Using Search

Article Links Introduction | Using Search | Advanced Search Filters | 

SEARCH - INTRODUCTION

All managed screens contain a search feature to help locate desired records quickly.  Searches are conducted on any manage screen.  For example, Users, Teams, Departments, Sites, Regions, Groups, Surveys, Tasklists, Classes, Files, Repositories, Assignments, Activities, Requirements, Qualifications, Electives, Authorizations, Completions, Contacts, or Places.

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 USING SEARCH

Follow these steps to use search:

1. Navigate to any Manage screen.
2. Click the Search button located in the button bar at the top of the screen.
3. Enter all or part of the name of the item to perform the search on.
4. Click the Go button.
5. The table will display all matching results that contain all or part of the text entered.
6. If you don't get a match, refer to the Advanced Filters article below to perform an specific search.

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ADVANCED SEARCH FILTERS 

When you click on the Search button on any manage screen filter fields appear below each column header.  Follow the steps below to perform a more specific search based on the text entered in a specific column:

1. Navigate to any Manage screen.
2. Click the Search button.
3. Blank fields will appear below some or all of the text headers.
4. Enter all or part of the name of the item to perform the search on.
5. The table will display all matching results that contain all or part of the text entered in that column text field.

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