Navigation:  Application Modules > Contracts > Contracts > Activities/Actions

Contracts within EnergySteward.com can have 'Activities/Actions' associated with them.  These 'Activities/Actions' provide a mechanism to setup future alert/notification markers for important contract related events.  For example, if you want to be notified 60 days prior to a contract provision date (contract trigger event) then you can setup an activity/action with that notification rule. There are reports within EnergySteward.com which have been specifically written and can be scheduled to run (daily or weekly, etc.) which will list out activities whose notification date has been hit, and the activity/action should be reviewed.  This allows for more effective management of those triggering decision points against the underlying contracts.  More information about contract 'Activities/Actions' can be found in the configure contract activities/actions area within this manual. Important note:  You can setup an activity/action for anything you want (doesn't have to be tied to an underlying contract event).  It can be that you simply want to forward date a ' contract review' activity/action against a contract.

 

Add Activity/Action (button) - Click this button to add a new activity/action to the contract.

 

View/Edit Grid Button (pencil) - Click this next to the applicable activity/action in order to change any of the information relevant to the contract activity/action.

 

Delete Grid Button (red x) - Click this next to the applicable activity/action that you want to permanently delete.  When you delete an activity/action, then all information relevant to that contract activity/action relationship will be permanently deleted. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

The following shows the activity/action detail which you are presented with when adding or updating an contract activity/action.

 

Activity/Action (drop down list box) - Select the activity/action from the list of available activity/action.  See the configuration contract activities/actions area for creating/updating activities/actions.  This item also includes a quick add icon for setting these activities/actions up directly from this screen (if you have appropriate security).

 

Notify Date (popup calendar) - This is a required field. This is the date which you want to be notified that the activity/action is coming due (maybe 30 or 60 days, whatever).

 

Due Date (popup calendar) - This is a required field. This is the date which corresponds to the underlying contract trigger date, for the specified event.

 

Notes -  This is optional and can be any related notes about the activity/action which is needed for clarification.  In some cases, the actual activity/action verbiage is taken from the underlying contract and posted to the notes area (it can be queried and reported upon).