Manage Contract Profiles
You may specify criteria to view the existing contract profiles in your facility. A color code indicates whether the item in the results list is checked in and available for check out (pale yellow), checked out to you (white) or checked out to another user (gray).
Procedure
- To access the Contract Profile Management page, select Go To > Contract Loading > Contract Profile Management.
- Specify the selection criteria, and then click Refresh View. The results appear.
In the Contract Name field, it is not necessary to enter the contract’s entire name. You can enter a portion of the name, and the system will return all contract profiles containing that entry. For example, “FBL” would match “2004 FBL,” “2005 FBL,” “FBL test,” and “FBL3.”
- Optionally, on this page you may perform the following actions:
- Click Add Contract Profile. The Add Contract Profile page opens. For more information, refer to Add a Contract Profile.
- Click Copy Contract Profile - Advanced. The Copy Contract Profile - Advanced page opens. For more information, refer to Copy a Contract Profile - Advanced.
Field Descriptions
The following table describes the fields on the Contract Profile Management 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 Status |
In the criteria section, used to filter results based on the contract profile check out status Date, time and user information of when the profile was last checked out or updated |
|
Contract Name |
Name of the contract profile. Clicking the link in the results list displays the View/Edit Contract Profile page |
|
Display Contracts Without Profiles |
Option to includes contracts with no profiles in the search |
|
Display Only Most Recent Profile(s) |
Option to Include only the most recent profiles in the search |
|
Effective |
Date range during which the contract is effective |
|
Facility/Location |
Facility or group of facilities in which the contract profile was created |
|
Impl. Stage |
Current implementation stage of the profile |
|
Impl. Status |
Current implementation status of the profile; progression within the current implementation stage |
|
Responsible Org |
Organization responsible for the implementation |
|
Sort |
Order in which the results are sorted |
Link on the Contract Profile Management Page
- Add Contract Profile displays the Add Contract Profile page. For more information, refer to Add a Contract Profile.
- Copy Contract Profile - Advanced displays the Copy Contract Profile - Advanced page. For more information, refer to Copy a Contract Profile - Advanced.
- Update Profile Responsibility displays the Update Contract Profile Responsibility page. For more information, refer to Update a Contract Profile Responsibility.