CATS System Welcome Screen
Post on 07-Jan-2016
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CATS System Welcome Screen
Program Access and Authority
Three levels of access:Super User: Can update and delete assigned program records (Contract Administrator).Update User: Can view only assigned program records and update restricted records (Contract and Operational Managers).View User: Can view only assigned program records and can not update records (Auditors and Managers).
Users may have access to contract info for one
or more Programs.
Clicking on the Contracts tab will access the contracts for a
particular program.
Contract Search/Add Contract
Note that existing
contracts display
when the Contracts
tab is opened.
And a link is provided to Add a New Contract.
We’ll demonstrate the Add Contract screen first.
Adding New Contracts
*=
Mandatory fields
Add =Editable drop down fields
Contract Status
Active= contract is current in force
Inactive= contract has expired but activity remains
Closed= contract closed and activity complete
Contract Category
Categories may be unique to a Program or apply to multiple programs.
Contractor Information
Drop down menu for Contractors will display all Contractors entered into the system
Or the Add button allows new vendor info to be added
Adding New Contractors
The contractor screen allows new vendor information to be added
Manager Administration
All managers share a single data base. Drop down menu will display existing managers.
Or the Add button allows new managers to be added
Manager Administration
Persons may be added as a
Contract Manager, Operations Manager or
Procurement Manager using the drop down menu
Pending Enhancement
Email addresses are being added for activity notification
Existing Contract Search
All contracts will display
that are assigned to the selected
program.
Clicking on the link will display the contract information
Main Contract Page
Note on this entry future possible renewals have been pre-loaded…
….but not executed.
Existing Contract Administration Screen
Contract deliverables can be added by accessing the contract’s deliverable link.
Deliverable Administration
All deliverables may be added in advance with due
dates.
The Date Completed field is updated and the Complete
flag is changed to “yes” by the
contract manager when the deliverable
is accepted.
Pending Enhancement
Adding invoice and payment information is a pending enhancement.
Pending Enhancement
When the deliverable payment and invoice information is added and the Complete flag is changed to Yes, a deliverable performance survey opens. If Fair or Poor performance is selected, a further explanation is required.
Existing Contract Administration Screen
Contract changes are made through the Changes tab.
Changes are:
•Amendments
•Renewals
•Extensions
•Other
Renewals may only be added
to the Changes
page if the Renewal
Option flag is set for
Yes.
The number of renewals that can be entered is limited to
the number in the
Renewals Num field.
Change Administration
The Change Administration
page will display a
summary of activity related to the contract and a link is provided to display any
unique change event.
Note the headers for the various types of contract changes.
Amendment Administration
Clicking the link will display the specifics of the contract change item selected.
Clicking the Add button here opens an Add New Amendment screen.
Renewals may be added only if the main contract pages has been set for renewals as previously discussed. If the main page has not
been set for renewals, or if the number of available renewals on the main page have already been entered, the Add button will not appear.
Renewal Administration
Note that the optional renewal has been added in advance...
..but the “Execute” button will not be activated until the actual renewal is executed.
The Contract End date will change to the date specified as the Renewal end Date and the renewal amount will be added to the Total Contract Value on the Contract Main Page.
Extension Administration
Systematically extensions operate just as renewals do
Other Activity Administration
The Other tab is used to document information related to the contract that are not amendments, renewals, or extensions. An example is changes in contractor staff that do not require formal amendments.
Contract Closeout
At the completion
of the contract. The
contract manager
must change the contract
status to Closed.
Pending Modification
Upon closing the contract a Closeout Survey opens. There are five (5) performance assessment questions and six (6) financial assessment questions.
The survey averages all of the individual deliverable scores and allows the CM to accept this as the overall contract score or change the score and provide an explanation.
Pending Modification
Once the contract is
closed and the survey is
completed, the Contract Admin
screen will display a survey
link.
Pending Modification
The survey is a PDF document
that can be printed and
placed in the contract file.
Reports
Notification SystemContract, Operations and Procurement
Managers will be notified upon a pre-set time frame concerning contract expiration.
Contract Managers will be notified when a deliverable due date has been reached but has not yet been accepted.
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