Web User Agreement Maintenance
Overview of DDI64SET
The Web User Agreement Maintenance allows you to add and maintain agreements and authorizations for your Online CEF site. Adding a new agreement type should only be done as directed by DDI Staff, as there are other configuration steps that must be taken from DDI's perspective in order to have an agreement function on your Online CEF site.
NOTE: An active agreement can ONLY be replaced by a new version of the agreement. This ensures that you have an accurate audit trail of the agreements that have been used and the clients who have agreed to them. This also ensures that your clients agree to each new version.
- From the DDI Connect main menu, double-click Supervisor Menu
- Double-click Web User Agreement Maintenance. You will see this screen:
First, you must select the agreement type that you wish to work with. To do so, click the drop down to the right of the Agreement Type field and select the type you wish to work with:
Editing an Existing Version
Once you have selected the agreement type, you can click Edit on the toolbar to modify the agreement:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Effective | Enter the date that the agreement is effective. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Thru | This field will automatically populate if you click the Deactivate button on the toolbar. This allows you to create an audit trail of when the agreement was active (from - thru dates) |
| Always show this agreement | If this is selected, the agreement is set to always be shown |
| Agreement is active | If selected, this agreement type is active and in use on the website. Once you mark an agreement as active, you can no longer modify any of the other fields - the only way to update is to add a new version of the agreement |
| Agreement text | Enter the text you wish to have displayed with this agreement |
When you have finished making your changes, click Save to retain them.
Adding a new Agreement
Once you have selected the Agreement Type:
You can add a new version of the agreement by clicking the Add button on the toolbar. Your screen will now look like this:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Effective | Enter the date that the agreement is effective. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Thru | This field will automatically populate if you click the Deactivate button on the toolbar. This allows you to create an audit trail of when the agreement was active (from - thru dates) |
| Always show this agreement | If this is selected, the agreement is set to always be shown |
| Agreement is active | If selected, this agreement type is active and in use on the website. Once you mark an agreement as active, you can no longer modify any of the other fields - the only way to update is to add a new version of the agreement |
| Agreement text | Enter the text you wish to have displayed with this agreement |
When you have finished making your changes, click Save to retain them.
