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PactKeeper

What PactKeeper is made up of
and what it can do

Users

Efficiently set up users within the PactKeeper contract management system by granting specific access privileges tailored to roles and responsibilities. Audit user access and operations for complete control and security. Manage comprehensive user information, including demographics, address details, educational background, personal documents, work status, position, and location, ensuring streamlined contract management and secure data handling.

Lessor and Lessee

Efficiently manage the key stakeholders in your contracts by defining and tracking Lessors and Lessees within the PactKeeper system. Monitor and follow up on their activities, ensuring that all contractual obligations are met, and maintaining up-to-date records for streamlined contract management.

Sites

Efficiently manage your operational sites, including site names, addresses, technologies in place, and key property information. Keep track of contracts, leases, permits, renewals, commencement and termination dates, and set contract alerts. Monitor lessors, lessees, inspections, inspecting parties, and store related reports and photos for easy access and management.

Contracts

Build and manage contracts by defining their types, terms, values, expiry dates, and special conditions. Set up custom alert types for contract monitoring. Specify details for each contract type, including Option-to-Extend, Option-to-Purchase, rent schedules, Right-of-First-Refusal, license renewals, single occurrence, yearly terms, and sub-triggers. Once contracts are defined, associate them seamlessly with lessors, lessees, sites, suppliers, and relevant items for efficient tracking and management.

Alerts, Triggers, and Reminders

Stay on top of your contract management process with Alerts, Triggers, and Reminders. Set up alert categories like Insurance, Renewals, Right-of-First Refusal, End-of-Life, Option-to-Purchase, and Lease. Associate relevant triggers and messages to each alert category, and monitor contracts, vendors, buyers, and items. Receive timely reminders for critical decisions due in 30, 60, or 90 days. Visual indicators, such as color-coded alerts, make it easy to track time-sensitive actions. View completed actions or those pending to ensure all tasks are managed effectively and on time.

Corporate Hierarchies

Create and manage detailed corporate hierarchies within your organization to target specific training needs for your workforce.
Enterprise Hierarchy: Define and structure your organization's levels, departments, and divisions to tailor training to different business units.
Geographic Hierarchy: Identify your organization's geographic locations and operational areas to ensure location-specific training initiatives.
Profession Hierarchy: Organize areas of specialization such as IT, sales, development, and more to deliver training that aligns with professional expertise.
Position Hierarchy: Establish the various positions within your workforce, from CEO and directors to team leaders and support staff, to direct relevant training programs to the right personnel.

Dashboard

The Dashboard is a powerful set of customizable widgets that provide a real-time snapshot of your performance metrics. This centralized hub allows you to track key data points, analyze trends, and monitor progress with ease. Stay informed about your organization’s key performance indicators (KPIs) and gain actionable insights at a glance.

Variables Dates

Stay organized and keep track of critical contract dates for better planning and compliance. Easily manage various variable dates in your contract lifecycle, such as:
LCD (Lease Commencement Date): The date when the lease officially begins.
EoCY (End of Contractual Year): The conclusion of the contractual year.
EoEY (End of Each Year): Marks the end of each calendar year.
ELTD (Extended Lease Termination Date): The date when the lease ends after an extension.
Custom Date: A flexible date option for other contract-specific deadlines or milestones.

Insurance

Streamline insurance management and ensure all coverage details are accurately captured and tracked for your contracts. Define all insurance parties involved in your contracts with ease. You can specify essential details, including:

  • Insurance Type: Choose the type of insurance applicable to the contract.
  • Insurance Company: Select the company providing the coverage.
  • Description & Coverage: Add free-text fields to describe the coverage and terms.
  • Coverage Dates: Set the From – To Date of coverage.
  • Renewal Date: Define the renewal date for the insurance coverage.

Durations and Time Frames

Enjoy the flexibility to align contract timelines based on key dates for better planning and tracking. Efficiently manage durations and time frames for contracts using various reference dates. You can choose from:

  • Custom Date: Set your own reference date.
  • Contract Commencement Date: Use the start date of the contract
  • End-of-Year: Specify the end of each calendar year.
  • End-of-Contractual Year: Choose the end of the contractual year for your time frame.

Alert Types

Define and manage a variety of alert types to stay on top of critical contract milestones. These alerts ensure you never miss important actions or deadlines in your contract lifecycle:

  • Rent Schedule (RS): Track rental payments and deadlines.
  • Option to Purchase (OTP): Get notified about purchase options within the contract.
  • Option to Extend (OTE): Alerts for renewal or extension options.
  • One Occurrence: Single-event notifications for unique contract terms.
  • Intervals: Set reminders for recurring intervals in contract terms.
  • Yearly: Receive alerts for annual contract milestones or reviews.
  • Insurance: Keep track of insurance coverage periods and renewals.
  • Right of First/Refusal (ROF/ROFR): Alerts for rights of first refusal or first option to purchase.
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