What is a Screening Report?
In this article, we’ll discuss the Screening Report feature in DocJuris. Also called a “Contract Status Report,” Screening Reports quickly extract key information about Contracts by comparing tagged Issues and terms with the current status of Issues outlined in a designated Playbook.
DocJuris will generate Screening Reports on your contract review based upon your current edits, the associated Playbook, and Issues. Our powerful internal algorithm will automatically pick language and clauses that outline the work done, and also what areas need to be reviewed further. The report can then act as a roadmap, or outline, of the key components of the contract based upon the Playbook and Issues. A Status is automatically generated in the Report to ensure you can focus your attention and man hours on which sections need to be explored.
Note: While a Playbook isn’t required to Analyze a Contract in the Contract Analyzer, the option to download a Screening Report will not appear in the Analyzer until a Playbook has been added.
Steps to Generate a Screening Report
- Open a Contract in the Contract Analyzer within DocJuris.
- In the left-hand sidebar menu, click the Playbooks section.
- If a Playbook has not been added, click the “Add Playbook” button to add a Playbook.
- Click the “Screening Report” button to download the Screening Report to your computer as an Excel (.xsls) file.
Screening Report Columns
The Screening Report will pull key information from the current Turn of your Contract. When you open your Screening Report in Excel, you’ll see five columns of data, outlined in orange. The same five columns of information will always show, though the information displayed in each column will differ depending on your current Issues and what’s contained in your Playbook.
The five columns listed in the Screening Report are:
- Deviation Guidance
- Drafter’s Note
Read on for a brief definition of each column.
Issue: Lists the pre-configured Issues from your Playbook. The Issues in the Screening Report will always be listed in the same order as they are listed in the Playbook.
Status: Assigns a Status for that specific Issue, based upon the corresponding Issue in the Playbook.
The different Status Fields within a Screening Report are generated by the expert-driven AI system of the DocJuris Analyzer and will be based on the established Positions in your Playbook. You can read more on Status Prioritization in this article, here.
Deviation Guidance: Instructions to a User of a Playbook on what approvals must be sought regarding an Issue in a Contract.
Drafter’s Note: Plain-language guidance for a reviewer about a Preferred Position or Counterparty Position meant to explain a position.
Note: If there are multiple Positions for an Issue in a Playbook with corresponding Drafter’s Notes for each (e.g., Preferred, Fallback, and/or Reject), the Screening Report will pull the Drafter’s Note from the matching Position for that Issue based on the given Language (listed in bold in the Language column).
Language: Lists relevant Language of an Issue based on the pre-configured Positions and Position Tags of that Issue in the Playbook. The Screening Report will list the Issue language in BOLD and display the language of where the Report found those associated clauses, provisions etc. in the Contract.
For more information on the different statuses, check out our article: “How Does the Screening Report Work?”