Screen: Producer agreements
How to apply new default terms
Before you start
- You have the Site manager or Central manager role.
- Default terms are in force on the date you will give (How to set the default terms).
Steps
- Press Agreements.
- In the Site default terms card find Apply to the producers who follow the default terms.
- Give From date, today or later. Below the field you read which version and terms will be applied.
- Press Apply to the producers who follow the default terms from …. If asked, sign in again.
- You see "Version … of the default terms was applied from …" and the counts:
- Moved: how many producers got a new version;
- Exceptions (own terms), unchanged: how many have their own terms;
- Already on these terms: how many did not need to change;
- Not moved: how many have an intake on or after the date, or a later version.
- The agreement list reloads with the new terms.
What if…
- …I press twice. The second apply changes nothing; everyone counts as "Already on these terms".
- …some are "Not moved". Open their agreement from the list. If needed, give a new version from a later date.
- …a producer with own terms should change too. The apply does not touch them; give them a new version (How to give a producer their own terms).