--- title: "Log In, General Navigation & Screen Layout" slug: "unit-1-basics" updated: 2023-11-07T21:39:32Z published: 2023-11-07T21:39:32Z canonical: "wiki.cobblestonesoftware.com/unit-1-basics" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Log In, General Navigation & Screen Layout ### CobbleStone® University Certification Program - Unit 1 ### ### **Log-in** CobbleStone® Contract Insight is a web-based solution, so only an internet connection and a modern web browser are needed to access the system. To login to the system, users will need an **their system URL** (if they are not using SSO), their **username**, and their **password**. 1. Open a web browser, connect to the Internet, and go to the URL web address site that was assigned (or obtained from the Application Administrator). 2. The **Log In** screen will display. Enter the username and password that has been assigned by the Application Administrator. ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/log-in-image-mgpysccp.png) If you have forgotten your password, contact your application administrator to have it reset by clicking **Forgot Password**. To reset your password, go to the **Employees** top navigation menu and select **Change My Password**. ### **General Navigation** **Contract Insight Basic Navigation** Users have access to the Main Menu to navigate the system, and the Side Menu to navigate the current page. The Main Menu is used to navigate to other pages in the system. This menu can change based on User Permissions and Workspaces in the system. The Side Menu changes dynamically depending on the current page. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1670611353758.png) **Contract Insight Main Menu** Hover over the Waffle Icon to access the Main Menu. Click the caret dropdown lists to access the contents of each folder. Note that Manage/Setup is an especially important folder for Admins. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1670611530701.png) **Contract Insight Side Menu** The Side Menu can be accessed by clicking the Hamburger Icon or hovering over an individual icon. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1670611637106.png) **Quick Search** The Quick Search box is in the Top Menu for easy access. Type a search string into the Quick Search box and press **Enter** or click the **Magnifying Glass Icon.** ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-os06pr01.png) **Quick Search: Spell Check** When possible, Quick Search looks for entries that may have been intended and suggests an alternate spelling or word. ![Text Description automatically generated with medium confidence](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-lahj5fh4.png) Click the suggestion to perform a search on that instead. ![Graphical user interface, text Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-zs359rtg.png) **Date & Time** The date and time displaying in the Top Menu reflects the last time a page was loaded by the current user. ![A picture containing text Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-d5izgwp6.png) **Icons** The icons at the top allow access to the in-application Notifications, Alerts, and Chat features. See each feature's page for more information on each. ![A picture containing icon Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-4vk78bkz.png) **Work Spaces** If multiple Work Spaces are available to you on your Dashboard, select the preferred Work Space via the pick list. ![Graphical user interface, website Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/header-overview-image-clfplpqs.png) To watch more about these topics, please watch the video below. [YouTube video player](https://www.youtube.com/embed/QLgNj0cGDBE) ### CobbleStone® Screen Layouts CobbleStone® has three screens that are seen often in the system: the Add Screen, the Details Screen, and the List Screen. All screens will be discussed in this section. **Add Screen** The Add Screen is seen whenever creating a Department, Employee, Counterparty, Request, Contract, and more. This page will use Contract Records for example purposes. Fields with a red asterisk (*) are **Required Fields**. If any required field is left blank while clicking **Save & Continue**, the system will NOT advance to the Details Screen. The blank required fields will be highlighted in red for the user to key in. Please note that it is always best practice to fill in as many fields as possible. Fields are broken down by *Field Group* (Details, Dates, Financial/Budgetary, & Record Info in this example). Date Entered, Updated By, Entered By, and Contract ID are filled out, automatically, by the system. Every record entered will be assigned a unique ID field. Once all required and applicable fields have been completed, click **Save & Continue**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1646334515808.png) **Details Screen** To manage/edit a contract record, go to the contract record’s **Contract Details** page. To get there, search for the contract using either the **QuickSearch** method (see the **“[QuickSearch](https://wiki.CobbleStonesoftware.com/docs/performing-a-quick-search)”** Wiki page for instructions) or the **Find/Search** option (see the **"**[**Find/Search Contracts**](https://wiki.CobbleStonesoftware.com/docs/field-level-searchingview-all)**"** Wiki page). You are also taken to the record's Details Screen after you click **Save and Continue** on the Add Screen. From the **Contract Details** screen, fields can be edited by hovering over the field in question and clicking the **Pencil icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1670616082543.png)). ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/managing-amp-editing-a-contract-record-image-o9lfkuhd.png) ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/managing-amp-editing-a-contract-record-image-2vcplydm.png) Fields can also be edited by **Field Group**. Click the **Pencil icon** (![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/managing-amp-editing-a-contract-record-image-k19e9x2g.png)) next to the Field Group to edit. A similar editing module displays, but all fields assigned to the Field Group are shown. Please note that scrolling down to see the **Save Record** button may be necessary. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/managing-amp-editing-a-contract-record-image-a0zzg4pn.png) ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/managing-amp-editing-a-contract-record-image-2dpyjuoz.png) **Note:** the **Expiration Warning Date** field is an auto-calculated field determined by the **Contract Expiration Date** minus the number of **Notify Days** entered. When done making changes, click **Save Changes** on the editing screen. Cancel at any time by clicking the **X** on the top-right of the menu of the editing screen. **List Screen** List Screens are the common interface for searching/reporting. Search results on a search or report can be organized by filtering or sorting using the column headers. Click into the search box under the column header to filter, or click the column header to sort in ascending/descending order. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1658327954199.png) The **Find/Search Contracts** feature allows users to perform field-level searching and reporting for contracts. This search option is helpful when searching for something such as all of the contracts to which a particular employee is assigned. **View All Contracts in your Contract Insight Application** Click **View All** under **Actions** on the side menu of the **Find/Search Contracts** screen. **![Graphical user interface, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-mmh90sau.png) Field-Level Searching** 1. On the top navigation bar, navigate to **Contracts** > **Find/Search Contracts**. ![Graphical user interface, text, application, chat or text message Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-eiay8aod.png) 2. In the **Find where** drop down menu, select the area to be searched. 3. Depending on the selected field's field type, presented additional options display. - For Drop Down Fields: a second drop down, one from which to select the value for which to search where the field **Equals**, displays. User-defined drop-down field values are also available. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-ztdnltim.png) ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-8kh9o1d4.png) - For Text Entered Fields (such as Text Box, Currency, Integer, Decimal Field Types): enter text into a text box where you can find where the selected field **Is Like**. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-wooex59v.png) - For Date fields: enter/select (using the calendar icon) two dates between which to search the selected field where the **Date is Between**. ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-vtt2kee4.png) **NOTE:** If a **Find Where** field is selected, **View All** cannot be used. Click **Start Over** before clicking **View All**. 4. Click **Search** to display all Contract Records that match the search criteria entered. 5. To start a new search, click **Start Over** (to the right of the **Find Where** drop down menu). ![A screenshot of a computer Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-koe2ev1l.png) The system is also able to maintain filters and sorts on the Contract Find/Search screen. After filtering the grid on the Contract Find/Search screen, the system will retain results when performing a secondary Search Files or Search Notes on the Find/Search Screen. ![Graphical user interface Description automatically generated](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-level-searchingview-all-image-1xweav81.png) To learn more about the Screen Layout(s), watch the video below. [YouTube video player](https://www.youtube.com/embed/rKI75zcZYEM)