Find and edit an existing prelim listing

1.            Go to Contracts Management > Contract Prelim Listing.
A list of records is displayed.

2.            Type your search criteria into the fields at the top of the page.
You can search for a prelim listing by Name. For example, the following search returns a list of records with a name that begins with 15.

3.            Click Search.
Records matching your search criteria are listed.

4.            Double-click a prelim listing to edit it.
The Contract Prelim Listing Details form is displayed. It has the following tabs:

§               Details
View and add prelim marks to your list.
See Contract Prelim Listing - Details for a full list of the fields and buttons on this tab.

§               Notes
See Contract Prelim Listing - Notes for a full list of the fields and buttons on this tab.

§               Custom Fields
See Contract Prelim Listing - Custom Fields for a full list of the fields and buttons on this tab.

§               Attachments
See Contract Prelim Listing - Attachments for a full list of the fields and buttons on this tab.

§               Information
See Contract Prelim Listing - Information for a full list of the fields and buttons on this tab.

5.            Make your changes and click Save.

§               If you leave the search fields blank, all records for the module are listed.

§               Click Clear to reset the search criteria.

§               Search criteria are not case sensitive.

§              Max Rows will need to be set to the maximum scope to display all records by setting this to "0". Be cautious as this may take a while to load.

§               You can use the following characters in the search fields:

*
Use the asterisk as a wildcard. If, for example, you wanted to show every member with a grade of –S275, type in *-S275. Every record in the module that ends with -S275 is displayed.

_
Use an underscore to represent any character; for example, _275 lists all records in the module with four characters that end with 275.

%

Use a percent sign to match any character that occurs multiple consecutive times. For example, C%per* would find both Cooper Steel Construction and Caper Fabrication Ltd.

[ ]
Use square brackets to denote a character range; for example, *U[B-C]* lists all UB codes and UC codes.