Using the Other Assessments Workflow to Update Task Orders

This article is a guide to using the Other Assessments (exc. CE's) workflow to update existing Task/Project Orders.

This guide contains the following:

• How to configure the workflow
  • Configuration for changing dates
  • Configuration for changing price
  • Configuration for changing date and price
• How to update Task/Project Orders using the Other Assessments (exc. CE's) workflow

How to configure the workflow

In the left-hand navigation panel, under Settings go to Contract > Contract Template.

In Workflow Groups, add the workflow if it does not already exist( by clicking on the downward arrow next to 'Select'  , then go to Other Assessments (excluding CE's) > Placeholders.

From the dropdown, select either TaskOrderOptionEnabled or ProjectOrderOptionEnabled (depending on which is relevant to your contract).

Once added to the Placeholders list, select the placeholder you've added and toggle the 'Enabled' switch to Yes.

Configuration for changing dates
 

You will then need to add a clause – for example – ‘Other – Task Order Date Amendment’ 

Against that clause you will then need to update the ‘Effect/Action’  with ‘EFFECT_COMPLETION'

Then click into Fields and ensure that ‘Time Days’  and 'EffectContractCompletion'  also is Active

Click Update Placeholder > Update Workflow Group > Save Changes.

Configuration for changing price
 

You will then need to add a clause – for example – ‘Other – Task Order Price Amendment’ 



Against that clause you will then need to update the ‘Effect/Action’  with ‘EFFECT_PRICE'

Then click into Fields and ensure that ‘Amount’  and 'EffectContractPrice'  also is Active

Click Update Placeholder > Update Workflow Group > Save Changes.

Configuration for changing date and price
 

You will then need to add a clause – for example – ‘Other – Task Order Price & Date  Amendment’ 

Against that clause you will then need to update the ‘Effect/Action’  with ‘EFFECT_COMPLETION_PRICE'


 

Then click into Fields and ensure that ‘Amount’, 'EffectContractPrice', ‘Time Days’  and 'EffectContractCompletion' are also active

Click Update Placeholder > Update Workflow Group > Save Changes.

How to update Task/Project Orders using the Other Assessments (exc. CE's) workflow

From the Other Assessments (exc. CE's) register, click Create New.

While filling out the draft form, select the relevant Task Order/Project Order. This will allow the Task Order/Project Order prices to be updated.

The Task Order/Project Order completion date can be amended using the Other Date Changes field at the bottom of the form.

Once communicated, any changes you've made will update in the Task Order/Project Order register.