The View Contract Events set-up form is accessed via Fleet System Management / Miscellaneous Options / View Contract Events and is an audit log associated withtheUpdate CRM Contacts menu option.When important changes are made to contracts, the changes made are written into the Audit Log file. The menu option View Contract Events allows a review of the file to examine events for one or several agreements.
The form is split into three areas. These are the Titlebar , the Contract Event Audit Log Record Table and the column of Command Buttons at the bottom of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays a record table of all audited contract event records for each agreement set up on the system.
A unique system generated audit event log number.
The contract audit event record number (defined within Environment / Quotations / Contract Audit )
The master agreement number.
The User ID of the personnel who carried out the audited event.
The date on which the audited event is carried out.
The time at which the audited event is carried out.
The disk partition in which the audited event resides.
The terminal number on which the audited event is carried out.
The module id in which the audited event took place e.g. FQ (Fleet Quotations).
The company number in which the audited event took place e.g. 01 .
The description for the audited event e.g. Quote Accepted .
The registration number of the vehicle associated with the audited event.
The list displays up to a maximum of twenty five audited contract event records at any one time. To view the remaining records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
To edit the contract event audit record table a single-right-click of the mouse in either of the two columns displays a small menu box with the following options:
- Copy
Enables the under rate for one record to be copied to other records to speed data entry. This option should not be used.
- Filter
Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria. The following mutually exclusive selection criteria option buttons/fields are available:
- Equals
Searches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
- Not Equal
Searches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are not displayed.
- Greater Than
Searches the selected column for any records with a text character string which is alphabetically higher than the character(s) entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
- Less Than
Searches the selected column for any records with a text character string which is alphabetically lower than the character(s) entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
- Contains
Searches the selected column for any records with a text character string containing the character(s) entered in the data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- Range
Searches the selected column for any records with a text character string which is alphabetically equal to or between the character(s) entered in the two data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- No Filter
No filter is applied to the record search. The Reset command button also activates the "No Filter" option.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Contract Event Audit Log form and returns to the Miscellaneous Options Menu .
Provides online access to a context sensitive Help form.
Sorts the records by the chosen keypath. Upon selection, a Keypath List Box is displayed from which the appropriate keypath (if there is more than one) is selected.
A checkbox that, when ticked, sorts the records in descending order.
Redisplays the records on the form with any new modifications.
A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
Restricts a Sort by allowing entry of a text string from which to start which in this case is the Master Number .
Restricts a Sort by allowing entry of a text string at which to finish which in this case is the Master Number . This could be the master number of the only agreement to be viewed (if it is the same as the first number just typed in), or the highest number to be viewed if a range of agreements are required.
If both the above fields are left blank then all audited events are displayed.
The purpose of this field is to allow the display of a user-defined selection of fields for every record. This is intended to reduce data entry errors. Selection of this option displays a Field Selection Box . A double-left-click on a field places that field within the current selection. Following selection of all required fields the OK command button returns and initiates the new field selection criteria to the Contract Events Audit Log form.
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form. An enquiry is formulated by completing a simple set of verbs and field names. A saved formulated query can be retrieved for future use.
Displays each field in a record by row, with the field name in the left-hand column and the field data in the right hand column. Within this option, records may be created, amended or deleted.