Navigation:  Application Modules > Deals > Deals > Responsibilities

Deals within EnergySteward.com can have an unlimited number of responsibilities and users associated with them.  These responsibilities indicate which person(s) are responsible for various aspects of the deal (like trader, confirmation approver, etc.).  You can have an unlimited number of contact responsibilities assigned to a deal.

 

Deal responsibilities can be setup by effective dates.   In addition,  a responsibility type is assigned.  These responsibility 'types' can be setup in the configure deal responsibility types area within this manual.

 

The following screen shows a sample list of some responsibilities assigned to a deal.

 

Add Responsibility (button) - Click this button to add a new responsibility to the deal.

 

View/Edit Grid Button (pencil) - Click this next to the applicable responsibility item in order to change any of the information relevant to the deal responsibility.

 

Delete Grid Button (red x) - Click this next to the applicable responsibility item that you want to permanently delete.  When you delete a responsibility item, then all information relevant to that deal responsibility 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 responsibility detail which you are presented with when adding or updating deal responsibilities.

 

Type of Responsibility (drop down list box) - Select the responsibility type from the list of available types.  See the configuration deal responsibility types area for creating/updating  responsibility types.  This item also includes a quick add icon for setting these note types up directly from this screen (if you have appropriate security).

 

From Date (popup calendar) - This is a required field and represents the date specific to the responsibility item.

 

Thru Date (popup calendar) - This is a required field and represents the date specific to the responsibility item. Important Note: A responsibility can span multiple months, you are not limited to single month responsibilities on a deal.  If things change, over time, then these effective dates can be updated and new responsible contacts can be setup (preserving history).

 

Contact Individual (drop down list box)  -  This is the actual person (contact) which holds the specific responsibility on the deal.  The ordered by last name.