Using the Contract & Award Update Wizard
Use the Contract & Award Update Wizard to update contract and award information.
The Contract & Award Update Wizard provides users with a four-step process to update contract and award information, which includes the following:
Select Update Type
Enter Values
Select Contracts/Awards
Review and Submit
You can update the following information for your contracts:
Billing Specialist
Contract Administrator
Update the following information for your awards:
Assistance Listing Number
Award Reporting Roles
Award Status
Post Award Administrator
Principal Investigator
Navigation:
You can add the Contract & Award Update Wizard as a separate tile to a homepage or access it as a link within the Contracts WorkCenter.
This example illustrates the fields and controls on the Contract & Award Updates tile.
This example illustrates the fields and controls on the Contract & Award Update Wizard page.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_UPDWIZ1_FL |
Identify and select an update type from the available options. |
|
|
CA_UPDWIZ2_FL |
Enter the new values to be used on the update. |
|
|
CA_UPDWIZ3_FL |
Select contracts and awards to be updated. |
|
|
CA_UPDWIZ4_FL |
Review your changes to the selected contracts or awards and submit the update. |
Use the Select Update Type page (CA_UPDWIZ1_FL) to identify and select an update type from the available options.
Navigation:
This example illustrates the fields and controls on the Select Update Type page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Description |
|---|---|
|
Update Type |
Select the information to be updated. The available options are listed in alphabetical order. Options include:
|
|
Update Description |
Describe the update to be processed. |
|
Restart and Next |
These buttons are enabled after you enter the update type.
|
Use the Enter Values page (CA_UPDWIZ2_FL) to enter the new values to be used on the update. The display of the fields depends on the update type you selected in the previous step.
Navigation:
After entering the update type, click the Next button.
This example illustrates the fields and controls on the Enter Values page.
In this example, new Award PI information is entered.
After entering the new values, click the Next button to proceed to the Select Contracts/Awards step.
Use the Select Contracts/Awards page (CA_UPDWIZ3_FL) to select contracts and awards to be updated. This page displays information based on the update type you selected in the first step. You might see separate search criteria allowing you to locate specific values for the update process.
Navigation:
After entering the new values in step 2, click the Next button.
This example illustrates the fields and controls on the Select Contracts/Awards page.
You can search for contracts and awards by entering a variety of search criteria. Select the check boxes of the contracts or awards you want to update in the Search Results, then click Next to move on to the Review and Submit step.
Select the Review and Submit page (CA_UPDWIZ4_FL) to review your changes to the selected contracts or awards and submit the update. This page displays information based on the updated data. It displays all the fields being updated, in addition to other crucial information.
Navigation:
After selecting the required contracts or awards in the Select Contracts/Awards step, click the Next button.
This example illustrates the fields and controls on the Review and Submit page.
Select the Delete icon to remove a row from the update wizard.
The page displays both the current and new field values. You can make further changes to the new fields before submitting them. Then, click the Submit button.
A confirmation page displays the contracts or awards are updated through the process.
This example illustrates the fields and controls on the Review and Submit - Confirmation page.
|
Field or Control |
Description |
|---|---|
|
Update Summary |
Displays the updated status of each field. |
|
New Update |
Click this button to return to the Select Update Type step in the Project Update Wizard and begin a new update. |
You can follow the same steps to update the other contracts or awards.
Add or update the Assistance Listing Number (ALN) for the awards.
Perform the following steps to update ALN:
Select Update Type
Select the update type as Assistance Listing Number, enter a description, and go to the next step.
Enter Values
Select the Business Unit and Option. You have three options: Add an ALN, Delete an ALN, and Replace an ALN.
To add an ALN, select the New ALN and specify whether this ALN is prime or not.
To delete an ALN, select the existing ALN.
To replace ALN, select both the existing ALN and the new ALN to update. The existing and new values cannot be the same.
Select Awards
In this step, you can search awards to add or update the ALN.
The Enter Values page sets the Business Unit as the default value. Selecting Delete or Replace an ALN on the Enter Values page defaults the entered ALN to the search criteria. On the Search Result, select the awards and click Next.
Note: Functionality is impacted based on whether the Business Unit permits multiple ALNs per award or a single ALN per award. Only one ALN must be marked as the Primary ALN. Step 3 validations function differently to ensure a primary ALN is selected.
Review and Submit
Review the award and ALN details and Submit. If you are adding ALN to awards, you can still change the Prime status from this page.
You can update reporting roles and personnel for the awards.
Perform the following steps to update Award Reporting Roles:
Select Update Type
Select the update type as Award Reporting Roles, enter a description, and proceed to the next step.
Enter Values
Enter the Business Unit and select an option that you want to update. Four update options are available: Add Personnel, Delete Personnel, Update Personnel for Role, and Update Role for Personnel. For adding and deleting personnel, you need to enter the reporting Role and Name of the personnel.
If you are updating Personnel for Role, you need to provide the current and new names of the personnel.
When updating the Role for Personnel, you must select both the current reporting role and the new one for the personnel.
Click Next.
Select Awards
In this step, you can search the awards to add or update the Reporting Personnel and Roles.
Some fields in the search criteria default to the value entered and selected on the Enter Values page.
On the Search Result, select the awards and click Next.
Review and Submit
Review the award and newly added details, and submit.
Change the award status in bulk.
Perform the following steps to update Award Status:
Select Update Type
Select the update type as Award Status, enter a description, and go to the next step.
Enter Values
Enter the Business Unit and select an Award status that you want to update.
Select Awards
Search the awards for which you want to update the status.
Review and Submit
Review the award details, old status, new status, and submit.
Update the billing specialist name for the contracts.
Perform the following steps to update Billing Specialist:
Select Update Type
Select the update type as Billing Specialist, enter a description, and go to the next step.
Enter Values
Enter the Contract Business Unit, Billing Business Unit, and Billing Specialist names. Click Next.
Select Bill Plans
Contract Business Unit and Billing Business Unit in the search criteria are defaulted from the entered values.
Search the contracts using the criteria, select contracts for which you want to change the Billing Specialist, and click Next.
Review and Submit
Review the contract details, old billing specialist, new billing specialist, and submit the updates.
Note: Billing plans with status of Reversed, Cancelled, and Complete are not eligible for update.
Update the contract administrator name for the contracts in bulk.
Perform the following steps to update Contract Administrator:
Select Update Type
Select the update type as Contract Administrator, enter a description, and go to the next step.
Enter Values
Enter the Contract Business Unit, select the Contract Administrator name, and click Next.
Select Contracts
Search the contracts using the criteria, select contracts for which you want to update the Contract Administrator, and click Next.
Review and Submit
Review the contract details, old contract administrator, new contract administrator, and submit the updates.
Update the Post Award Administrator name for the awards in bulk.
Perform the following steps to update Post Award Administrator:
Select Update Type
Select the update type as Post Award Administrator, enter a description, and proceed to the next step.
Enter Values
Enter the Award Business Unit, select the Post Award Administrator name, and click Next.
Select Awards
Search the awards using the criteria, select awards for which you want to update the Post Award Administrator, and click Next.
Review and Submit
Review the award details, old Post Award Administrator, new Post Award Administrator, and submit the updates.
Update the Award Principal Investigator (PI) name for the awards in bulk.
Perform the following steps to update the Principal Investigator:
Select Update Type
Select the update type as Principal Investigator, enter a description, and proceed to the next step.
Enter Values
Enter the Award Business Unit, select the Award PI name, and click Next.
Select Awards
Search the awards using the criteria, select awards for which you want to update the Principal Investigator, and click Next.
Review and Submit
Review the award details, old award PI, new award PI, and submit the updates.