Building a Search

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1.Select "Search Search" from the Side Bar.
2.The Search screen will open with a Search construction box at the top of the screen:

 

       searchrev1a

 

3.Select the Module in which the search will be conducted from the drop-down box.  If a search of more than one module is require, select "All Modules". (NOTE: Changing Module type once the search has been constructed will clear the search).
4.Build the search:
i.Select the field to be searched from the drop-down menu in the Field Name box. (HINT: If a date field is selected, the other two fields will be automatically completed with default settings.  These can be amended if required).
ii.Select the appropriate operator to be applied to the search from the drop-down list in the Operator field.
iii.Input the term to be searched for in the Criteria box. (HINT: If a date field is selected in Field Name a calendar is available from the drop-down list).
5.If a refinement of the search is required, add More Rows as appropriate and enter the search criteria as above.
6.Choose whether the results should Match All Criteria or whether the results should Match Any Criteria. (NOTE: Match All Criteria is an AND command, and will return results only for those records where all criteria are met.  Match Any Criteria is an OR command.  Records where any of the criteria are met will be returned).
7.To display the results of the search, click Search Now or the search now icon on the Tool Bar.

 

Example:

 

To find all items which have a Thorough Inspection due date between 1 January 2005 and 30 June 2005, enter the following:

 

1.Ensure "All Modules" is selected in the Module field.

 

       searchrev2

       

2.Select Due Date (T) from the drop-down menu in the Field Name box.
3.Change the criteria in the Operator box to "Is after the".
4.Select the date of 1 January 2005 from the drop-down calendar in the Criteria search box.

 

       searchrev3

       

5.Click to add More Rows.

       

       searchrev4

 

6.Select Due Date (T) from the drop-down menu in the new Field Name box.
7.Leave the criteria in the Operator box set to "Is before the".
8.Select the date of 30 June 2005 from the drop-down calendar in the Criteria box.
9.Ensure Match All Criteria is selected.

 

       built search

       

10.Click Search Now or the search now icon on the Tool Bar to display the results of the search.