The Contract Items tab in the Contract Summary shows any supplementary funding items applied to learners linked to the contract. For each item, the following details are shown:
Kind
Custom Title – This is a provider-defined title used to identify the item.
Valid From date
Valid To date
Rate
The option to filter by Number of Records shown is available above the list. Once you have entered the necessary details, press Enter or select the Search icon to and apply your filters.
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Selecting Create Contract Item will open a window where you can enter the following details for the new item:
Kind
Custom Title – This is a provider-defined title used to identify the item.
Valid From – Selecting this field will open a calendar date selector.
Valid To – Selecting this field will open a calendar date selector.
Rate
Once you have finished, select Save to add the new item or Cancel to discard it.
The following actions are available from selecting the ... icon by an item in the list:
Details – Selecting this will open a window displaying the full contract item details.
Edit – Selecting this will open a window where you can edit the details available when creating the item. Select Save to confirm any changes.
Delete – Selecting this will delete the contract item. You will be prompted to confirm before the item is deleted.