Maintaining DWR Agency Views for Reference Items

For agency personnel to use agency views to record item information to a Daily Work Report (DWR), you must first associate the agency view with the reference item and then add that association to the corresponding contract item.

The DWR Agency View Reference Item Association Overview allows you to maintain the associations of one or more DWR agency views with a reference item. One DWR agency view may also be associated with multiple reference items.

To access the DWR Agency View Reference Item Association Overview, go to the Item Overview and select DWR Agency Views from the Actions menu on the item row, or click the quick link on the Item Summary.

The component displays a list of all the associations between the reference item and DWR agency views. Each row displays an Actions button and current values for these fields:

• Name

• Title

• Entity

• Effective Date

• Expiration Date

• Status

• Active

To maintain a DWR agency view association, click anywhere in that association's row. The system highlights the row in blue and displays information in labeled fields. You can change information in the Effective Date, Expiration Date, and Status fields.

To view or maintain settings for the DWR agency view, select Agency View from the Actions menu on the association's row. For more information, see Maintaining an Agency View.

To remove the association between a DWR agency view and the reference item, select Delete from the Actions menu on the association row. This does not delete the DWR agency view from the system, only from its association with this reference item. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished making changes to the DWR agency views associated with the item, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Associating DWR Agency Views with the Reference Item

Follow these steps to associate one or more DWR agency views with the reference item:

1. On the DWR Agency View Reference Item Association Overview, click the Select Agency Views button.
   
   The system displays a modal window for selecting agency views.

2. Type criteria in the Quick Find search box to locate the agency view you want to associate with the reference item.
   
   The system lists agency views that meet your search criteria and for which DWR Item Posting is the associated entity.

3. Click the row for each agency view you want to associate.
   
   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.

4. Click the Add to Reference Item button.
   
   The system closes the modal window and adds the new DWR agency views to the list on the DWR Agency View Reference Item Association Overview.

5. Click the Save button.

Related topics:

Maintaining DWR Agency View Contract Item Associations