Existing Contract Work Request (WREX) flow

From the CPD Admin portal, uses can access new WREX transactions via the Transactions WREX -> New view.

The WREX flow combines functionality from both the existing flows, allowing processors to

  1. first generate a document in the same way as they do in the DAC flow
  2. and then issue it to a team using the same process as they do in the WR flow.

WREX submissions will enter the system with a status of New, triggering an automated email to the configured email/mailbox for the WREX flow.

Note that this email/mailbox can be configured in the Static Data Manager (setting type: To Static Email Wrex); for more information, refer to your service Static Data page.

  • New submissions will be listed under the Transactions WREX -> New view. NewView

  • The Export to CSV button can be accessed from both the New and Processed views for this flow.

  • Automated State changes

    Action State
    WREX enters system New
    Processor generates document New (no change)
    Processor issues to team Processed (automatically changed by system)

  • On each WREX, Admin users have the ability to:

    • View the submission
    • Add Comments
    • Update Status
    • Generate Document
    • Issue to Team (only available after the document has been generated)
    • View History

    WREX Action Buttons

To generate a WREX as a word document

Click the Generate Doc action button to:

  • Create and download locally the details of the application into the current word document format. The admin can then save, edit, distribute the file as required.

  • Note: for any details not filled in by the applicant, the system will enter n/a.

    WREX Generated Doc

  • The system will automatically

    • Display the Issue to Team button on the screen.

    • Record the action in the History.

    • There will be no change to the application's state.

    • A link to the doc will be available from its corresponding History entry by clicking on the paperclip icon.

      WREX History

    • Admin users maintain the ability to re-generate the document again regardless of the application's state. Each doc generated will have a unique filename and be recorded against the History.

      WREX History

Issuing a WREX to a Team

Click the Issue to Team action button to display the standard Issue to Team modal:

  • fill in all the mandatory information

  • and click the Update Application button to complete.

    WREX Issue to Team Modal

  • The system will then automatically:

    • Update the application's state to 'Processed'.
    • Trigger a notification to the team's configured email(s) with a link to the read-only WREX details page.
    • Record the action in the History

Note: Admin users maintain the ability to Issue the WREX application to a team again if required.

Accessing WREX as the issued team

The team will receive an automated email containing a link.

  • clicking the link will navigate the user to a page containing:
    • A read-only view of the application
    • Any comments added by the processor
    • A Download Document button to download a copy of the generated document.

WREX Team View