Releasing Automatic Organisational Level Holds
To release automatic organisational holds:
- Navigate to the Subcontracts by Organisation Page
- From the Organisations menu at the top of the TPM Home Page, choose Search for Subcontractors.
The Subcontracts by Organisation screen displays. - Use the autocomplete feature.
Note: When you start entering an organisation's name, autocomplete shows a drop-down list of matching organisations with accounts on the system.
- Select an organisation from the list to see the Subcontracts by Organisation screen for that Subcontractor.
See Subcontracts by Organisation.
- From the Organisations menu at the top of the TPM Home Page, choose Search for Subcontractors.
- 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 the organisation on hold.
- Choose the Manage Organisation Level Hold link. A Manage Hold dialog displays. The Hold Details section will list the changes that triggered the hold.
- (Optional) Select the Notify Subcontractor tick box.
- (Optional) Enter a comment to include in the notification.
- Choose the Release button.
The organisation level hold is removed from all contracts with the Subcontractor. If you selected Notify Subcontractor, an email will be sent.
Note: If a Subcontractor is on both automatic and manual organisation hold, the Hold Details section of the Manage Hold dialog will list the changes that triggered the automatic hold and any private comments included in the manual hold.
Last Published Wednesday, July 10, 2024