User Guide › Service Level Management › Contracts › Search for a Contract

Search for a Contract

By default, the Contracts page displays an alphabetical list of all contracts, with up to 25 contracts displayed per page. The page links at the bottom of each page enable you to navigate through the pages and find the contract for which you are looking. The contracts list their effective dates and times, according to the user time zone. To shorten the list, use the search procedure defined below.

Note: Search for all contracts beginning with a particular letter by clicking that letter from the displayed alphabet. Use wildcards to facilitate your search.

Follow these steps:

1. In the Contracts page, select a search option or options:
   • In Contract Name, type the criteria in the field. Wildcards can be used.
   • In Contract Status, select:

     Preliminary

     The contract was created but not committed, meaning that the contract is not signed with the customer and can still be modified.

     Pending

     The contract was committed, but the effective period is not started. The contract can be uncommitted when in Pending mode.

     Effective

     The contract was committed and is currently active.

     Not effective

     The effective period is complete.

     Archived

     The contract was moved to Archive mode. Archived contracts are not included in any calculations, nor are they displayed in any reports.

   • In Contract Derived From, select Contract Template or Service Level Template to filter the search to only one of these sources. This option displays contract derivatives of a parent entity.
2. Click Search. The results display below the search area.

Notes:

• You can also select a letter from the alphabet list to display a list of services that begin with that letter.
• You can also select a predefined search from the Saved Searches drop-down list

You can use an advanced filtering mechanism for additional refining of the search results.

To add advanced filtering options:

1. Repeat step one from above.
2. Click Advanced. The Advanced Search dialog box opens.
3. Select a search option or options:
   • In Name, enter the contract name.
   • In Search for, select whether to search by Contract Receiver, Contract Provider, Service or Domain Category.
   • In Effective between, enter the start and end dates to search for contracts that are effective between the specified dates. An empty start field starts the search at the earliest date stored in the system. An empty end field searches until the end of the latest date stored in the system.
   • In Type, select the contract type from the list.
   • In Workflow status, select the workflow by which you want to filter (Draft, Pending Approval, Commit Ready, Committed and No status).

     Note: Workflow status is available only when the Contract workflow option in Administration, Site Settings, Contracts is set to Enable or Enforce.

4. Click Search. The results display below the search area.