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Filter submitted participation plans

Contract details for participation plans can be viewed on the Participation Plan Reporting page. The page is divided into 2 tables to indicate participation plan reports received by the logged-in user on top and participation plan reports received by other users in the same agency below. Participation plan reports are searchable by status, contact person and by key words using the 3 search boxes above each table.

1. View by Status contains the status types related to participation plan reports to filter and sort the records accordingly for each view. The search status options are:
   • Submitted
   • Successful participation plan (PP) submitted – pending JTSI review
   • Clarification requested
   • Active
   • Cancelled
   • Reporting completed
2. To use View by Contact Person, type in the agency team member’s name who is the contact person for the contract.
3. The search box for each table enables the search for records with keywords e.g. tender reference, supplier name etc. 

Edit or update contract details

Contracts can be viewed in detail by navigating to the Participation Plans page. Once the required record has been found using the search options, follow the step below:

1. To edit or view the contract in detail, click on the down arrow next to the record and select “View details” to navigate to the Participation Plan Details page.
2. The page displays the summary details of the contract related to the participation plan including:
   • Contract number
   • Contract Commencement Date
   • Contract Completion Date
   • Contract Spend to Date
   • Agency contact name
   • Agency contact email

Update contract manager details

1. The user must first navigate to the Participation Plan Requirements page and view the participation plan requirement in detail. The user must click on the arrow next to the record and click on “View details”.
2. The detailed page displays the summary details of the contract related to the participation plan, which is read-only, and the Contact Details which can be updated by the agency user. Update the agency contact details then click “Update Contact Details”.