Test Document

Purpose of Test

Test History
Date Tester Test Notes Results

Time to Test
Estimated Time
Actual Time

Test Setup

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Test Procedure

Step Action Expected Results Test Step Notes Results

1. Begin by navigating to the Create
Rule page.

Click the Contracts Terms Library

Administrator, US Federal link.
2. Click the Rules link.
3. Use the Rules page to search or
create a rule.

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4. Click the Create Rule button.

5. Use the Create Rule page to define

a rule. This page enables you to
enter multiple values for a single
condition.

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6. Click the Operating Unit button.

7. Click the Rule Type list item.

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8. Select the Policy Deviation rule
type to set up a rule to capture and
report changes in business terms on
contracts.

Click the Policy Deviation list item.

9. Click in the Name field.

10. Enter the desired information into

the Name field. Enter a valid value
e.g. "FAR Rule".
11. Click in the Description field.
12. Enter the desired information into
the Description field. Enter a valid
value e.g. "FAR Rule for Contract
Expert".
13. Click the Add Another Row button.

14. Click the Type list.

15. Select the Question option when a

user question drives the policy
deviation on business documents.

Click the Question list item.

16. Click in the Name field.

17. Enter the desired information into

the Name field. Enter a valid value
e.g. "Insurance".
18. Click the Value list.

19. Click the Yes list item.

20. Click the Add Another Row button.

21. Click the Type list.

22. Click the Question list item.

23. Click in the Name field.

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24. Enter the desired information into
the Name field. Enter a valid value
e.g. "Inspection".
25. Click the Value list.

26. Click the Yes list item.

27. Use the Contract Template

Assignments region to assign the
rule to one, many, or all contract
templates. You can assign contract
templates in Draft or Approved
status to a rule. Only contract
templates that are Contract Expert-
enabled and belong to the same
intent as the rule will be available to
be assigned to the rule.
28. Click the Add Template button.

29. Click in the Search By field.

30. Enter the desired information into

the Search By field. Enter a valid
value e.g. "%".
31. Click the Go button.

32. Click the FAR Template option.

33. Click the Select button.

34. Click the Apply button.

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35. Click in the Name field.

36. Enter the desired information into

the Name field. Enter a valid value
e.g. "FAR Rule".
37. Click the Go button.

38. Click the FAR Rule option.

39. You must activate draft rules and

make them available for use in
Contract Expert.

Click the Activate button.

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40. Click the Finish button.
41. Wait for the Status to change from
Active (In Progress) to Active.

You must run the concurrent

request, and when the request
completes successfully the status of
the rule changes from Active (In
Progress) to Active.

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42. Click the Home link.

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43. Click the CLM Purchasing Super
User link.
44. Click the Awards link.
45. Use the Awards page to create,
update and view awards.

You can update an existing award

and add contract terms to it and
perform other contract related tasks
such as running Contract Expert,
adding sections and non-standard
clauses, and the like.

Step Action Expected Results Test Step Notes Results

46. Click the N68064-15-A-1301
option.

47. Click the Go button.

48. Use the Update CLM Award page
to view the award header
information.

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49. Click the Actions list.
50. Click the Update Contract Terms
list item.
51. Click the Go button.

52. Use the Contract Terms page to

add a contract template and add
contract terms for the award.

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53. Click the Select to expand button.

54. Click the Use Contract Expert

button.

55. Use the Contract Expert page to

answer the questions. Based on your
responses, Contract Expert adds
clauses to the contract terms.

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56. Policy Deviation rules capture and
report changes in terms and
conditions on CLM documents as
deviations from agency policy. As a
result of negotiations on CLM
documents, agencies may negotiate
terms that exceed preapproved
agency policies and regulatory
limits. For example, as a policy, all
customers are allowed payment
terms of Net 45. However, the
contract administrator may agree to
payment terms of Net 60 on a
specific CLM document. This
deviation should be brought to the
attention of contract approvers to
ensure that all deviations from
agency standards are approved in
accordance with the approval
policies. The Policy Deviation Rules
process helps you define all such
agency policies and identify any
variations from these policies on
contracts.

Use Contract Expert on the CLM

document (award or solicitation) to
bring in additional clauses, based on
criteria such as items, item
categories, payment terms, and other
agency terms in the document. The
system also runs Policy Deviation
rules and reports on policy
deviations.

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57. Click the Is Supplier/Provider
required to submit Insurance
Certificates list.

58. Click the Yes list item.

59. Click the Continue button.

60. Use the Contract Expert
Summary page to view the clauses
that will be added to the contract
terms.

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61. Click the Finish button.
62. You have successfully run Contract
Expert with policy deviations.
End of Procedure.

Additional Validation

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