Agreement Screen

The Agreement screen displays the Agreement Types as individual tabs. As these are configurable, if the Agreement Type tabs cannot fit on one line, they shall wrap in rows. The number of entities under each Agreement Type shall be totaled and displayed next to the Agreement Type name. The User can view and/or add new Agreement Types/Child Types via a tree. When the user mouses over the node a 'Add' and 'Delete' icon will be presenting (when appropriate config/security exists). The user can click on the node to view the details of the Agreement/Child Agreement. The top node of the tree will identify the Agreement type - the user can initiate adding (highest level) Agreement from that node . The first node of all Agreement trees is the applicable Agreement Type.

When the user selects a record in the tree, the bottom portion of the screen displays the detail of the record. The section header will display the name of the Agreement Name(or Child Agreement Name). The section will list the applicable 'tabs' for the Agreement Type (based on configuration).

View Agreements

When the User clicks on Agreements tab on left hand side pane, an Agreement screen is displayed. The User can add new agreements under different agreement type which will be displayed when that particular agreement type is selected.

Chnages to Agreement Screen

To update existing agreement, the user can click on the related tab and edit the information.

Agreement Screen Detail

 

Note: If a Plan has been linked when viewing the plan through Plan screen which is accessed from left hand navigation the data will only viewable and non-editable.

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