through the process. You can contact that person directly with any questions. For general inquiries, check out our Frequently Asked Questions (FAQ) or email ContracKing@ucsf.edu.

Requisition ("Req") Management

Contract Management

Questions/Inquiries

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