Knowella

Contract Review Record

Reviews an agreement before renewal, covering performance, price, risk, obligations accepted and whether to continue. Run ahead of the notice deadline. Carried out by the contract owner. The review has to happen before the notice period, not before the expiry.

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Completed by
Carried out by the contract owner
Raised
At the review interval, and after any trigger event

Summary

In short

  • A contract review record is a review used in KnowLogistics that reviews an agreement before renewal, covering performance, price, risk, obligations accepted and whether to continue. It is built against ISO 9001 cl.8.2.
  • Run ahead of the notice deadline. Carried out by the contract owner.
  • The template holds 50 fields across 5 sections.
  • Scoring is reviews before notice, where high is good.
  • ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
  • It connects to the rest of the library: links Contract Register and Vendor Scorecard.

What it is

What it is

What is a contract review record?

A contract review record is a review used in KnowLogistics that reviews an agreement before renewal, covering performance, price, risk, obligations accepted and whether to continue. It is built against ISO 9001 cl.8.2.

When is a contract review record completed?

A contract review record is completed at the review interval, and after any trigger event. Run ahead of the notice deadline.

When to use it

When to use it, and when not to

This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.

Use it for

  • The event or activity this review covers has occurred, or is about to
  • The workspace is being set up, or the register needs an entry added or retired
  • A linked record needs this one to exist: links contract register and vendor scorecard

Not for

  • Contract Register, which holds every commercial agreement, its value, term, renewal date and owner.
  • Purchase Requisition Record, which requests a purchase, states the justification and routes it for the right level of approval.
  • Rate Confirmation Record, which confirms the agreed rate, accessorials and terms for a load or a lane in writing before the vehicle moves.
  • Anything outside KnowLogistics, which belongs in the workspace that owns that process

Standards

What it is built against

ISO 9001Quality management systems

The international standard for consistently meeting customer and regulatory requirements. Certifiable.

ISOInternational Organization for Standardization

A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

FAQ

Frequently asked questions

What is the contract review record template based on?+

It is built against ISO 9001 cl.8.2. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

What sections does the contract review record contain?+

There are 5 sections: header, performance, terms, risk, outcome. Together they hold 50 fields, 41 of which are required.

How many contract review record records should we have?+

This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.

How is a contract review record scored?+

Scoring is reviews before notice. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the contract review record template be changed?+

Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.

The agents

What the agents do with it

The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.

KnowLogistics

Holds the contract review record library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowLogisticssupply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.

Meet KnowLogistics

Sources

Sources

  • ISO 9001 — Quality management systems
  • ISO — International Organization for Standardization
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