Placing an Organisation Level Hold
To place a manual organisation level hold:
- Access the Subcontracts by Organisation page for the organisation on which you will apply an organisation level hold.
- Use the auto-complete feature. When you start entering an organisation's name, auto-complete shows a drop-down list of matching organisations on the system.
- Select an organisation from the list to see the Subcontracts by Organisation page for that Subcontractor.
- From the Subcontracts by Organisation page, choose the Manage Organisation Level Hold link. A Manage Hold dialog displays.
Note: Only Enterprise and Local Administrators can access the Manage Organisation Level Hold link.
- (Optional) Add a private note about the hold. Only other Administrators in your organisation will see the private comment when they choose the Manage Organisation Level Hold link.
- (Optional) Select the Notify Subcontractor tick box.
Subcontractors will not know they are on an organisation level hold unless you choose Notify Subcontractor.
- (Optional) Enter a comment to include in the notification to the Subcontractor on hold.
- Choose the Hold button.
The hold is placed on all contracts you have with the Subcontractor. An email will be sent, and a notification will display on the Subcontractor's Contract Status page.
- The hold is placed on all contracts you have with the Subcontractor.
- A notification displays on the (Subcontracts by Organisation) page. The notification includes the Administrator who placed the hold and the date it was placed.
Last Published Wednesday, July 10, 2024