Maintaining a Reference Specification

A reference specification is a requirement or provision for the work completed on an agency contract, and for the payment for that work.

The Reference Specification Summary component contains all of the information currently recorded for the specification, including a list of its specification conditions.

To access the Reference Specification Summary component, click the Reference Specifications link on the Reference Data component on the Dashboard, and then click the Specification Name link for the specification you want to view.

The upper section of the component contains general detail information for the specification. You can view or change information in these fields:

The lower part of the component contains a list of all the conditions that have been recorded for this reference specification. You can expand a condition row to display a subordinate list of condition fields. Each condition row contains an Action button, the Specification Condition Name, and the number of fields associated with the condition.

If a condition includes condition fields, you can expand the condition row to display condition fields in subordinate rows. Each condition field row contains an Actions button. Depending on the type of condition field selected, you can view or change values in these fields:

Click the New button to add a new specification condition.

Click in a field and add, change, or delete information as needed.

Caution: If you set the Status of the reference specification to Inactive, no further changes can be made, including changing the status to Active.

The component Actions menu has the following functions:

Actions

Select Copy Reference Specification to copy an existing specification. See Copying A Reference Specification.

Select Open Action Relationship to view the action relationship associated with a specification. See Maintaining Action Relationships for a Material.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

The row Actions menu has the following functions:

Actions

Select Delete to delete a specification condition. Select the Undo button to reverse the delete action. Click the Save button.

Select Duplicate Row to copy a specification condition. Click the Save button.

Select Insert Row to add a new row in a specific location within the list. The system adds a new row directly below the selected row. Click the Save button.

Select New Reference Specification Condition Field to add a new specification condition. Click the Save button.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Copying A Reference Specification

To copy an existing reference specification, its conditions, and condition fields to an action relationship:

Select Copy Reference Specification from the Actions menu.
Click the row of the Action Relationship to which you want to add the specification.
Enter a value in the Specification Name field.
Click the Add to Action Relationship button.