How to Change Contract ID On An Assignment

Important Reminder!

• You must have the “manage divisions” permission level.
• You must also be assigned as a chosen user within the division to proceed.

To update a vendor’s Contract ID within a division, follow these steps:

Step 1: Navigate to Divisions

1. Open your web browser and go to the login page.
2. Enter your credentials and log into your account.
3.  

4. Click on Divisions on the left-hand side of the screen.

Step 2: Locate the Division

1. Use the search bar to find the appropriate division and click on the pencil icon on the far right hand side.

2. Once located, click on Checkout Division (blue box in the top-right corner). 

3. Confirm by clicking Yes, I want to checkout this division.

Step 3: Access Division Insurance Sets

1. Click the arrow next to Division Insurance Sets to expand the options.

2. Click the arrow next to the specific insurance set name (e.g., "Vendor Standard + Professional").

Step 4: Update the Vendor’s Contract ID

1. Under the relevant insurance set, click on the word Vendors to view the assigned vendors.

2. Click on the vendor’s name to open their details.

3. In the box where the current Contract ID is displayed, type over it to change to the correct Contract ID.

   • Note: Ensure this Contract ID is not assigned to any other vendor within the division.

 

Step 6: Check-In Division

1.  Click Check-In Division to finalize your changes.

Additional Notes

• Ensure you have verified the new Contract ID before saving.

• Contact support if you experience any issues during this process.

By following these steps, you can successfully update a vendor’s Contract ID within a division.