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Contract

Contracts - Notes

Notes can be viewed and added to a contract from the following screens:

• Contract Listing
• Add New Contract
• Contract Maintain

These Notes cannot be deleted or edited.

Ribbon Access: Contract > Contracts

The Contract Listing screen will display.

• Select the Site that you wish to work in.
• In this example, Durban has been selected.

• By default, this screen will list all the Active contracts for the selected site.
• You can click on the drop-down arrow in the Status field and select an alternative Status if required.

View Notes

• Select the row of the contract where you wish to view the notes.
• Click on the Notes tile.

• The Contract Note Listing For Contract No.: [] screen will open.
• Here you can view all the Notes and Comments that have been linked to this contract.

Note: You cannot edit or delete any information in the Comments data grid in this screen.

Add Note

• Click on Add.

The Contract: [] screen will open. You can view the following details:

• Note Date and Time: This will auto populate with the current date.
• You can either type in, or click on the drop-down arrow and use the calendar function to select an alternative date if required.
• Employee: This will auto populate with the person currently logged on to the system.
• You can click on the drop-down arrow and select an alternative person, if required.
• Note: Type in details relevant to this contract.

Save Note

• When you have finished adding your note, click on Save.

• You will return to the Contract Note Listing for Contract No.: screen.
• A Contract Processing message box will pop up advising the following:
• Note has been added to Contract No: [].
• Click on OK.

View Added Note

• You can now view the newly added note.
• Click on Back to return to the Contract Listing screen.