Monitor a contract

task australia Updated Sep 10, 2026 2 min read t_MonitoringContracts.md
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You can monitor contracts by viewing contract history and creating contract reports.

Before you begin

Role required: asset, contract_manager(core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

Note: Contracts with the Contract model set to Subscription are readable by all authenticated users regardless of their assigned roles. This allows users to view their own subscription-based assets in the My Assets report. For all other contract types, the role requirements in the prerequisites section apply.

About this task

If changes are made to a contract start date, end date, or terms and conditions, a copy of the contract is automatically saved and placed in contract history. This is useful for tracking changes to a contract and keeping an audit trail. Configure the Contract History related list or tab to include columns for creation and update so you can easily see who edited the contract.

Procedure

  1. Open the list of contracts that are used across your deployment.

    • If you are using the core UI, navigate to Contract > Contracts > All.
    • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
    • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
  2. Select a contract.

  3. View the Contract History related list (core UI) or tab (Hardware Asset Workspaceand Enterprise Asset Workspace) and perform one of the following actions.

    • If earlier versions of the contract exist, select a date in the Contract Starts column to view a version.
    • If an earlier version of the contract does not exist, change the contract's Start date or End date. Right-select in the header bar and select Save. In the Contract History related list, select a date in the Contract Starts column to view the earlier version.

Parent Topic:Contracts

Related topics

Create a contract

Adjust a contract

Verify contract administrator assignment for notification

Send the contract for approval

Terms and conditions

Create a contract rate card

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