Telus TPM Documentation

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**__Contract Search__**

**Accessing Contract Search**

__Navigation Path:__
  * Primary Menu: Select "Contract" from the main navigation menu
  * Function Selection: Choose "Contract Search" from the available options
  * Purpose: Access comprehensive contract database search and retrieval capabilities

**Functionality Overview**: The Contract Search feature provides users with advanced search capabilities to efficiently locate and access specific contracts within the system database, enabling streamlined contract management and retrieval operations.


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__**Automated Search Parameters**__

**System-Generated Filters**- The Contract Search interface automatically applies predefined search criteria to optimize query performance and enhance result relevance for standard business operations.

**Default Criteria Specifications:**
  * Claimable Status: Set to "True" to display only active, claimable contracts
  * Date Range Filter: End date parameter configured to show contracts with end dates greater than or equal to one year prior to current date
  * Performance Optimization: Default parameters reduce dataset size and improve search response times

__**Customization Options**__

**Filter Modification Capability**
  * User Control: Default criteria can be removed or modified based on specific search requirements
  * Expanded Search Scope: Removing default filters enables comprehensive contract database access
  * Flexible Configuration: Users can adjust parameters to accommodate diverse search objectives

__**Business Benefits**__

**Efficiency Enhancement:**
  * Relevant Results: Default filters prioritize currently active and recently expired contracts
  * Reduced Processing Time: Optimized search parameters improve system performance
  * User Experience: Streamlined results presentation focuses on most business-relevant contracts

**Operational Flexibility:**
  * Standard Operations: Default settings support routine contract management activities
  * Comprehensive Analysis: Filter removal enables historical contract research and comprehensive auditing


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**__Available Search Criteria Access__**

**Field Exploration Functionality**
  * Activation Method: Hover cursor over any search field to display comprehensive field options
  * Information Display: Interactive popup presents complete list of available search parameters
  * Navigation: Utilize scroll functionality within popup to review all selectable criteria options

__**User Interface Features**__

**Dynamic Field Discovery**
  * Interactive Help: Hover functionality provides immediate access to search parameter options
  * Comprehensive Coverage: Popup displays all system-available search fields for thorough query construction
  * User Guidance: Visual interface eliminates guesswork in field selection and search criteria development

__**Search Optimization Benefits**__

**Enhanced Search Capability:**
  * Complete Visibility: Access to all available search parameters enables comprehensive query development
  * Efficient Navigation: Scroll functionality accommodates extensive field options within compact interface
  * User Empowerment: Self-service field discovery reduces dependency on external documentation

**Improved User Experience:**
  * Intuitive Design: Hover-activated help provides contextual assistance without interface disruption
  * Comprehensive Access: Complete field visibility enables sophisticated search query construction
  * Streamlined Workflow: Immediate field discovery accelerates search setup and execution

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__**Extended Search Parameter Library**__

**Comprehensive Search Capabilities**- The Contract Search interface provides access to an extensive range of search criteria through dropdown field selections, enabling sophisticated query construction and precise contract identification.

__**Available Search Parameters**__

**Contract Identification Fields:**
  * Contract Version ID: Unique system identifier for specific contract versions
  * Contract Name: Primary contract designation and naming convention
  * Contract Title: Descriptive contract title for enhanced identification

**Temporal Parameters:**
  * Start Date: Contract commencement date criteria
  * End Date: Contract expiration or termination date parameters

**Contract Status and Configuration:**
  * Claimable: Contract eligibility status for claims processing
  * Direct Value: Direct contract value specifications
  * Deviated Value: Distributor-mediated contract value parameters

**Product-Related Criteria:**
  * Product Name: Specific product identification by name
  * Product Number: Product identification by system number or SKU

__**Search Functionality Benefits**__

**Precision Targeting:**
  * Multi-Parameter Queries: Combine multiple criteria for highly specific search results
  * Flexible Configuration: Select relevant parameters based on specific business requirements
  * Comprehensive Coverage: Access to both administrative and product-specific search options

**Operational Efficiency:**
  * Streamlined Discovery: Targeted search capabilities reduce time required for contract location
  * Business Intelligence: Advanced filtering supports analytical and reporting requirements
  * User Productivity: Comprehensive search options eliminate need for manual contract review


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The Contract Search interface operates with two distinct search components that function collaboratively:
  *** Normal Search:** Located on the left side of the interface
  * **Field Search:** Positioned on the right side of the interface

__**Search Logic and Query Behavior**__

**Global "AND" Operation**- Both search interfaces operate in conjunction using global "AND" logic, requiring contracts to satisfy criteria from both search areas simultaneously when populated.

**Best Practice Implementation**: For optimal search accuracy, enter related criteria within the same search interface to ensure proper logical grouping and result precision.

__**Search Logic Examples**__

**Recommended Approach:**
  * Objective: Locate contracts containing product "12345" with direct value exceeding $0.50
  * Method: Enter both criteria in Field Search (right side)
  * Result: Returns contracts where product "12345" specifically has direct value greater than $0.50

**Suboptimal Approach:**
  * Configuration: Product criteria in Normal Search, direct value in Field Search
  * Result: Returns contracts containing product "12345" AND any contracts with ANY product having direct value greater than $0.50
  * Issue: May return irrelevant results where product "12345" exists but doesn't meet the value criteria

__**Search Execution and Management**__

**Query Execution:**
  * Method 1: Click "Search" button to initiate query
  * Method 2: Press "Enter" key for keyboard-based execution

**Data Management:**
  * Clear Function: Click "X" icon at the beginning of any criteria row to remove specific search parameters
  * Reset Capability: Individual criteria removal enables selective query modification without complete search reset


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**Adding Search Parameters:**
  * Function: Click "Add Field Criteria" button to expand search capabilities
  * Purpose: Enables multi-parameter query construction for comprehensive contract filtering
  * Flexibility: Supports unlimited criteria combinations for precise result targeting

**Removing Search Parameters:**
  * Function: Click "Remove Criteria" button to eliminate specific search parameters
  * Application: Streamlines query refinement and modification processes
  * Efficiency: Enables selective criteria removal without complete search reset


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Refer to the Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches. Click on the Legend dropdown arrow to open the legend.

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The Contract Search system utilizes advanced full text search technology, enabling comprehensive content discovery through partial term matching and intelligent text analysis.

**Intelligent Text Matching:**
  * Partial Term Recognition: Search terms automatically expand to include variations and derivatives
  * Example Application: Entering "Approve" returns results containing "Approval," "Approved," and other related terms
  * Content Location: Matching text appears across multiple data fields including Contract Name and Contract State columns
  * Comprehensive Coverage: Search algorithm examines all relevant contract header information

**Column-Level Filtering:**
  * Filter Application: Enter specific text criteria in the search box located at the top of each results column
  * Activation Method: Press "Enter" key to apply column-specific filters
  * Precision Refinement: Enables targeted filtering within search results for enhanced specificity

**Filter Management:**
  * Clear Function: Delete text from column search box and press "Enter" to remove applied filters
  * Dynamic Control: Real-time filter modification without requiring complete search restart
  * Flexible Configuration: Independent filtering across multiple columns simultaneously

**Enhanced Discovery:**
  * Intelligent Matching: Full text capabilities reduce need for exact term knowledge
  * Comprehensive Results: Pattern matching ensures relevant contracts are not overlooked
  * Flexible Querying: Accommodates various search approaches and terminology preferences

**Result Optimization:**
  * Multi-Level Filtering: Combination of global search and column filtering provides precise result targeting
  * User Control: Granular filtering options enable customized result presentation
  * Efficient Navigation: Advanced filtering reduces manual review requirements


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The Contract Search system automatically applies claimable status filtering to optimize results for standard business operations:
  * Default Search Criteria: Claimable status set to "True"
  * Column Filter Default: Claimable column configured to "True"
  * Purpose: Prioritizes contracts available for active claims processing

__**Claimable Contract Categories**__

**Included Contract Statuses**: Claimable contracts encompass the following operational statuses:
  * Active: Currently operational contracts
  * Approved: Authorized contracts ready for implementation
  * Expired: Concluded contracts still eligible for claims processing

__**Non-Claimable Contract Access**__

**Configuration for Non-Claimable Contracts:**
  * Method 1: Search Criteria Modification
  *   * Action: Change default search criteria to "Claimable equals False"
  *   * Alternative: Remove claimable search criteria entirely to expand scope

  * Method 2: Column Filter Adjustment
  *   * Requirement: Modify grid column filter from "True" to "False"
  *   * Result: Displays contracts in non-operational statuses

**Non-Claimable Contract Categories:**
  * Draft: Contracts under development
  * Evaluation: Contracts pending review and approval
  * Amended: Contracts undergoing modification
  * Terminated: Contracts formally concluded
  * Cancelled: Contracts that were discontinued

__**Comprehensive Contract Viewing**__

**All Contract Status Access:**
  * Configuration: Select blank option in claimable status dropdown
  * Result: Returns contracts regardless of claimable status
  * Application: Enables comprehensive contract portfolio review and historical analysis

__**Operational Benefits**__

**Workflow Optimization:**
  * Default Efficiency: Standard settings focus on actionable contracts
  * Flexible Access: Multiple configuration options accommodate diverse business requirements
  * Comprehensive Coverage: Complete contract lifecycle visibility when needed


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__**Status Indicator Values**__

**True Status:**
  * Indication: Contract Family has an associated renewal agreement
  * Business Implication: Demonstrates contract relationship continuity and ongoing business partnership
  * Operational Value: Identifies contracts with established succession planning

**False Status:**
  * Indication: No renewal agreement exists for the Contract Family
  * Business Implication: Contract represents a standalone agreement or terminal relationship
  * Operational Consideration: May require proactive renewal planning or relationship management

__**Contract Family Integration**__

**Relationship Management:**
  * Family Structure: Renewal status reflects relationships within the broader Contract Family framework
  * Continuity Tracking: Enables identification of contract progression and business relationship evolution
  * Strategic Planning: Supports contract lifecycle management and renewal forecasting


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When contracts are configured with product grouping structures, the system enables precise contract identification through individual product number searches, providing granular access to grouped product relationships.

__**Search Configuration Parameters**__

**Primary Search Criteria:**
  * Criteria Type: Product Number
  * Criteria Operator: Exact
  * Criteria Value: Enter the specific product number for targeted search

**Search Logic:** This configuration enables the system to identify contracts containing the specified product number, even when that product is part of a larger product grouping structure.

__**Search Refinement Options**__

**Enhanced Precision:**
  * Additional Filter: Contractee Name
  * Purpose: Further narrows search results to specific business relationships
  * Benefit: Reduces result volume and improves search accuracy for targeted analysis

**Implementation Steps:**
  - Configure Product Search: Set criteria type to Product Number with exact operator
  - Enter Product Identifier: Input specific product number in criteria value field
  - Apply Contractee Filter: Add contractee name for enhanced result precision
  - Execute Search: Process query to retrieve relevant contracts

__**Operational Benefits**__

**Product Grouping Navigation:**
  * Granular Access: Locate specific products within complex grouping structures
  * Efficient Discovery: Bypass manual grouping review for targeted product identification
  * Relationship Mapping: Understand product-contract associations across business partnerships

**Search Optimization:**
  * Precise Targeting: Exact operator ensures accurate product identification
  * Result Refinement: Contractee filtering eliminates irrelevant contract matches
  * Operational Efficiency: Streamlined process for complex product grouping analysis


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__**Contract Access and Navigation**__

**Direct Contract Access:**
  * Method: Click hyperlink within Contract ID field to access complete contract details
  * Functionality: Provides immediate navigation to selected contract for comprehensive review

**Comprehensive Search Field Directory**
Field Discovery Method: Hover over any search criteria section to display complete list of available searchable parameters for that category.
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__**Search Categories and Available Fields**__

**Administrative and Identification Fields:**
  * Contract Identifiers: Contract ID, Contract Name, Contract Status
  * Temporal Parameters: Start Date, End Date
  * Contractee Information: Company Name, Company Number
  * Creator Details: Creator First Name, Creator Last Name
  * Contact Information: Contact Name, Contact Email, Contact Phone

**Product and Grouping Parameters:**
  * Product Identification: Product Name, Product Number
  * Grouping Structure: Grouping Description, Grouping Code
  * Application: Enables precise product-based contract identification

**LumpSum/Fixed Payment Parameters:**
  * LumpSum Identification: LumpSum Description, LumpSum Code
  * Contract Integration: Contract LumpSum Description, Amount
  * Purpose: Facilitates lumpsum-specific contract searches

**Distribution Partner Parameters:**
  * Company Information: Company Name, Company Number
  * Organizational Structure: Grouping Description, Grouping Code
  * Geographic Data: Address, City, State, Postal Code, Country
  * Application: Enables distributor-focused contract analysis

**Client Defined Field Search Capabilities:**
  * Data Type Support: Boolean, numeric, date, and list value searches
  * Boolean Values: Enter "true/false" for checkbox field states
  * Flexible Configuration: Accommodates client-specific field requirements
  * Custom Integration: Searches values within client-defined field structures

__**Operational Benefits**__

**Comprehensive Search Coverage:**
  * Multi-Dimensional Access: Search across all contract components and relationships
  * Flexible Querying: Diverse field options accommodate various business requirements
  * Precision Targeting: Extensive field library enables highly specific contract identification

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Newly created contracts require a system data refresh cycle of approximately two hours before becoming fully searchable across all available criteria fields.

**Performance Optimization Rationale:**
  * System Efficiency: Data refresh intervals optimize search screen performance and response times
  * Resource Management: Scheduled indexing prevents system overload during peak usage periods
  * User Experience: Balanced approach ensures consistent search performance across the platform

**Complete Search Integration**: Following the data refresh cycle, all fields listed in the search criteria options become fully searchable for newly created contracts, ensuring comprehensive search capability.
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__**Immediate Search Capability Fields**__

The following contract fields are immediately available for search functionality without requiring data refresh cycles:

**Core Contract Identifiers:**
  * Contract Sequence: Unique contract sequence identifier
  * Contract Version ID: Specific version identification number
  * Contract Type: Contract classification and category
  * Contract Name: Primary contract designation
  * Contract State: Current contract status
  * Contract Template Description: Template-based contract description

**Immediate Search Requirements:**
  * Urgent Contract Location: Utilize immediate search fields for time-sensitive contract identification
  * Basic Contract Discovery: Core identifiers provide sufficient information for initial contract location
  * Workflow Planning: Account for data refresh timing in contract creation and search workflows

**Comprehensive Search Planning:**
  * Advanced Queries: Schedule detailed searches after data refresh completion for full field availability
  * Complete Analysis: Utilize two-hour window for comprehensive contract data preparation
  * System Optimization: Understand refresh cycles support overall platform performance

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**State Modified Column**

This column displays in all Contract Search grids (Draft, Expiring, etc) and displays the last date that the contract was modified or the last date of a state change.
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