How to Organize the Contract Records Data

The Contract Records workspace can be organized in three ways.

• The list can be searched.
• The list can be filtered to limit the items displayed.
• The list can be sorted using the column headings.

Note: You can also create custom views of the data to show when required. See Views.

Searching the Contract Records

Use the Search pane to filter the items displayed in the Contract Records list. To expand or collapse the Search pane options, click the expand icon.

Searches are cumulative. When you perform a Search, you can perform a second Search without clearing the results to narrow down your results. Click the Reset button to cancel all the current searches and filters and start again.

To Search, type in one or more fields. You may search by the name of the Manufacturer, the Contract No., the Contract ID number or the Contract Name. Click Search to display the results.

Filtering the Contract records

The list can also be filtered by the Status of the contract using the drop-down list.

• Choose Active to show active contracts.
• Choose Renew to show contracts that are due to expire in one to three months' time.
• Choose Action Required to show contracts that are due to expire within the next month.
• Choose Expired to show contracts that have passed their expiry date.

Click the Reset button to cancel all the applied filters and searches.

Sorting the Contract Records

Left-click on any column heading in the workspace pane to sort the data alphabetically or numerically. For example, you may choose to sort by Review Date or Status. The first click sorts the data in ascending order, and a second click sorts the data in descending order.