The VertiGIS FM Contracts search page provides an overview of all standard contracts and insurance contracts in the database and allows you to search and filter using various contract data as criteria.
You can access the VertiGIS FM Contracts search page, by expanding the product or module in the left pane and clicking Search.
Link to VertiGIS FM Contracts Search Page
Rental contracts are accessed separately, in the search page for the VertiGIS FM Rental Management module. To access it, expand Rent in the left pane and click Search.
Link to VertiGIS FM Rent Search Page
Objects
In the Objects section, you can click a type of contract or a data object associated with contracts to view a list of the selected object type in the system. If you click Contract, for example, the search grid shows all the standard contract that have been created in the system as well as key data points in the table columns.
Standard Contracts Shown on VertiGIS FM Contracts Search Page
In addition to standard contracts, you can also see insurance contracts in the VertiGIS FM Contracts search grid by clicking Insurance under Objects.
Contract Statuses
When Contracts is selected under Objects, you can sort contracts by their statuses in the column that is leftmost by default. The icons in this column correspond to the contract's status.
Contract Statuses
Icon |
Status |
Description |
|---|---|---|
|
Not realised |
The Enter value has been created but is not valid. Most of the fields in the details can still be edited. This Enter value status is typically assigned if a party backs out of a contract. Enter value in this state do not appear in the search page grid. The icon for this status appears in the Contracts section on the details page for other data objects associated with the contract. |
|
Marked down |
The Enter value has been created but has not yet been signed by both parties. Most of the fields in the Enter value details can still be edited. |
|
In progress |
Details of the Enter value are being finalized, but it has not yet been agreed to by both parties. When a Enter value is in this state, fewer fields are editable compared to when its state is Marked Down. |
|
Completed |
The Enter value has been agreed to by both parties and is valid. Most fields in the details are locked, and you must add an addendum to the Enter value to change them. |
|
Completed (Finished) |
The end of the Enter value is reached. VertiGIS FM programmatically moves a contract into this state when its Termination of Contract date is reached.
Contract in Completed (Finished) State This state appears in red in the State field when the Enter value is finished. |
Refer to Contract Types for an overview of data objects managed in VertiGIS FM Contracts and its associated modules.
To see rental contracts, click navigate to the VertiGIS FM Rental Management search page and click Rental agreement under Objects.
Rental Contracts Shown on VertiGIS FM Rent Search Page
When any object is selected, you can click the Show/Hide Columns (
) icon to add or remove data points from the search grid.
Filter
You can expand the Filter tab to narrow a search based on additional Master Data criteria used in VertiGIS FM Contracts. To view the additional criteria available, click Filter.
Expanded Filter Section on VertiGIS FM Search Page
The master data that can be used to search will vary based on the VertiGIS FM product you're using and the item you've clicked in the Objects section.
Click the Reset button to remove all inputs from the search fields in the Filter section.
Reset Button the Search Page
You can save queries, which are lists of the object selected in the Objects section filtered using the search criteria entered in the Filter section, so that other users can generate PDFs based on them. Refer to Save Queries for more information.
Search Tool Icons
The panel on the top of the search grid contains a row of icons with tools that can be used to apply an action directly to the selected item in the search table or to the search results in general.
Search Tool Icons
The available icons vary depending on the object selected. In VertiGIS FM Contracts, for example, you can create create a new standard contract or insurance contract when you select one of those objects in the Objects section and then click the Add (
) icon. If you click Damage Report (i.e., claims) or Appointment, the Add () icon is not available; these data objects must be created on the details page for the object with which they are associated (for example, the standard contract).
Search Grid Tool Icons
Icon |
Description |
|---|---|
|
Opens the details page for the item selected in the search grid. Equivalent of double-clicking an item in the search grid. |
|
Opens a dialog showing the location of the selected item on a map. |
|
Allows you to batch edit all the selected items in the search grid. |
|
In, opens a form to generate collective work orders or subcontractions for the individual orders selected in the search grid. |
|
In VertiGIS FM Maintenance, opens a form to manually create a new order order for all selected items in the search grid. |
|
Opens the form to add a new item for the object type shown in the search grid. |
|
Deletes the selected item. |
|
Open a list of reports you can download using data from the rows selected in the search grid. |
|
Exports the selected rows into an Excel spreadsheet. |
|
Removes all unselected items from the search grid. |
|
Selects all the items in the search grid. |
|
Opens a dialog that allows you to add or remove columns. |
|
Shows or hides the search boxes under each column header that are used to filter the search results. |
The availability of the icons shown in the table above varies depending on the VertiGIS FM product and the object selected in the Objects section.
Additional Search
The Additional Search feature allows you to search the selected item in the Objects section for more than one criteria in the same field. For example, in VertiGIS FM Buildings, you could use it to search for a list of tables and chairs that are located in one specific room. Similar examples could apply to other VertiGIS FM products.
To Perform an Additional Search
1.On the search page, expand the Filter tab.
2.Enter or select a value in one of the search fields.
3.Click Additional Search. The first search criteria is now listed under Search Criteria.
4.Enter or select another value in one of the search field. In the primary use case for the Additional Search feature, you are entering or selecting a different value for the same field as the first search criteria.
5.Click Additional Search.
6.Repeat steps 2 and 3 until you have all the criteria you want is shown under Search Criteria..
7.Click Search.
Additional Search Criteria for Real Estates with a Status of Planned or Not Active
