Activate FS contract

Warning The Activate button for the contract is only available when the contract is in the Activate contract project workflow task AND the contract status is Created or Published.

Before activating a contract ensure to perform the Validate for Activation process.

This procedure ensures the contract is in a valid state prior to activating. This process is performed during two workflow tasks. This is the second (and final) opportunity to perform the action before the FS contract is activated.

  1. From the contract, click the ellipsis (... in the right-hand corner of the screen).

    Contract with the ellipsis popup menu displayed

  2. Click Validate for Activation

    Validation for activation results screen

    Note Each of the four activation test MUST have a Success value. This is expected and normal for this point to proceed with contract activation.

  1. From the contract, click Activate.

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  2. Click Confirm.

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  3. Click Confirm.

The contract's status updates to Active.
The Activate button is no longer available.

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Tip When the project is not known, try navigating to the procurement project via the contract located in the contract register. Refer to Search for contracts from the Contracts Register

Use the contract's Sidebar menu for: links to the project, the current workflow task, and the supplier (i.e. the Funded Organisation's profile.

Example From the contract's sidebar menu:

  • Click Details tab > Settings > Details.

  • Click the prj_ hyperlink in the Project field.

    Contract details from the contract register

  1. From the FS project, click Process tab > Workflow.

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  2. Click Complete Task hyperlink for the Activate contract workflow task.

  3. Ensure the PROMOTE TO TASK dropdown list is set to Manage contract.

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  4. Click Confirm.

  5. Click Confirm.

The Activate contract workflow's TASK STATUS updates to Completed.
The Manage contract workflow's TASK STATUS updates to Running.

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Note The FS contract will remain in the Manage contract workflow until the contract requires a variation or is to be closed.