Contract List in PICSWeb Configuration

Owned by Joe Robson (Unlicensed), created
Last updated: Oct 11, 2022
2 min read

Selecting Delivery > Contracts from the Configuration section of the side menu will open the Contract list. This page shows all contracts that you and other database administrators have set up in PICSWeb.

For each contract in the list, the following details are shown:

  • Code

  • Name

  • Status – This indicates whether the contract is Live or Dormant. A dormant contract will not be available to apply to any new learners.

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

  • Search – Here you can search by contract Code or Name.

  • Status

  • Subcontractor – Here you can choose an organisation from the drop-down menu to restrict the list to contracts linked to a specific Subcontractor Organisation.

  • Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

  • Qualification Plan

  • Site

Exporting the List

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.

Contract Settings

Changing the Database Contracting Type can affect funding calculations and ILR exports, and should only be changed on advice from Pellcomp.

Selecting Actions > Settings from the top-right corner of the page will open a window where you can change the Database Contracting Type for the current PICSWeb database. The following types are available:

  • Normal

  • Contract Head

  • Subcontractor

  • Direct Employer Contracting

Contract Actions

Selecting Actions > Create from the top-right corner of the page will open a window where you can Create a New Contract.

Selecting the ... icon by a contract in the list will give the following options:

  • Summary – This will open the corresponding Contract Summary page.

  • Edit – This will open a window where you can Edit the Contract.

  • Delete – You will need to confirm your choice before you can delete the contract. You should only delete a contract that has been entered in error and has not been applied to any learners. For contracts that have been used but are no longer needed, you should instead Edit the Contract and set the status to Dormant.