NAVIGATION

1. From the Main Menu, click Brief a Project OR Project List and select Briefed Projects in the .

2. Click next to the Project Name.  Note: The project details will display in details view OR
   use the Filter By at the top of the list.

Add a Participating Agency

This function specifies and determines the agencies that are involved in the brief, and their role as either a lead or participating agency.
View the Navigation Instructions  

1. Click Agencies.  Note:  The Participating Agencies will display.

2. Click Add button to add a agency.  Note:  A popup window will display a list of all agencies.

3. Select Agency using the , click Select OR click Cancel to close the window.  

4. Click Save. Note: The agency will display in the list.  The lead agency will always be listed at the top.

Assign a Lead Agency

This function enables a lead agency to be assigned to a brief/plan.
View the Navigation Instructions

1. Click Agencies.  Note:  The Participating Agencies will display.

2. Next to the Agency in the list, click the to assign the lead.  

3. Click Save. Note: The agency will display at the top of the list.

Remove a Participating Agency  

This function enables a participating agency to be removed from a brief/plan.
View the Navigation Instructions

1. Click Agencies.  Note:  The Participating Agencies will display.

2. Next to the relevant Agency in the list, click the to remove.  Note:  You cannot remove a agency that has been assigned as the lead agency.

3. Click Save. Note: The agency will be removed from the list.

Navigation Button & Screen Items

Business Rules