**__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. {{:pasted:20240808-151900.png}} ----- __**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 {{:pasted:20240808-151945.png}} **__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 {{:pasted:20240808-152029.png}} __**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 {{:pasted:20240808-152123.png}} 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 {{:pasted:20240808-152213.png}} **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 {{:pasted:20240808-152230.png}} 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. {{:pasted:20240808-152256.png}} 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 {{:pasted:20170202-105337.png}} ----- 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 {{:pasted:20240808-152553.png}} ----- __**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 {{:pasted:20240808-152616.png}} ----- 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 {{:pasted:20241209-210538.png}} ----- __**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. ________________________________________ __**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 ----- 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. ________________________________________ __**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 ----- **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.