Telus TPM Documentation

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Contract State Definitions and Workflow Management

Contract Lifecycle State Framework

The contract management system utilizes a comprehensive state-based workflow to control contract progression, editing permissions, and claims processing eligibility. Each state represents a specific phase in the contract lifecycle with defined permissions and operational implications.

Pre-Approval States

Draft Status

Operational Characteristics:

• Editing Permissions: Full modification capabilities available to contract creator
• Claims Eligibility: Non-claimable status - no claims processing permitted
• Business Application: Development and preparation phase for contract configuration
• Workflow Position: Initial state for all new contract creation

Evaluation Status

Operational Characteristics:

• Submission Status: Contract submitted by creator for formal review and approval
• Approval Process: Pending sub-approval or final approval per Contract Approval Hierarchy
• Claims Eligibility: Non-claimable status - claims processing remains restricted
• Business Application: Formal review and approval workflow phase
• Access Control: Editing permissions transferred to designated approvers

Operational States

Approved Status

Operational Characteristics:

• Approval Completion: Final approval granted by designated authority
• Automatic Transition: System automatically advances to Active or Expired status based on current date relative to contract timeframe
• Claims Eligibility: Claimable status activated upon approval
• Business Application: Contract ready for operational implementation

Active Status

Operational Characteristics:

• Operational Status: Fully operational and claims-eligible contract
• Date Validation: Current date falls within defined contract start and end date parameters
• Claims Processing: Full claims processing capabilities enabled
• Business Application: Primary operational state for ongoing contract execution

Expired Status

Operational Characteristics:

• Temporal Status: Contract end date has passed relative to current date
• Claims Eligibility: Maintains claimable status for historical claims processing
• Business Application: Concluded contracts with ongoing claims processing requirements
• Operational Continuity: Supports completion of pending claims and final reconciliation

Modification and Termination States

Amended Status

Operational Characteristics:

• Version Control: Previous contract version superseded by newer amendment
• Claims Eligibility: Non-claimable status - claims processing redirected to current version
• Business Application: Historical version preservation while maintaining operational continuity
• Audit Trail: Maintains complete contract evolution documentation

Terminated Status

Operational Characteristics:

• Termination Authority: Available exclusively to users with both Finalizer permissions and Contract Approval Hierarchy membership
• Eligible Source States: Termination permitted from Active or Expired status only
• Claims Impact: Prohibits creation of new claims while preserving existing claims processing
• Business Application: Formal contract conclusion with controlled claims closure

Cancelled Status

Operational Characteristics:

• Cancellation Authority: Contract Creator or designated Approver authorization required
• Eligible Source States: Cancellation permitted from Draft or Evaluation status only
• Claims History: No claims processing history - contract never achieved claimable status
• Business Application: Formal abandonment of contracts prior to operational implementation

Business Implications and Workflow Management

Claims Processing Framework

Claimable States: Approved, Active, Expired Non-Claimable States: Draft, Evaluation, Amended, Terminated, Cancelled

Access Control and Permissions

Creator Permissions: Full editing access in Draft state Approver Permissions: Review and approval authority in Evaluation state Finalizer Permissions: Termination authority for operational contracts

Audit and Compliance

State Transitions: All status changes maintain comprehensive audit trails Version Control: Complete contract lifecycle documentation preserved Regulatory Compliance: State-based controls ensure appropriate authorization and approval processes