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SRA Search Screen

Wed, Jan 17, 2024  Searching for an SRA
1. From the Contracts modules, click the SRA Search button.

2. The SRA Search screen will open.

3. Enter any relevant information to help narrow down the set of search results which are shown.  Please note: A Client has to be selected in order for any results to be shown.  However, the more search fields that are completed the more precise the results will be.
 
4. Ticking the  Created By Me? tick box will show any SRA's created by the User that is logged on.

5. The Status field defaults to Active but can be changed to show just Inactive SRA's or both.
 

6. The "Special Type" drop down allows the User to search for PPM Only, Internal Only or Quote Only SRAs (or return All Types as per the default setting).
 
 
7. Click on OK to begin the search. Clicking Cancel will take the User back to the previous screen.