---
title: "Underpinning Contract Review"
slug: "underpinning-contract-review"
updated: 2026-02-13T08:59:55Z
published: 2026-02-13T08:59:55Z
canonical: "help.symphonysummitai.com/underpinning-contract-review"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Underpinning Contract Review

The **Underpinning Contract (UC) Review** is a structured evaluation process under **SLA Management**, used to assess the performance and compliance of third-party service providers or vendors against their contractual obligations. These contracts support internal or customer-facing services, and reviewing them ensures that vendors are meeting agreed service levels which in turn supports SLAs and OLAs.

- [Add Review](/apex/docs/underpinning-contract-review#add-review)
- [Filters](/apex/docs/underpinning-contract-review#filters)
- [Service Review History](/apex/docs/underpinning-contract-review#service-review-history)

## Add Review

To add an UC review, perform the following steps:

1. Navigate to **SLA** > **Service Review** > **Underpinning Contract Review**. Underpinning Contract Review list is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Underpinning Contract.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D) Figure: Underpinning Contract Review List
2. Click **ID** hyperlink to view the UC Review page. Service Review page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/uc(2).png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Service Review
3. Enter the required details.

For more information, refer to the following Field Description:

| Field | Description |
| --- | --- |
| Service Type | Specifies **Service Type**, this is a pre-filled field with a value **Underpinning Contract Agreement** and cannot be modified. It indicates that this review concerns a vendor or third-party support contract. |
| Service Name | Auto-populated based on the selected UC **ID**. Provides the official service name being reviewed and this field is read-only. |
| Customer | Auto-populated based on the selected UC **ID**, indicates internal team or department that depends on the underpinning contract. |
| Review Type | Enter **Review Type**, this specifies the nature of the review. Example: Annual Contract Performance Review, UC Renewal Evaluation. |
| Reviewer | Enter the **Reviewer Name**. This is the name of the individual conducting or responsible for the UC review. |
| Planned Review Date | Select **Planned Review Date** for scheduling the review meeting in advance. Helps in planning and aligning with stakeholders. |
| Actual Review Date | Select **Actual Review Date** it captures the real date the review took place, useful for audit and tracking delays. |
| Review Period From | Select **Review Period From,** define the start time for Review. |
| Review Period To | Select **Review Period To**, define the end time for Review. |
| Description | Enter **Description**, this is the general description of the UC review, its purpose, scope, or agenda. |
| Participants From Client Side | Enter internal stakeholders from the business or internal team receiving the service via the vendor. |
| Participants from IT Organization | List internal IT members responsible for managing or monitoring the contract performance. |
| Positive Comments | Enter **Positive Comments** such as areas where the vendor has met or exceeded performance or collaboration expectations. |
| Negative Comments | Enter **Negative Comments** such as SLA breaches, delayed deliveries, unresponsiveness, or other contract violations. |
| Client View Point | Enter the customer's feedback from internal users or departments relying on the vendor-supported service. |
| IT Organization View Point | Enter IT’s perspective on vendor performance, issues observed, and internal alignment. |
| Improvements | List actionable items to improve the contract terms, vendor delivery, or collaboration model. May include change proposals. |
| Remarks | Add any additional observations, vendor meeting notes, negotiation points, or follow-up reminders. |
| Attachment | Upload related review documents, performance reports, dashboards, communication logs, or contract amendments. |
4. Click **Submit** to add the Review to the list. A success message is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/saved(1).png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Saved
5. Newly added Review is displayed on the UC Review List of the selected UC. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sr1(1).png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Service Review

## Filters

To view the List and Filters in Underpinning Contract Review page, perform the following steps::

1. Log in to the application as an Admin.
2. Navigate to **SLA** > **Service Review** > **Underpinning Contract Review**. UC Review page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/UC rev list.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Underpinning Contract Review For more information on the list items, refer to the following Field Description.

| Field | Description |
| --- | --- |
| ID | Specifies the all the configured UCs with unique IDs. Click on ID to view the UC configuration. |
| Created Date | Displays the created date and time of the UC. |
| Service Name | Indicates the Service name configured for each of the UC. |
| Status | Displays the current status of the UC. |
| Description | Displays the brief description of the UC and an hyperlink to view more if the content is long. |
| Service Workgroup | Displays the Service Workgroup configured for each UC. |
3. Click **Filters** by hovering on the action panel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Filters uc.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Filters
4. Click **Submit** to apply the required Filters.

## Service Review History

All the changes made to the Service Review can be viewed for the specific review item from the List page. This provides details such as Column Name on which the change was performed and the user who performed the change. It also includes the date time of the change along with old and New values.

To view the Service Review History, perform the following steps:

1. Log in to the application as an Admin.
2. Navigate to **SLA** > **Service Review** > **Underpinning Contract Review**. UC Review List page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/UC rev list.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D) Figure: UCA Review List
3. Click UCA **ID** hyperlink for which you want to view the submitted reviews.
4. Click **Service Review ID** in the List section of the Review page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sr uc.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: SLA Review
5. Click **Service Review History** on the action panel of the SLA Review page to view the changes. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/srh.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Service Review
6. Service Review History popup window is displayed with the changes that include Old and New values. This also includes other change history details such as Column name, Change Date and Changed By. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sr his.png?sv=2026-02-06&spr=https&st=2026-10-27T04%3A05%3A40Z&se=2026-10-27T05%3A05%3A40Z&sr=c&sp=r&sig=N6itQ9axKLKvgwmFnLEQjdHIZ%2B2AtCUoSG0%2BriJngT8%3D)

Figure: Service Review History