Allocate Assignment Details

All contracts are located in Acquittals Dashboard from the Contract Management Hub app.

The Supplier Administrator or a Service Outlet Manager already assigned to the contract, is able to update the contract's Assignment Details.

Note Prerequisite to performing this task: the Supplier AdministratorClosed Superuser or Mainuser are two other terms used. This role is responsible for managing a Funded Organisation's individual user accounts and organisational activity assignments. Other users may be elevated to be "Administrator" like. has created one or more users and assigned permission roles to the user/s. Refer to Create a user and Assign Permission Role/s.

Warning It is recommended there is a minimum of two different users (staff members) to each Service Outlet. This ensures the staff member responsible for submitting reports is not the same as the staff member approving those reports.

  1. From the Acquittals Dashboard, click  Contract Management Hub app.

  2. Click the Contract Number with the Current Status of Awaiting Funded Org Role Setup.

    Tip Refer to Search for contracts for more information on searching for contracts.

  3. Click Assignment Details section.

  4. Click Assign/Edit Assignee.

  5. For each assignment (i.e. Service Outlet Manager, Service Outlet Data Entry User, Supplier Budget and Finance Officer and Organisation Director), click the dropdown and select the user.

    Note  

    • The Organisation Director assignment is optional (i.e. it may be left blank)

    • When either the Service Outlet Manager, Service Outlet Data Entry User, or Supplier Budget and Finance Officer user is changed, ANY work itemClosed Work Item is known by many names ... report, acquittal, form, work order./s assigned to the original user are delegated (reassigned) to the new user.
      (pre-requisite: the original user has the same role as the new user)

  6. Click Save.

    The Current Status updates to Pending Department Setup.

Note If this is a new contract being set up, consider updating the Associated Outlet Details. Refer to Update Associated Outlet Details.