Add a New Contract
Overview
There are two ways a new contract can be added to Contract Manager. First, a contract can be entered completely from scratch, with the user creating all strategies, tiers, and accessorials by hand. A contract can also be Cloned from an existing contract, which allows all of the rating information from the original contract to be copied into a new contract. This can dramatically reduce data entry workloads if multiple contracts with similar rating information need to be created.
Process
To Add a New Contract from Scratch:
- Perform a search for the contract. If any matching results are found, consult a supervisor before adding a new contract. See Search for a Contract for details.
- Click New.
To Add a New Contract by Cloning an Existing Contract:
- Perform a search for the contract to be cloned. See Search for a Contract for details.
- Click Clone.
The Contract Clone window opens. While duplicate values can be used for all fields in this window, it is not recommended; if all the identifying details are remaining the same, it is unlikely a new contract is needed. See Enter Contract General Details for details on each of these fields.
- Enter a New Reference number for the new contract, if needed.
- Enter a New Description for the new contract, if needed.
- Enter an Effective Date for the new contract.
- Select Original Contract Expires the Same Date if the new contract should expire at the same time as the original.
- Click Clone to create the new contract or Cancel to discard it.
Result
The new contract opens to the General Details tab.
