Using enhanced search
When you click Search Records window is shown. The blank Search Records window has a single search field.
, theWhen you start typing in the search field, records that match the search terms are shown below it. The enhanced search tool uses a fuzzy search, and not all fields in all records are included in the search. You can improve your search results by entering more information in the search field.
The search results are grouped into categories. The first category, Create Work Order form.
, includes menu items that match the search terms, such as theThe categories after Search Records window to work with the search results.
group the search results based on the record types, such as assets, employees, service requests, and building permits. You can click an item in the results list to open it, or you can use the buttons in theThis table describes the buttons in the Search Records window.
Button | Description |
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Used to filter the search results. The Advanced Filter window is shown when you click . You can filter the results by record type, last updated date, the employee who last changed the record, or the employee the record is assigned to. |
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Shows summary information about a record, such as the asset, activity, and status of a work order. | |
Used to perform actions on a record. The options in the action menu depend on the record type. For example, the action menu for an asset includes options such as creating an asset inspection, creating a work order, or submitting a service request. |