Adding an Administrative Office to the Contract

The Administrative Offices tab on the Add Contract component enables you to associate one or more administrative offices with the contract. Offices added to the contract follow the order of your agency's administrative office hierarchy in reference data.

When adding the first administrative office for a contract, if you select an office with an office level higher than one, the system automatically adds all of the lower level offices associated with that office in reference data. If needed, you can change any of these lower level offices by deleting the row and adding another office at the same level. After the first administrative office has been activated for the contract, you can add additional offices, but the system no longer automatically adds the lower level offices.

Only one office from each level can be activated for the contract at a time. That is, if you add more than one office at the same level, the active period between the effective and expiration dates for the two offices must not overlap. An administrative office cannot be removed from the contract while it is active.

Follow these steps to add one or more administrative offices to the contract:

  1. Click the Select Administrative Office button.

    The system displays a modal window for selecting administrative offices.

  2. In the modal window, locate the office you want to associate with the contract by typing criteria (or a level number) in the Quick Find search box.

    The system lists all the available offices that meet your search criteria. If you entered a level number, the system lists all the offices available at that level.

  3. Click the row for the office you want to add to the contract.

    The system adds a check mark beside the office you select and shades the row.

  4. Click the Add to Contract button.

    The system closes the modal window and lists the new office on the Administrative Offices tab.

  5. To activate the office, expand the new office row and enter values in the Effective Date and Status fields. It is not required, but you can also enter an Expiration Date.

  6. Click the Save button.

Related topics:

Managing Contracts

Maintaining a Contract

Maintaining Contract Administrative Offices

 

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