Edit a participation plan

Participation plans can be edited up until the tender closing date.

1. Click on “Participation Plans” from the dashboard to navigate to a display of all participation plans started by all users within the business.
2. Locate the relevant participation plan. Participation plans can be filtered by status or click on the table headings to order by name (A to Z) or time (oldest to newest).
3. Click the down arrow to the right of the record and select “Edit.” 
4. Edit as required and re-submit the updated participation plan to receive an updated PDF copy of the participation plan via email.

Update contract manager details

1. Navigate to the Participation Plans or Participation Plan Reporting page using the top navigation bar.
2. Locate the relevant contract’s participation plan or participation plan report. Filter by status or click on the table headings to order by name (A to Z) or time (oldest to newest).
3. Click the down arrow next to the record and select “View Details.”
4. Update the Contact Details as required.
5. Once completed, click “Update Contact Details”.