To access the Performers Performance Activity part of Contract Setup and Completion you will have to have successfully completed the General, Services, KPIs, Locations and Performers areas, which will have turned from Orange to Green in the status bar
This area is not mandatory to complete; however If required, Compass will allow you to assign contracted UDA/UOA/Course of Treatment (COT) figures to the performers assigned to the contract in the previous step.
To assign UDA/UOA/Course of Treatment, click on the Create button above the table.
This will bring up the pop up box pictured below.
Mandatory Fields
Performer - either enter the performer number
of a performer attached to the contract or search using the magnifying
glass next to the performer box.
Contracted Activity – select the type of activity you wish
to target your performer against, UDA/UOA/COT.
Financial Year
Value – enter the total value of the performers target for the financial year.
Please note – the total value of Performers Performance Targets cannot exceed the contracts overall UDA/UOA/COT allocation for the financial year.
Once completed, click on Add, to save the target to the contract, or Add/Create to save the target and create another entry.