Agreement Roles

Agreement roles associate a client with an agreement and define the relationship the client has on that agreement. Multiple roles can be designated under one agreement. Security privileges determine if a user can add and update agreement roles.

How it Works

The Agreement screen provides the user with the ability to add, view and edit agreements for a group customer. When a customer record is open and the Agreements link in the Entity Navigation link is clicked, a Roles tab is visible as a sub link under the " Bank Letter, Contract, Enrollment, and Performance Guarantee" tabs. The Add button is available if the user has security privileges. Each role listed in the Role tab has a hamburger menu of functionality, which is also controlled by security.

The user can select the Roles tab to add a new agreement role or edit existing agreement role details for the selected role. Once agreement roles are established and disabled based on status and type, it is possible to add additional roles via an activity.

Steps to Create a New Agreement Role

  1. Open the Group Customer (using search for a customer). Group Customer screen opens.

  2. Click Agreementslink on the Entity Navigation list. The Agreement screen will appear.

  3. Click Agreement Type tab under which the agreement to be added. For example, if the Bank Letter, Contract, Enrollment, and Performance Guarantee Agreement Type tabs include the Roles as sub link. Click the Roles sub-tab from there.

  4. Click Add. The Add Agreement Role window will display. The Add button is only available to users with proper security privileges. Some agreement types and statuses may not support the addition of roles.

  5. Choose the method for finding the client that will be assigned the role.

    • Find Client allows the user to enter the applicable search criteria to select a client already established in OIPA.

    • New Client takes the user to the Client screen where a new client can be created.

    • Find Customer allows the user to enter the search criteria to select an existing customer established in OIPA. This will only be visible if configuration supports this option.

  6. Select the agreement role type from the Type drop down box.

  7. Enter any additional descriptive field data as it pertains to the role.
  8. Select Save from the top of the screen when finished.

Steps to Modify or Delete an Agreement Role

  1. Open the Group Customer (using search for a customer). Group Customer screen opens.

  2. Click Agreementslink on the Entity Navigation list. The Agreement screen will appear.

  3. Click Agreement Type tab under which the agreement to be added. For example, if the Bank Letter, Contract, Enrollment, and Performance Guarantee Agreement Type tabs include the Roles as sub link. Click the Roles sub-tab from there. The Agreement role list is displayed in a tabular view with a hamburger menu under the Action column.

  4. On mouse hover on the menu, it shows the below options. Select the option.
    • Edit Role Details allows the user to edit the configurable fields and save the modified data.
    • Edit Client Details navigates the user to the Client screen where client details can be modified.
    • Delete Role removes the role from the agreement.

Steps to Add Agreement Roles Via an Activity

  1. Open the Group Customer (using search for a customer). Group Customer screen opens.
  2. Click Add Activity on the Action list below the Entity Navigation list. The Activity window opens.
  3. Select the activity from the drop down list that will be used to add roles.
  4. Enter the activity details in available fields.
  5. Click OK. The role is added to list of activities in the Activity screen.
  6. Click the process icon next to the activity to process it. Activity results can be reviewed by clicking the activity row (expander button) in the Activity screen.