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. Separate search pages are available for the Rental Management, Costs and Budget, and Cost Calculation. These modules are included in the license forVertiGIS FM Contracts.
You can also create new instances of certain data objects managed in a given VertiGIS FM product or module on its search page.
You can access search pages for VertiGIS FM Contracts, Rental Management, Costs and Budget, or Cost Calculation by expanding the product or module in the left pane and clicking Search.
Link to VertiGIS FM Contracts 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 contracts 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 in the Objects section.
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 contract has been created but is not valid. Most of the fields in the details can still be edited. This contract status is typically assigned if a party backs out of a contract. Contracts 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 contract has been created but has not yet been signed by both parties. Most of the fields in the contract details can still be edited. |
|
In progress |
Details of the contract are being finalized, but it has not yet been agreed to by both parties. When a contract is in this state, fewer fields are editable compared to when its state is Marked Down. |
|
Completed |
The contract 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 contract to change them. |
|
Completed (Finished) |
The end of the contract 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 contract 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
Data objects like rental agreements, lease contracts, and rental units are accessed separately, under Objects on the search page for the VertiGIS FM Rental Management module. To access it, expand Rent in the modules panel and click Search.
Link to VertiGIS FM Rent Search Page
Costs and Budget
Data objects like invoices, accounts, cost centers, and budgets are accessed separately, under Objects on the Costs and Budget search page.
Link to VertiGIS FM Costs and Budget Search Page
Cost Calculation
Data objects like investment plans, investment plan items, and service units are accessed separately, under Objects on the Cost Calculation search page.
Link to Cost Calculation 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.
Search List Authorization
If the data object whose instances you want to see in the search grid does not appear in the Objects section, you may need to edit the search list authorization to show it.
Only user assigned user roles with administrative privileges can complete this action.
To edit the search list authorization, click the gear icon in the top-right corner of the search page.
Edit Search List Authorization
You can then show hidden search objects by selecting the radio button in the Visible column, or hide it by selecting the radio button in the Invisible column.
Search List Authorization Page
Click Save and Close to activate any changes you make to the search list authorization.
Section authorization is dictated on a user role basis. Ensure you have selected the role for which you want to show or hide a section before completing the steps below.
Role Selection for Search List Authorization
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.
Include History
To find data objects whose statuses indicate they are permanently retired (for example, a device whose status is Rejected), you must select the Include History check box to see the data object in the search grid.
Include History Check Box
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. Report definitions must be uploaded for the data source whose data object is selected under Objects. This icon has additional features in some workflows. For example, clicking it when an Invoices are selected under Objects allows you to print the invoice, which processes it. |
|
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 show or hide 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.
Show or Hide Columns
When you click the Show/Hide Columns () icon, you can select which of the data points (or properties) associated with the data object selected under Objects you want to see as columns in the search grid.
Selecting Data Point
Selected data points have sortable columns when the data object is selected in the grid. Deselected data points are hidden.
Saving Show/Hide Columns
After you click Save, the data point appears in the search grid. You can sort or filter the selected data object using the property.
Column Added to Search Grid
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
