Maintaining Contract Associations with Agency Views

The Agency Views tab on the Contract Progress Summary contains a list of agency views associated with the contract. An agency view is a component created by your agency to support a specific business function.

Creating an association between an agency view and a contract creates an instance of the agency view that is populated with relevant information from the contract. You can access this instance by selecting the name of the agency view from the Actions menu on the Contract Progress Summary component header. If the agency view was used to enter data but the agency view association becomes inactive, users can view but not add or modify data displayed in the agency view instance.

Each row represents an association between this contract and an agency view. Each row includes an Actions button and current values in these fields:

• Name

• Title

• Entity

• Effective Date

• Expiration Date

• Status

• Active

You can modify values in the status and date fields to indicate the status of an association.

Click in a field and add, change, or delete information as needed. Click the Save button when you are finished.

To delete an association between the contract and an agency view, select Delete from the Actions menu on the agency view row. To reverse the delete action, click the Undo button. To save your changes, click the Save button.

To view additional information about an associated agency view, click the Name link, or select Agency View from the Actions menu on the component header. The system takes you to the Agency View Summary. For more information, see Maintaining an Agency View.

To access an agency view instance associated with this contract, select the name of the agency view from the Actions menu on the Contract Progress Summary component header.  

Associating Agency Views with a Contract

In order for agency personnel to use agency views to record contract data, the agency view must first be associated with the contract. To create an association between the contract and one or more agency views, perform the following steps:

1. On the Contract Progress Summary, click the Agency Views tab, and then click the Select Agency Views button.
   
   The system displays a modal window that lists agency views with a parent entity of contract.

2. Click the row for each agency view you want to associate with the contract.
   
   The system adds a check mark beside each agency view you select and shades the row. To cancel a selection, click the selected row again.

3. When you are finished, click the Add to Contract button.
   
   The system closes the modal window, adds the selected agency views to the list on the Agency Views tab, and saves the changes automatically. Each new row is added with a status of inactive.

4. If you want an association to be active, you must modify the effective date and status, and then save your changes.

Related topics:

Maintaining Contract Progress

Maintaining an Agency View