You can add a contract to your shared site location details. You can add a name, notes, and an expiration date to the contract. When the contract is within 30 days of expiring, a tile will appear on the main dashboard to remind you of the upcoming expiration.
A. Adding a Contract to a Shared Site.
B. Contract is Expiring Soon- Dashboard and Updating Contract.
A. Adding A Contract to a Shared Site:
1. Select your Admin role for Platinum Planner.
2. In the red toolbar, select Manage Course/Classes/Sites and click Manage Shared Clinical Sites.
3. Locate the shared site you would like to add the contract.
4. Click Details.
5. Click the green Add Contract button.
6. Add the specifics for the contract: Name and Expiration Date.
7. Upload the contract by dragging and dropping the file or clicking in the green section to select a file. The file cannot exceed 100MB. Once uploaded, you will see an Upload Successful message.
8. Save.
B. Contract is Expiring Soon- Dashboard and Updating:
When the contract expires soon, you will see the Contract Expiring tile on your dashboard. 1. From the main PlatinumEd Dashboard, click the Manage Contracts dropdown arrow to see the expiring contract.
1. Click View. This will take you to the School Administrator- Edit Contract page.
2. From here, you can either Flag the shared site and it will no longer be available for the creation of opportunities, or Upload the new contract.
3. Save when finished.