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Quick Search

Objective: Gain an understanding of Quick Search and how to effectively use the Quick Search functionality to view or navigate to a specific record.

 

Quick Search is a cross-module search engine that enables users to quickly find and navigate to a specific record.

 

The Quick Search box is located in the top-right corner of the window.

 

Quick Search returns records that exactly match the search terms given by the user.

 

As the user starts typing a search term in the quick search field, the top 10 matching records and their Asset ID, Component Name, Component Network Measure Type, and Component Type will display. Users can then select any of these results to navigate directly to that record.

 

A minimum of 3 characters is required to initiate the Quick Search.

 

The user can also add one of the following prefixes to the quick search to limit the entities being searched.

 

Example: "A:smith" would search all assets for "smith" - e.g. Smith St, Smith Rd etc.

  • FL: functional location

  • A: asset

  • CP: component

  • DOC: document

  • WO: work order

  • WR: work request

 

Alternatively, scrolling down the quick search results and choosing the 'View All Results' option at the bottom of the results list, will take the user directly to a comprehensive Quick Search results page.

 

The "Context" option is available to limit the records being searched (e.g. only the Assets or Work Order module).

 

Quick Search analyses data across a range of entities and fields in the system to return the search results:

Module Fields Used by Quick Search
Assets

  • Asset ID

  • Asset Name

  • External ID

  • Asset Category
Components

  • Component ID

  • Component Name

  • Component Type

  • External ID
Documents

  • Document Label

  • Document Description

  • Document External ID
Functional Locations

  • Functional Location ID L1

  • Functional Location Name L1

  • Functional Location Type
Work Orders

  • Work Order ID

  • Work Order Brief Description

  • Work Order External ID

  • Asset ID

  • Asset Name

  • Asset External ID

  • Reference Number
Work Requests

  • Work Request ID

  • Work Request Brief Description

  • Work Request External ID

  • Asset ID

  • Asset Name

  • Asset External ID

  • Reference #

 

NOTE  For more in-depth and customizable searches, learn about the Advanced Search module.