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Agreement and Contract Control

Create an inclusion group where operators can only access certain agreements or contracts within that group. No search, session, task mode, or display will be available for an item excluded from the group control.

Important! This control functions differently than other BASYS controls (sensitive data control, employer control, and member control). While the other BASYS controls limit what sensitive data, employers, or members the operator can view, this control manages a group of agreements and contracts that an operator can access in Service.

Process Overview

  1. Create the Access Group Control.

  2. Assign that Access Group Control to the Agreement and Contract Control.

  3. Within the control, create an Admin (or All) Inclusion List. Make sure you include the No Access Group Option in that list.
  4. Assign the Admin Agreement and Contract Control group in User Profiles. If you don't have an Admin Control group that includes the No Access Group Option, you won't be able to assign the Agreement and Contract Access Groups to individual entities.
  5. Assign the Access Groups to the Agreements and/or Contracts (see Add, update, or delete an agreement and Create a New Contract).

Go to: Home > System Administration > Security > Agreement and Contract Control

Add an Agreement and Contract Control

  1. Click .

  2. Enter a name for the control and click .

  3. Enter a Description about the control.

  4. From the table, click to enter the access group(s) (created in Access Group Control). This list grants access to the agreements or contracts specified in the access group control. Make sure you include the No Access Group option in that list so you can edit the control as needed.

  5. If you need to delete a group you added accidentally, select the row in the table and click to remove it.

  6. Add as many rows as needed.

  7. After verifying the information, click to save.

Update an Agreement or Contract Control

  1. From the Agreement or Contract Control list, select the code to update.

  2. Edit the Description if needed.

  3. Add or delete any items from the table.

  4. Click to save your changes.

Delete an Agreement or Contract Control

  1. From the Agreement or Contract Control list, select the control to delete.

  2. Click .

  3. At the message "Are you sure you want to delete this Agreement and Contract Code?" click to delete it or to return to the Agreement or Contract Control screen without deleting.

  4. If you selected , the control is deleted.

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