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Archiving Contracts

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During PRISM implementation a specified allotment of contracts were provisions for the PRISM instance.  The contract allotment is based on contract negotiations.  PRISM manages the contract allotment by deducting from the allotment when contracts are added and adding to the allotment (up to allotment amount) when a contract is deleted or archived.

 

A dashboard item that displays the current contract usage, is available.

 

Contract Archival is the process of removing a contract from PRISM usage.  This action effectively makes the contract non-serviceable.  The archival of the contract does the following:

 

1.Marks the contract as archived.

2.Add the contract to the Archived list

3.Removes the contract from PRISM contract listing

4.Removes the contract from PRISM reports

5.Adjust the contract allotment to allow additional contract usage.  That is, the contract no longer counts towards the contract allotment.

 

Its important to know that archiving a contract also archives its ancillary data.  The follow data is also archived when a contract is archived.

 

1.Contract-related spend (prime and sub)

2.Payrolls associated with the contract

3.All contractual data (primes, sub, goals, sub invoices, complaints, funding sources, etc.)

 

An archived contract will remain in PRISM, in an archived state for ninety (90) days before being removed from PRISM, transformed to XML, and moved to the PRISM sFTP.  Up to ninety (90) days, the contract can be unarchived.  Unarchiving a contract returns the contract to being serviceable.  The unarchived contract will count against the contract allotment.

 

 

 

     Clicking on the Archival Quick Filter will display a list of archived contracts. 

     No actions are associated with these contracts.

 

 

 

 

Archiving a Contract

 

To archive a contract,

 

1.From the contract list, select "Archive" from the target contract

 

2.Click "Continue" to confirm

 

 


Unarchiving/Activate a Contract

 

To Unarchive a Contract,

 

 

 

1.From the Contract Management module, click the "Archived" Quick Filter

2.Identify the target contract and select "Activate Contract" from the small hamburger menu

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unarchiving/Activate multiple Contracts

 

To Unarchive Contracts,

 

 

 

 

1.From the Contract Management module, click the "Archived" Quick Filter   

2.Check the boxes, in the first column, of the target contracts

3.Click the "Unarchive these" button

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


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