Sponsor Profile

The Contracting Entity Profile provides general information on the Contracting Entity. The Contracting Entity Profile data is NOT year-specific. It provides general attribute information regarding the Contracting Entity that does not vary from year to year (e.g., name, identifiers, type of agency, etc.).

A state user must initially register a Contracting Entity through the Contracting Entity Profile screen before a User ID.

Note: State users also use the Contracting Entity Profile to specify whether the Contracting Entity will report Contracting Entity level or Site level claims. Once these preferences are set, they are in effect starting the following claim month. System functionality will not honor a change to claiming status (Contracting Entity reporting vs. Site reporting) within a claim month.

1. On the menu bar, select Search. The Search Options screen displays.

2. Select Contracting Entity Search. The Contracting Entity Search screen displays.

3. Perform a search to ensure that the Contracting Entity does not already exist in the system.

4. Select Add New Contracting Entity at the bottom of the screen results section. The Add New Contracting Entity screen displays.

5. Enter the Contracting Entity name and select Search. If the system detects a Contracting Entity within the database that has the same/similar name, it will display existing Contracting Entities in order to ensure that the user is not adding a duplicate Contracting Entity.

6. If the Contracting Entity that was to be added already exists and is displayed in the Potential Duplicates section, select the Contracting Entity name to transfer to the existing Contracting Entity Profile.

7. If the SponsorSFALEAOrganizationContracting Entity does not exist in the database, select the Add button to transfer to a blank Contracting Entity Profile screen for data entry.

1. On the Applications menu, select SponsorSFALEAOrganizationContracting Entity Manager.

2. Search for and select a Contracting Entity Search (if necessary).

3. Once a Contracting Entity has been selected, select Contracting Entity Profile.

4. Modify any desired information within the profile.

5. Select Save. If no errors exist, a confirmation screen displays.

6. Select <Edit to return to the Contracting Entity Profile screen you just modified.
-OR-
Select Finish to return to the Contracting Entity Manager Menu.

1. On the Applications menu, select Contracting Entity Manager.

2. Search for and select a Contracting Entity using the Contracting Entity Search (if necessary).

3. Once a Contracting Entity has been selected, select Contracting Entity Profile.

4. On the Edit menu, select DELETE. A warning displays.

WARNING: Once the profile has been deleted, it is permanently removed from the system and cannot be restored. You will not be able to access any data regarding the Contracting Entity within the system. Use caution before deleting a profile.

5. Select Delete. A confirmation screen displays.

6. Select Finish to return to the Contracting Entity Manager menu.

TIP: To retain history on a Contracting Entity, change their Status to Inactive instead of deleting the profile. It is rare to delete a Contracting Entity that has entered data into the system as deleting the Contracting Entity will eliminate the State’s ability to access any of the Contracting Entity's data online.