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--- contract_edit_options [2018/08/30 13:26] – lisa.maloney
+++ contract_edit_options [2024/08/08 15:49] (current) – tina.robles
@@ Line 2: / Line 2: @@
 This section will explain the following Contract Edit Options: Edit Family, Edit Dates and assigning Contract Editors to the contract.
+{{:pasted:20240808-154213.png}}  {{:pasted:20240808-154222.png}}
 -----
 **Edit Family**
-Users with FINAL APPROVER rights will have the option to Edit Family information on a contract.  The changes made will not need to go through an approval process and will go into effect immediately.
+//**Contract Approval Role - Finalizer**//
+**Actions: Edit Family, Edit Dates, Amend, Renew, Terminate, and Copy**
+Users with FINAL APPROVER rights will have the option to Edit Family information on a contract.  Users have the option to Edit Family information or Edit Dates on a contract. The changes made will not need to go through an approval process and will go into effect immediately.
 Clicking Edit Family will put the Family Info section into edit mode - the rest of the contract will be in a view-only state.
-{{:pasted:20180830-132313.png}}
+//**Contract Approval Role - Intermediary**//
-{{:pasted:20180830-132402.png}}
+**Actions: Amend, Renew, and Copy**
+Users with the Intermediary contract approval role are the first approvers; the contract is not usable until the final approver approves the contract. This gives the client the ability to have 2 approval levels. Anything they create will move to the final approval status.
+//**Contract Approval Role - Submitter**//
+**Actions: Copy**
+Users with the Submitter approval role have rights to create a contract but not approve them.
+{{:pasted:20240808-154254.png}}
+{{:pasted:20240808-154328.png}}
@@ Line 26: / Line 45: @@
 Payment Frequency - Editable if the Contract Type is Pay Using Sale Data and there are NO COMPLETE CLAIMS.
+To save changes click Save.
+{{:pasted:20240808-154358.png}}
+To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit.
+{{:pasted:20240808-154428.png}}
+-----
+**Edit Dates**
+Users with FINAL APPROVER rights will have the option to Edit Date information on a contract.  The changes made will not need to go through an approval process and will go into effect immediately.
+Clicking Edit Dates will put the Date Info section into edit mode - the rest of the contract will be in a view-only state.
+{{:pasted:20240808-154505.png}}
+{{:pasted:20240808-154528.png}}
+If there are NO COMPLETE claims, then the start and end date can be changed to any dates which don’t overlap other contract versions.  If there are complete claims, then the dates entered must not orphan claims, meaning the claim’s delivery dates must be completely contained within the contract’s start and end dates.
+To save changes click Save.
+{{:pasted:20240808-154547.png}}
+To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit.
+{{:pasted:20240808-154600.png}}
 -----
@@ Line 33: / Line 80: @@
 A user who created a contract can Edit, Amend and Renew that contract.  Now, there is an option for the Contract Creator to select additional users to have access to Edit, Amend and Renew Contracts.
-To give Edit rights to another user, click the Contract Editors option on the contract header.
+To give Edit rights to another user, click the Contract Editors manage hyperlink on the contract header.
-{{:pasted:20160222-123452.png}}
+{{:pasted:20240808-154725.png}}
 This will open the Contract Editor Management popup.  The right grid displays the current contract creator.  To select a user to edit the contract, click the right arrow Action button on the left grid for that user.  This will then display that user in the right grid.
-{{:pasted:20160222-125352.png}}
+{{:pasted:20240808-154823.png}}
 After selecting a user to Edit, select the Role for that user from the dropdown.  The options are Admin or Editor.
@@ Line 46: / Line 93: @@
 Admin: This gives the selected user options to Edit, Amend and Renew the contract as well as the option to add or remove additional users edit access.
-{{:pasted:20160222-125824.png}}
+{{:pasted:20240808-154916.png}}
+**Users with the same Approval level or lower Approval level must be assigned by the Contract Creator as an Editor if they need to maintain a contract.**
 After making the selection, click Save.  Click Close to close the window without saving the changes.

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