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AVEVA™ Contract Risk Management - Company Portal

Search for contractors

  • Last UpdatedDec 27, 2023
  • 3 minute read

You can search for contractors using:

  • Search options

  • Advanced search options

Search for a contractor using search options

  1. Click fa-search Search on the navigation bar.

  2. Select Contractors from the Search drop-down list.

  3. Enter the search text or value.

    Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

  4. Click the fa-search icon or press the Return key.

    The Contractor Search page is displayed.

  5. Enter values as required for the relevant search criteria.

    • Search Filter: Select Global to search globally for a contractor.

      Select the radio button for your own country to search in the country only.

    • Search On: Select the field you want to search on.:

      • Name

      • Reference Number

      • Product Codes

      • Address

      • Contact

      • Postcode

      • External Reference

      • non-confidential text and numeric custom fields

    • Criteria: This option refers to the text you enter in the Search For field. Select whether you want the search to return results which Begins With, Contains or Ends With the text you enter in the Search For field.

    • Search for: Enter search text in the field.

      Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

  6. Click Search.

    The contractors matching the search criteria are displayed.

  7. Click the contractor you want to view.

    The Contractor Summary page is displayed, listing contractor details, including values of custom fields and the contractor address.

    Tip You can also use the A-Z search area to search for a contractor by the initial letter of its name. Click Other to list contractors that start with a non-alphabetical character, e.g. numbers. Click List All to list all contractors.

    Search results

    Field

    Description

    Starred

    Indicates whether the contractor is starred as a favorite. Click to star the contractor.

    Trading recommendation status

    Indicates the contractor's trading recommendation status.

    Ref

    The unique reference of the contractor.

    Name

    The name of the contractor.

  1. Click fa-search Search on the navigation bar.

  2. Select Contractors from the Search drop-down list.

  3. Enter the search text or value.

    Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

  4. Click the fa-search icon or press the Enter key.

    The Contractor Search page is displayed.

  5. Specify whether you want to search for a contractor globally by selecting Global or in your own country only by selecting the appropriate radio button.

  6. Click Advanced Search.

    The Advanced Contractor Search page is displayed.

  7. Enter values as required for the relevant search criteria.

    • Name

    • Reference Number

    • Product Codes

    • Address

    • Contact

    • Post Code

    • Country

    • Trading Recommendation

  8. Select Exact, Not and Use as needed to refine your search.

    Exact

    Not

    Use

    Result

    Blank

    Blank

    Checked

    Contractors whose corresponding field contains the search text are displayed.

    Checked

    Blank

    Checked

    Contractors whose corresponding field has an exact match to the search text are displayed.

    Blank

    Checked

    Checked

    Contractors whose corresponding field does not contain the search text are displayed.

    Checked

    Checked

    Checked

    Contractors whose corresponding field is not an exact match to the search text are displayed.

  9. Click Search.

    The contractors matching the search criteria are displayed.

  10. Click the contractor you want to view.

    The Contractor Summary page is displayed.

    Search results

    Field

    Description

    Ref

    The unique reference of the contractor.

    Name

    The name of the contractor.

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