Edit a Contractor Type

Existing contractor types may be updated or changed at any time without having to create new contractor types to replace them.

PREREQUISITES:

  • The Contractor Type security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To edit an existing case template, follow these steps:

  1. Open PLL Admin.
  2. On the PLL Admin page, click People & Contractors on the PLL Admin menu panel and select Contractor Types.

  1. On the Contractor Type panel, click Edit Record next to the item you want to edit.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the Edit: Contractor Type panel opens, make any changes you desire. See Add a Contractor Type for more information.

NOTE: The Edit: Contractor type panel contains the same information as the Add: Contractor type panel, with the addition of the Expired check box.

IMPORTANT: The Custom Table Name field is available if you wish to include custom data in this contractor type. See Use the Custom Data Builder for more information.

  1. Click Save.