Triage contract playbook deviations
Rank scored contracts by playbook compliance so low-scoring agreements receive review first.
Last updated July 20, 2026 · 6 min read#Page purpose
Rank scored contracts by playbook compliance so low-scoring agreements receive review first.
| Application route | Intended audience |
|---|---|
| /lex/playbooks/portfolio | Heads of contracts, contract lawyers and knowledge managers |
#Before you start
- Sign in as heads of contracts, contract lawyers and knowledge managers and confirm WatheeqTech shows /lex/playbooks/portfolio; hidden controls indicate that your account lacks the required permission.
- Confirm the reporting scope and source-data freshness before interpreting a KPI, score or derived portfolio value.
- Collect the reason, authority and supporting evidence required for any governed decision or state transition.
#How to use this page
- 1Establish the scope
Filter by contract type and maximum compliance score, then keep ascending order to place the worst-scoring contracts first.
- 2Interpret the evidence
Compare scored, average, at-risk and healthy indicators for the visible page and inspect each contract’s deviation summary.
- 3Act on the finding
Open the affected contract or return to the playbook catalog to correct a contract deviation or improve the governing playbook.
#Governance and expected result
- Operate only within the tenant, role and record visibility granted to you.
- Record the decision, reason and supporting evidence before completing a governed action.
- Treat dashboard and derived Entity 360 values as decision support; verify material conclusions against the linked source record.
- Correct data in the owning legal record rather than editing an aggregate or exporting an ungoverned copy.
You used /lex/playbooks/portfolio to rank scored contracts by playbook compliance so low-scoring agreements receive review first. The result is visible in WatheeqTech and traceable to the acting user, tenant and source legal record.