CobbleStone Documentation Wiki Welcome Guest: 12/2/2024 12:25:43 PM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
Locations   
Page last modified on Tuesday, September 4, 2012 1:41 PM (by Kelly Allen) (initially created on Friday, June 22, 2012 11:00 AM)
Assigned to: Planning- Contracts
  Generate Manual Print View
 
Page Content
 
 
Locations Planning for Your Contract Insight Application

The Locations table is usually used to document the individual Locations/Entities of your organization, or even the actual physical Location of where the actual Contract is being stored/managed.  However, if your organization does not have several entities or physical locations, then this table can be used to even document something like the Region that the Contract Record is for.  While a table like the Contract Types table can affect the Basic Templates and Fields Assigned by Contract Type, the Locations table is not going to affect any other aspect of your Contract Insight application.  While the Locations table is not a mandatory table that needs to be populated, this table can be used for searching, reporting, sorting and filtering, as well as for Workflow criteria specifications.  

Please see the 
Locations Management Documentation Wiki page for more information about adding, editing, and deleting values in the Locations table.  

Areas Affected:

*There are not any areas in Contract Insight that are affected by the Locations table.

Can Be Used For:

1.  Searching
2.  Reporting
3.  Sorting & Filtering for Searches and Reports
4.  Workflow Criteria

Next Steps:

1.  Download and populate the 'Locations Planning' tab in the "InitialSetupTablePlanningSpreadsheets.xlsx" attached at the bottom of this screen.

2.  Follow the instructions for implementing the finalized Locations list either on an individual value-by-value basis on the "Location Management" Documentation Wiki screen, or by using the instructions on the "Bulk Import Data" screen of the Documentation Wiki.
 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
 
 
   
 
Files & Attachments
 
 
File NameFile TitleFile TypeDownloadsDate Uploaded
  
RadDatePicker
RadDatePicker
Open the calendar popup.
InitialSetupTablePlanningSpreadsheets.xlsx Initial Setup Table Planning Spreadsheets.xlsx 686 9/3/2012 5:46:08 PM
 
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.