Changing the Owner of a Contract
New functionality has been added to contracts. Changing the owner of a contract that has been initiated allows another user to work with the contract and find it later on.
Before We Start
The CHANGE OWNER tool allows for a contract in DRAFT status to be passed to another user to work with. The contract request changes ownership (the requester information is changed to the new owner's contact details) allowing for the new owner to continue with future business related to the request.
Overview of Steps (for Contracts Already Initiated)
- Login to Sinai Central
- You may need to find the transaction
- If the contract has the status of PROCESSED, you will have to select RENEW, CHANGE ORDER, OR TERMINATE from the left hand menu to change it to a draft state.
- Select the CHANGE OWNER tool.
- Assign a person that will become the new owner.
Changing the Owner of a Contract
- After finding the contract that you want to change, click on CHANGE OWNER in the left hand menu.
- Select the link to select a user to share with.
- You can add a comment about the contract.
- Click the SUBMIT button at the bottom of the form.
The user receiving the transaction will have access to all portions of the form. Review the related items below for further information on contracts.
Going Further
In some cases, changing the owner of a contract may cause the contract to not be viewable to the requester who began the contract. This can be handy for many cases that Department Admininstrators run into where they need to pass along a contract to another employee - including contracts that are in DRAFT that are started by an employee who is terminated.
Changing the owner of the request grants the new owner full access to the history of the contract. Even if a new "branch" of business is cancelled by the new owner (e.g the change order, or renewal they were asked to work with) , they retain the ability to initiate another branch of business of the contract.
