Global search results

The following table list the fields displayed for each set of search results, the search option which must be selected to return these results, and indicates which fields are searched on.

Tender profile

Search option: Tender > Profile

Search fields:

• Reference

• Name

• Description

• custom fields

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Snippet	The text which contains the search term, if relevant.

Tender Library

Search option: Tender > Library

Search fields:

• Document reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Reference Number	The unique reference of the document.
  Source Name	The name of the tender document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender messages

Search option: Tender > Messages

Search fields:

• Subject

• Message Body

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Subject	The subject of the message.
  Recipient List	Outgoing messages only. The contractor contacts who were specified as recipients.
  Date	The date and time that the message was sent.
  Message Type	The direction of the message: Outgoing - from the company Incoming - to the company
  Snippet	The text which contains the search term, if relevant.

Tender team

Search option: Tender > Team

Search fields:

• Name

• Position

• Email

• Phone

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Name	The name of the company user who belongs to the tender team.
  Position	The position of the company user.
  Email	The email address of the company user.
  Phone	The telephone number of the company user.
  Snippet	The text which contains the search term, if relevant.

Tender notes

Search option: Tender > Notes and Attachments

Search fields: Note Text

Tender note attachments

Search option: Tender > Notes and Attachments

Search fields:

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the tender belongs.
  Note Text	The text of the tender note to which the attachment belongs.
  Source Name	The name of the tender note attachment that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender Contractor List

Search option: Tender > Contractor List

Search fields:

• Contractor Name

• Contractor Reference Number

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the tender belongs.
  Contractor Name	The name of the contractor company.
  Contractor Reference Number	The unique reference of the contractor.
  Tender Stage	The last schedule item in the tender in which the contractor was involved.
  Snippet	The text which contains the search term, if relevant.

Tender Contractor List - notes

Search option: Tender > Contractor List

Search fields: Note Text

Tender Contractor List - note attachments

Search option: Tender > Contractor List

Search fields:Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Source Name	The name of the note attachment which matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender schedule item name

Search option: Tender > Schedule Items

Search fields: Schedule Item Name

Tender schedule item documents

Search option: Tender > Schedule Items

Search fields:

• Document reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Schedule Item Name	The name of the schedule item which matches the search term.
  Reference Number	The unique reference of the document.
  Source Name	The name of the document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender schedule item notes

Search option: Tender > Schedule Items

Search fields: Note Text

Tender schedule item note attachments

Search option: Tender > Schedule Items

Search fields:

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the tender belongs.
  Schedule Item Name	The name of the schedule item which contains the note attachment that matches the search term.
  Source Name	The name of the schedule item note attachment that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender reviews

Search option: Tender > Reviews

Search fields: Review Name

Tender review documents

Search option: Tender > Reviews

Search fields:

• Document reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Schedule Item Name	The name of the Review schedule item which contains the review document that matches the search term.
  Review Name	The name of the review.
  Reference Number	The unique reference of the document.
  Source Name	The name of the review document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender reviewer comments

Search option: Tender > Reviews

Search fields: Note Text

Tender reviewer comments - attachments

Search option: Tender > Reviews

Search fields:

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Schedule Item Name	The name of the Review schedule item which contains the review attachment that matches the search term.
  Source Name	The name of the attachment that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Tender stage gate package

Search option: Tender > Stage Gates

Search fields: Package Name

Tender stage gate package supporting notes

Search option: Tender > Stage Gates

Search fields: Note Text (in package details and Formal Response notes but not the Stage Gate notes - those are searched for as schedule item notes and attachments)

Tender stage gate package supporting attachments

Search option: Tender > Stage Gates

Search fields:

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Tender Ref	The unique reference of the tender.
  Tender Name	The name of the tender.
  Project/Dept Ref	The unique reference of the project/dept to which the tender belongs.
  Project/Dept Name	The name of the project/dept to which the tender belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Schedule Item Name	The name of the Review schedule item which contains the stage gate package attachment that matches the search term.
  Package Name	The name of the stage gate package.
  Source Name	The name of the stage gate attachment that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Contract details

Search option: Contract > Details

Search fields:

• Contract Reference

• Contract Name

• Contract Description

• Contract External Reference

• Contractor Name

• Contract custom fields

• Contract library document name

• Contract library document content (if the Document Content search option is selected)

  Field	Description
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  External Reference	The external reference of the contract.
  Contract Type	The type of contract: Standard, Call Off or Framework Agreement
  Framework Agreement Ref	Call off contracts only. The unique reference of the parent framework agreement.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Contractor Name	The name of the contractor to which the contract is awarded.
  Source Name	The name of the contract document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Communication details

Search option: Contract > Communication Details

Search fields:

• Communication Reference

• Communication Title

• Description

• Recipient Name

• State Transition comments

• Communication custom fields

• Communication tags

  Field	Description
  Communication Ref	The reference of the communication, unique to its contract.
  Communication Title	The title (subject) of the communication.
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  Contract Type	The type of contract: Standard, Call Off or Framework Agreement
  Framework Agreement Ref	Call off contracts only. The unique reference of the parent framework agreement.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Description	The description (body) of the communication.
  Snippet	The text which contains the search term, if relevant.

Communication documents

Search option: Contract > Communication Documents

Search fields:

• Document Reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Communication Ref	The reference of the communication, unique to its contract.
  Communication Title	The title (subject) of the communication.
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  Contract Type	The type of contract: Standard, Call Off or Framework Agreement
  Framework Agreement Ref	Call off contracts only. The unique reference of the parent framework agreement.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Reference Number	The unique reference of the document.
  Source Name	The name of the communication document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Communication internal notes and attachments

Search option: Contract > Communication Internal Notes and Attachments

Search fields:

• Note Text

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Note	The text of the internal note which matches the search term, if any.
  File Name	The name of the note attachment that matches the search term or contains the text that matches the search term.
  Communication Ref	The reference of the communication, unique to its contract.
  Communication Title	The title (subject) of the communication.
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Snippet	The text which contains the search term, if relevant.

Communication review details

Search option: Contract > Communication Review Details

Search fields:

• Review Title

• Review Guidelines

• Next Steps After Review

  Field	Description
  Review Title	The title of the communication review.
  Review Guidelines	The instructions for the reviewers.
  Next Steps After Review	The instructions for reviewers to be followed once the review is completed.
  Communication Ref	The reference of the communication, unique to its contract.
  Communication Title	The title (subject) of the communication.
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.

Communication review notes and attachments

Search option: Contract > Communication Review Notes and Attachments

Search fields:

• Note text

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Note	The text of the review note which matches the search term, if any.
  File Name	The name of the review note attachment that matches the search term or contains the text that matches the search term.
  Review Title	The title of the communication review.
  Communication Ref	The reference of the communication, unique to its contract.
  Communication Title	The title (subject) of the communication.
  Contract Ref	The unique reference of the contract.
  Contract Name	The name of the contract.
  Project/Dept Ref	The unique reference of the project/dept to which the contract belongs.
  Project/Dept Name	The name of the project/dept to which the contract belongs.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Snippet	The text which contains the search term, if relevant.

Contractor details

Search option: Contractor > Details

Search fields:

• Contractor Reference

• Contractor Name

• Contractor Name (Translation)

• Contractor custom fields

  Field	Description
  Contractor Reference Number	The unique reference of the contractor.
  Contractor Name	The name of the contractor company.
  Contractor Name (Translation)	The translation or transliteration of the contractor company name, if relevant.
  Snippet	The text which contains the search term, if relevant.

Contractor addresses

Search option: Contractor > Details

Search fields:

• Address

• Town/City

• County/Region

• Postcode

  Field	Description
  Contractor Reference Number	The unique reference of the contractor.
  Contractor Name	The name of the contractor company.
  Address	The street address of the contractor company.
  Town/City	The town or city of the contractor company's address.
  County/Region	The county or region of the contractor company's address.
  Postcode	The postal code of the contractor company's address.
  Country	The country of the contractor company's address.
  Snippet	The text which contains the search term, if relevant.

Contractor contacts

Search option: Contractor > Details

Search fields:

• Contact Name

• Contact Position

• Contact Email

• Contact Phone

  Field	Description
  Contractor Reference Number	The unique reference of the contractor.
  Contractor Name	The name of the contractor company.
  Name	The name of the contractor contact.
  Position	The company position of the contractor contact.
  Email	The email address of the contractor contact.
  Phone	The telephone number of the contractor contact.
  Primary Contact	Indicates whether the contact is a primary contact for the contractor.
  Snippet	The text which contains the search term, if relevant.

Contractor documents

Search option: Contractor > Documents

Search fields:

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Contractor Reference Number	The unique reference of the contractor.
  Contractor Name	The name of the contractor company.
  Document Source Name	The name of the contractor document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Reference Library documents

Search option: Reference Library > Documents

Search fields:

• Document reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Folder	The library folder in which the document is located.
  Reference Number	The unique reference of the document.
  Source Name	The name of the document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Reference Library templates

Search option: Reference Library > Templates

Search fields:

• Category

• Template Title

• Template Description

  Field	Description
  Category	The category to which the template belongs.
  Template Title	The name of the template.
  Snippet	The text which contains the search term, if relevant.

Reference Library template documents

Search option: Reference Library > Templates

Search fields:

• Document Reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Category	The category to which the template belongs.
  Reference Number	The unique reference of the document.
  Source Name	The name of the template document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.

Project Library documents

Search option: Project Library > Documents

Search fields:

• Document Reference

• Document name

• Document content (if the Document Content search option is selected)

  Field	Description
  Project/Dept Ref	The unique reference of the project/dept.
  Project/Dept Name	The name of the project/dept.
  Business Unit	The name of the business unit to which the project/dept belongs.
  Folder	The library folder in which the document is located.
  Reference Number	The unique reference of the document.
  Source Name	The name of the document that matches the search term or contains the text that matches the search term.
  Snippet	The text which contains the search term, if relevant.