The following table lists information about the columns and options that appear in the List of Patron Contracts grid under the Contracts tab on the Patron page.
|
Column |
Description |
|
Contract Name |
Name of the contract |
|
Contract ID |
ID number used for each contract. Unlike the Contract #, each Contract ID is automatically assigned and is unique. The Contract ID cannot be edited. |
|
Expected Start |
The date when the contract item usage is (or was) expected to begin |
|
Expected End |
The date when the contract item usage is (or was) expected to end |
|
Asset Type |
The asset type associated with the contract. For assignment contracts, the asset type could be the room size (Single, Double, etc.) For a meal plan contract, the asset type is the type of meal plan. |
|
Status |
Status of the Contract: •Active •Completed •Preliminary •Canceled •Expired •Suspended •Terminated This is automatically updated when the patron checks-in or checks-out if the Check In/Out Updates Patron Contract System Parameter is set to Yes. |
|
Actual Start |
The date and time the contract item usage actually began. This is automatically updated when the patron checks-in if the Check In/Out Updates Patron Contract System Parameter is set to Yes. |
|
Actual End |
The date and time the contract item usage actually ended. This is automatically updated when the patron checks-out if the Check In/Out Updates Patron Contract System Parameter is set to Yes. |
|
Access Start |
The date and time of the patron’s access to the room. |
|
Access End |
The date and time of the patron’s access to the room |
|
Linked Space |
The specific space in a room, if the patron’s assignment is linked to a space |
|
Check In Date/Time |
The date and time the patron checked-in. This is automatically updated when the patron checks-in if the Check In/Out Updates Patron Contract System Parameter is set to Yes. |
|
Check Out Date/Time |
The date and time the patron checked-out. This is automatically updated when the patron checks-out if the Check In/Out Updates Patron Contract System Parameter is set to Yes. |
|
Contract # |
The contract number and date associated with the contract |
|
Date Signed |
Date and time the contract was signed (or submitted) |
|
Option |
Description |
|
|
Click the First Page, Previous Page, Next Page, or Last Page arrows to navigate the pages of the grid. |
|
Add |
Click Add to add a new contract, add a new assignment, or add an assisted assignment. |
|
Process Contract Items |
Click Process Contract Items to generate contract charges for the patron. |
|
Edit |
Click Edit to edit a contract. |
|
Delete |
Click Delete to remove a contract from a Patron’s profile. |
|
History |
Click History to view the history for a contract. |
|
Alter Display |
Click Alter Display|topic=Altering Grid Displays to define the columns, sort, and number of rows to display in the grid. Click Restore Default in the Change display on the grid window to restore the display to the default settings. |