Enhanced search

The enhanced search feature searches across different kinds of records in Operations and Regulations from a single location.

The search includes all primary records, such as assets, service requests, work orders, CDR applications, users, employees, contacts, and addresses.

Note: The enhanced search feature is available for multi-tenant sites only.

The Search button is shown in the top right corner of the application window.

Search button

Using enhanced search

To use the enhanced search tool, click Search in the top right corner of the application window.

When you click Search, the Search Results window is shown. The blank Search Results window has a single search field.

When 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.

AI mode

The enhanced search tool includes an optional AI mode that searches using natural language processing. The AI mode can be enabled or disabled so the large language model (LLM) isn't always used to search.

To use the AI mode, turn on the AI Mode switch in the Search Results window.

Note: The AI Mode switch is only shown if GenAI is enabled for your tenant.

Search results

The search results are grouped into categories. The first category, Menus, includes menu items that match the search terms, such as the Create Work Order form.

Note: You can also use form codes to open pages from the Search Results window. When you specify a form code in the search field, the matching page is shown under .

See Form codes.

The categories after Menus 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 the Search Results window to work with the search results.

This table describes the buttons in the Search Results window.


Button	Description
Filter	Used to filter the search results. The Advanced Filter window is shown when you click Filter. 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.
Quick View	Shows summary information about a record, such as the asset, activity, and status of a work order.
Action	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.