Check Out / Check In a Contract Profile

You must check out a contract profile in order to modify it. When finished, you must check in the profile to make it available to other users. The check out/check in process prevents mistakes that may occur from multiple users accessing the same profiles at the same time.

  1. Access the Contract Profile Check Out/Check In page.
    • Select Go To > Contract Loading > Contract Profile Management. The Contract Profile Management page opens.
    • To reduce the number of listed tables, enter your selection criteria and click Refresh View.
    • Right-click a link in the Contract Name column, and then select Check Out (or select Check In if the profile is currently checked out to you).

    Note: The right click feature is only available with IE 11, and may not work as expected with Chrome or Microsoft Edge browsers.

    • The Contract Profile Check Out/Check In page opens.
  2. Type a comment that describes your reason for checking out/checking in the profile. The comment you type is accessible to other users from the Contract Profile Management page.
  3. Click Check Out (or Check In).

The following table describes the fields on the Contract Profile Check Out/Check In page.

Field

Description

Activation Date

Date when the profile is available for processing (repricing)

Active Status

Indicates the purpose and progress of the contract profile you are editing

Check Out History

Recorded information of each check out/in of the contract profile; includes a date/time stamp and user ID of each check out and check in, plus the user’s comment(s)

Comment

Comments concerning the account, contract, or issue

Contract Facility / Location

Name of the facility or group of facilities the contract applies to

Contract Name

Name of the contract profile

Effective Date

Effective date for the contract

Impl. Stage

Current implementation stage of the profile

Impl. Status

Current implementation status of the profile; progression within the current implementation stage

Termination Date

Date when the profile is terminated, or no longer effective

  • Contract Profile Management displays the Contract Profile Management page. For more information, refer to Manage Contract Profiles.
  • Add Contract Profile displays the Add Contract Profile page. For more information, refer to Add a Contract Profile.