Sådan søger eller filtrerer du aftaler
For at finde oplysninger på oversigtslisten skal du enten bruge Søg øverst på oversigtslisten eller Filter ved siden af listen (eller en kombination).
Generelt er det nemt at få adgang til Filter, og man kan altid se de anvendte kriterier. Den har også nogle avancerede funktioner: Du kan søge efter bestemte filnavne (samt indhold i PDF-filer), og du har adgang til foruddefinerede hurtigfiltre. Med Søg-funktionen kan du nemt gennemse listen efter bestemte ord eller datoer i dine posteringer (også i felter, du ikke kan se i oversigtslisten). Desuden giver Avanceret søgning mulighed for at søge efter ethvert indhold (herunder datointervaller) i et eller flere felter.
Eksempel 1:
Du vil gerne finde alle aftaler, der udløber inden for de næste 6 måneder. Se, om der findes et hurtigfilter til dette. Hvis ikke – så brug Avanceret søgning på følgende måde: Tilføj feltet Forventet udløbsdato, vælg Før under Regel, og vælg en dato, der ligger 6 måneder frem i tiden, under Værdi.
Eksempel 2:
Du vil gerne kontrollere, om alle dine IFRS-aftaler har en indledende vurdering: Åbn hurtigfiltret, og vælg Leje: Mangler førstegangsmåling. Hvis du ønsker det, kan du også vælge en bestemt leverandør under filterfeltet Kontraktpartner. Eller du kan søge efter en bestemt vedhæftet aftale under Filvedhæftninger.
Søg
Brug søgningen til at finde indhold, der er indtastet i felter.
Standardsøgning
Brug søgefeltet til en fritekstsøgning.
Eksempel:
Du skal finde din aftale AF-123. Skriv "AF-123" i søgefeltet - og aftalen vises.
Avanceret søgning
Klik på 
punktmenuen for at søge og/eller kombinere specifikke felter.
Eksempel:
Du ønsker at finde alle leverandøraftaler, der udløber i år: Søg først efter leverandøraftalerne (felt Type). Tilføj derefter et nyt kriterium, og søg efter Forventet udløbsdato før 31.12. i år.
Gem søgning
Du kan gemme enhver søgning ved at klikke på 
Gem filter i sektionen 
Filter. Søgningen tilføjes derefter som en Favorit øverst i filtersektionen.
Tøm søgning
Klik på 
Tøm filter i sektionen Filter for at slette søgefilteret. Bemærk, at eventuelle yderligere filtre/søgninger, du har anvendt, også vil blive slettet.
Filtre
Filtre - en sammenklappelig liste til venstre for hver oversigtsliste - giver endnu mere præcise hits.
Her er nogle af højdepunkterne:
-
Du kan søge efter vedhæftede filer (fil og indhold).
Feltkriterier
Som standard vises felter som »Ansvarlig medarbejder«, "Afdeling" og »Partner«. Dette giver dig mulighed for hurtigt at finde alle aftaler, som du er ansvarlig for, og som vedrører en bestemt afdeling eller aftalepartner.
Vælg pen-ikonet for at tilføje eller fjerne felter.
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For at tilføje et nyt felt skal du klikke på Flere felter og vælge det, du vil tilføje.
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Hvis du vil fjerne et felt, skal du klikke på det røde kryds ved siden af feltet.
-
Brug Drag&Drop til at ændre rækkefølgen.
Klik på pen-ikonet igen for at gemme dine ændringer.
Favoritter
Her kan du finde dine gemte favoritter.
Hvis du vil gemme et filter som en favorit, skal du klikke på Gem filter nederst (dette virker kun, hvis du har en aktiv søgning). Du kan nu give favoritten et navn, og den vil blive tilføjet under Favoritter. Husk, at du også kan oprette favoritter ud fra avancerede søgninger eller ved at kombinere filtre og søgninger.
Hvis du vil slette en favorit, skal du klikke på Rediger filtre ved siden af Favoritter. Klik derefter på penneikonet ved siden af filteret og derefter på Slet i vinduet. Samme sted kan du også ændre navnet på en favorit.
Tip!
Det er også muligt at kombinere flere favoritter ved at klikke på dem efter hinanden.
Hurtigfilter
Det er foruddefinerede filtre, som vi har skabt på baggrund af vores kunders feedback.
Eksempel!
Du kan finde alle poster med vedhæftede filer, med/uden betalingsplaner, oprettet af dig og meget mere. Det er især nyttigt til søgninger, der ikke er baseret på specifikke feltindtastninger.
Tip!
Skriv et nøgleord i søgefeltet for at indsnævre søgningen.
Med hurtigfilter kan du finde disse aftaler (den følgende liste er på engelsk, men du finder danske oversættelser i din løsning):
Created within the last 24 hours
Created within the last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within the last 24 hours
Changed within the last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Expiration date within 4 weeks
Continuous contract (= a contract without expiration date)
No continuous contract (= a contract with expiration date)
Expired contracts
Has attachments
Has no attachments
Has active departments
Has inactive departments
Created by me
What I am following
Modified by me
Has inactive: Responsible employee
Has inactive: Signed by
Has adjustment schedule
Has payments (= contract contains at least one payment schedule)
Has no payments (= has no payment schedule on the contract)
Has index adjustment schedule
Lease: Classified
Lease: Not classified
Lease: Lessee gets title of ownership
Lease: Missing initial assessment
Lease: With exemption for low-value assets
Lease: With exemption for short-term
Lease: With ROU measured from commencement
Lease: With ROU measured from implementation date
Lease: Financial
Lease: Operational
Lease: Has initial assessment
Lease: Has settlement
Lease: Is headlease
Lease: Is sublease
Lease: Part of sublease structure
Has comments
Has no comments
Has events
Has no events
Has DORA
Has no DORA
Is DORA-ready
Is not DORA-ready
Is a DORA draft
Has "Accounting currency"
Has no "Accounting currency"
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Contract partner"
Has no "Contract partner"
Has "Contract without end date"
Has no "Contract without end date"
Has "Currency"
Has no "Currency"
Has "Department"
Has no "Department"
Has "Index"
Has no "Index"
Has "Labels"
Has no "Labels"
Has "Location"
Has no "Location"
Has "Note"
Has no "Note"
Has "Notice period"
Has no "Notice period"
Has "Related asset"
Has no "Related asset"
Has "Related contract"
Has no Related contract"
Has "Responsible employee"
Has no "Responsible employee"
Has "Signed by"
Has no "Signed by"
Has "Start date"
Has no "Start date"
Has "Status when expired"
Has no "Status when expired"
Has "Termination deadline"
Has no "Termination deadline"
Has "Title"
Has no "Title"
Has "Type"
Has no "Type"
Med hurtigfilter kan du finde disse personer/brugere (listen nedenfor er på engelsk, men du finder danske oversættelser i din løsning):
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
kIs "Responsible employee" for assets
kIs "Responsible employee" for contracts
kIs "Responsible employee" for departments
Is "Responsible employee" for locations
Is not "Responsible employee" for assets
Is not "Responsible employee" for contracts
Is not "Responsible employee" for departments
Is not "Responsible employee" for locations
Has user
Has active departments
kHas inactive departments
Created by me
kWhat I am following
kModified by me
Have phone
Has inactive: Superior employee
Has comments
Has no comments
kHas events
Has no events
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Country"
kHas no "Country"
kHas "Date of birth"
Has no "Date of birth"
Has "Department"
Has no "Department"
Has "Email"
Has no "Email"
'Has "Employee Number"
Has no "Employee Number"
Has "First day of employment"
Has no "First day of employment"
Has "First name"
Has no "First name"
Has "Has logged in?"
Has no "Has logged in?"
Has "Labels"
Has no "Labels"
Has "Last login"
Has no "Last login"
Has "Location"
Has no "Location"
Has "Mobile phone"
Has no "Mobile phone"
Has "Name"
Has no "Name"
Has "Note"
Has no "Note"
Has "Phone"
Has no "Phone"
Has "Position"
Has no "Position"
Has "Postal code"
Has no "Postal code"
Has "State"
Has no "State"
Has "Street"
Has no "Street"
Has "Superior employee"
Has no "Superior employee"
Has "Surname"
Has no "Surname"
Has "Town"
Has no "Town"
Has "User account activated"
Has no "User account activated"
Has "User group"
Has no "User group"
Has "Username"
Has no "Username"
Med hurtigfiltrene kan du finde følgende partnere (leverandører og kunder). Listen nedenfor er på engelsk, men du finder danske oversættelser i din løsning:
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
Has active contracts
Created by me
Modified by me
Has relation to my company
Have phone
Has inactive: Internal contact person
Has comments
Has no comments
Has DORA
Has no DORA
Is DORA-ready
Is not DORA-ready
Is a DORA draft
Has "Companies"
Has no "Companies"
Has "Country"
kHas no "Country"
Has "Email"
Has no "Email"
Has "Environmental protection"
Has no "Environmental protection"
Has "Group"
Has no "Group"
Has "Human rights"
Has no "Human rights"
Has "Internal contact person"
Has no "Internal contact person"
Has "Mobile phone"
Has no "Mobile phone"
Has "Name"
Has no "Name"
Has "Note"
Has no "Note"
Has "Organization number"
Has no "Organization number"
Has "Phone"
Has no "Phone"
Has "Work ethics"
Has no "Work ethics"
With quick filters you can find the following assets:
Created within last 24 hours
Created within last 7 days
Created within last month
Created within last 3 months
Created within last year
Changed within last 24 hours
Changed within last 7 days
Changed within last month
Changed within last 3 months
Changed within last year
Has attachments
Has no attachments
Has active departments
Has inactive departments
Created by me
kWhat I am following
Modified by me
Has inactive: Responsible employee
Has inactive: Utilized by
Has events
Has no events
Has comments
Has no comments
Has "Assessment"
Has no "Assessment"
Has "Category"
Has no "Category"
Has "Company"
Has no "Company"
Has "Condition"
Has no "Condition"
Has "Department"
Has no "Department"
Has "Disposal date"
Has no "Disposal date"
Has "Invoice date"
Has no "Invoice date"
Has "Invoice reference"
Has no "Invoice reference"
Has "Labels"
Has no "Labels"
Has "Location"
Has no "Location"
Has "Manufacturer"
Has no "Manufacturer"
Has "Model"
Has no "Model"
Has "Monthly adjustment factor"
Has no "Monthly adjustment factor"
Has "Note"
Has no "Note"
Has "Procurement date"
Has no "Procurement date"
Has "Related assets"
Has no "Related assets"
Has "Related contracts"
Has no "Related contracts"
Has "Responsible employee"
Has no "Responsible employee"
Has "Serial number"
Has no "Serial number"
Has "State"
Has no "State"
Has "Supplier"
Has no "Supplier"
Has "Theft number"
Has no "Theft number"
Has "Title"
Has no "Title"
Has "Type of disposal amount"
Has no "Type of disposal amount"
Has "Utilized by"
Has no "Utilized by"
Has "Warranty date"
Has no "Warranty date"
Has "Warranty expire date"
Has no "Warranty expire date"
Der findes ingen hurtigfiltre til modulerne Undersøgelser og Digital signering.
Gem filter
Du kan gemme et hvilket som helst filter ved at klikke på Gem filter. Søgningen tilføjes derefter som en Favorit øverst i filtersektionen.
Du kan også gemme en kombination af søgning og filtre.
Tøm filter
Klik på Tøm filter for at slette søgefilteret. Bemærk, at eventuelle yderligere filtre/søgninger, du har anvendt, også vil blive slettet.