Placing a Manual Organization Level Hold
To place a manual organization level hold:
- Navigate to the Subcontracts by Organizations Page
Choose Search for Subcontractors from the Organizations Menu on the Home page.
- Use the auto-complete feature. When you start entering an organization's name, auto-complete shows a drop-down list of matching organizations on the system.
- Select an organization from the list to see the Subcontracts by Organization page for that Subcontractor.
- From the Subcontracts by Organization page, select the Manage Organization Level Hold link from the Actions menu. A Manage Hold dialog box displays.
Note: Only Enterprise and Local Administrators can access the Manage Organization Level Hold link.
- (Optional) Add a private note about the hold. Only other Administrators in your organization will see the private comment when they choose the Manage Organization Level Hold link.
- (Optional) Select the Notify Subcontractor check box.
Subcontractors will not know they are on an organization 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 Organization) page. The notification includes the Administrator who placed the hold and the date it was placed.
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Last Published Wednesday, July 10, 2024