Use the Search

To search for an entity:

• Select the type of entity from the drop-down list adjacent to the search bar.

You can set an entity to be the default by clicking the Set as default search button after selecting the relevant entity.

Note: You can also select whether to include archived entities or Attribute fields by selecting or deselecting the Include Archived and Include Attributes options.

• Click on Search.

• Check that results are displayed in the Search results panel.

A Windows notification is also displayed when the search is complete

You can perform an advanced search by clicking the Advanced Search button.

Note: The Advanced Search is only available for certain searches for example: Site

Note: The Advanced Search will be disabled if Advanced Search is not available.

• Click on Advanced Search.

The Advanced Search pop-up will appear.

The fields on the Advanced Search are described in the following table.

This field	Holds this information...
Archived Only	When selected archived records only are included in the returned search.
Column	Lists all available columns for the search.
Criteria	A free format field for the Search Criteria.
Filter	Lists all available filters for the search.
Include Archived	When selected archived records are included in the returned search.
Include Attributes	When selected attribute records are included in the returned search.

• Click on the Add button to create an additional search.

• Check that additional search field has been created.

Note: Up to 5 columns can be selected to add filter criteria against.

Note: Only 100 results will be returned and a message will be displayed if the search criteria could be refined more due to over 100 results possible from the criteria entered.

• Check that Include Archived, Include Attributes, and Archived Only searches can be performed for an Advanced Search.

• Check that the results are displayed in the Search results panel.

A Windows notification is also displayed when the search is complete.

• Click on the Search button.

• Check that the results are displayed in the Search results panel.

A Windows notification is also displayed when the search is complete

• Use the filter fields at the top of the search results panel to narrow the search results, if required.

Alternatively, double-click a record to open it.