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==Search Panel Options==
The Search panel on the right of the screen is used to locate existing contracts.
* The '''Standard''' tab displays the standard fields in the combo box that you have associated with the [[Level 1 Entity]].
* The '''Custom''' tab displays the custom fields in the combo box that you have created.
* '''Search options''' to control the way the data will be searched.
* The '''Status''' check boxes are used to determine which Level 1 items you wish to see by status.
* The '''Stored Filters''' combo is used to apply search criteria that you have previously saved.
1. Click the '''New Contract''' tab.
The New Contract window is displayed.
[[Image:Uta49.png]]
The standard fields that you selected for the [[Level 1 Entity]] are displayed at the top of the page.
* The Branch field (internal organisation entity) will default to the location of the current [[User|user]].
* The [[Template|templates]] that you created are displayed in the '''Type''' combo box.
* The statuses that you created are displayed in the '''Status''' combo box.
* The Manager Field (owner) will default to the current [[User|user]].
The [[Custom Field|custom fields]] that you created for the [[Level 1 Entity]] are displayed below the standard fields.
Two save buttons are displayed.
* The '''Save & New''' button will save the current Level 1 item and display the '''New Contract''' window again so an additional contract can be created.
* The '''Save''' button will save the current Level 1 item.
==Template Choice Restricts Statuses==
You configured the current [[Template|template]] – '''Non-Disclosure Agreement''' to only be associated with two statuses.
1. Click in the '''Status''' combo box.
[[Image:Uta50.png]]
Only '''Negotiation''' and '''Active''' are displayed.
2. Select a different type of '''Contract''' from the '''Type''' combo box.
[[Image:Uta51.png]]
3. Review the contents of the '''Status''' combo box.
[[Image:Uta52.png]]
The status list now includes all statuses selected for this template.
==Creating a Contract==
1. Create the following contract:
[[Image:Uta53.png]]
2. Click the '''Save & New''' button.
A new, blank contract window is displayed.
3. Create the following additional contract:
[[Image:Uta54.png]]
4. Click the '''Save''' button.
The contract is saved and remains on the screen.
[[Category:Universal Tracking Application]][[Category:Applications]]
The Search panel on the right of the screen is used to locate existing contracts.
* The '''Standard''' tab displays the standard fields in the combo box that you have associated with the [[Level 1 Entity]].
* The '''Custom''' tab displays the custom fields in the combo box that you have created.
* '''Search options''' to control the way the data will be searched.
* The '''Status''' check boxes are used to determine which Level 1 items you wish to see by status.
* The '''Stored Filters''' combo is used to apply search criteria that you have previously saved.
1. Click the '''New Contract''' tab.
The New Contract window is displayed.
[[Image:Uta49.png]]
The standard fields that you selected for the [[Level 1 Entity]] are displayed at the top of the page.
* The Branch field (internal organisation entity) will default to the location of the current [[User|user]].
* The [[Template|templates]] that you created are displayed in the '''Type''' combo box.
* The statuses that you created are displayed in the '''Status''' combo box.
* The Manager Field (owner) will default to the current [[User|user]].
The [[Custom Field|custom fields]] that you created for the [[Level 1 Entity]] are displayed below the standard fields.
Two save buttons are displayed.
* The '''Save & New''' button will save the current Level 1 item and display the '''New Contract''' window again so an additional contract can be created.
* The '''Save''' button will save the current Level 1 item.
==Template Choice Restricts Statuses==
You configured the current [[Template|template]] – '''Non-Disclosure Agreement''' to only be associated with two statuses.
1. Click in the '''Status''' combo box.
[[Image:Uta50.png]]
Only '''Negotiation''' and '''Active''' are displayed.
2. Select a different type of '''Contract''' from the '''Type''' combo box.
[[Image:Uta51.png]]
3. Review the contents of the '''Status''' combo box.
[[Image:Uta52.png]]
The status list now includes all statuses selected for this template.
==Creating a Contract==
1. Create the following contract:
[[Image:Uta53.png]]
2. Click the '''Save & New''' button.
A new, blank contract window is displayed.
3. Create the following additional contract:
[[Image:Uta54.png]]
4. Click the '''Save''' button.
The contract is saved and remains on the screen.
[[Category:Universal Tracking Application]][[Category:Applications]]
