Learn how to use common tools and functions in Search pages in uManage.
Using Search Filters
Many pages will include search filters to help you find and work with various stored records, as in the example below.
Drop-Down Search Filter- Click the down arrow to open the drop-down menu and select the search criteria from the menu.
Note- For large lists you can enter all or part of the item you’re searching for by highlighting or deleting the default text and typing in your search criteria.
Contains Search Filter- Enter all or part of a word, name or number (depending on the type of data you are searching) to search all records for that information.
Date Search Filter- Click the Calendar icon to select a date from the drop-down calendar. Use the single arrow to go back or forward one month or use the double arrows to go back or forward three months.
Search Button - Once all necessary fields have been completed, click the Search button to return a list of records that match your criteria.
Clear Button- If you need to perform a new search with different criteria, click the Clear button to remove all previously entered data.
Settings Gear- This icon has a drop down menu that allows for further customization of the Search Fields and returned data Grid.
Grid Setup- This option allows you to customize the information Grid by deleting columns you may not need. This can easily be changed at any time by selecting Reset to Default.
Filters Setup- This allows you to make changes to the Search Filters by deleting filters you don’t use and rearranging filters per your needs.
Remove Filters- right click on the check mark in the upper right corner to delete a filter or to add back a previously deleted filter.
Rearrange Filters- Use the left mouse button to click and drag a filter into place and release the mouse button to drop it.
Run Query- This allows you to run a previously saved search query. A search query is a set of grid columns and filter parameters that can be saved and run later.
Save Query- This allows you to Save a Query.
Step 1. Select Search Query from the drop-down menu.
Step 2. Enter a name for your query in the Search Request window.
Step 3. Click the Save button.
Working with Search Results
After you have completed your search, the program will return a list like the one below. Depending on the type of records you are searching, the heading labels will differ. Now that you have a list of records returned you can sort the information, access additional data in some records, edit or delete records or convert the data into a CSV document.
Sort- To sort the information simply click on the category name at the top of any row. The program default is Ascending order, click again if you want to see records in Descending order.
Access Additional Data- Any field underlined and in blue (as items in the Account column above) can be clicked to open a new window with additional information for that record.
Edit Information- Use the Pencil icon to open the record for editing or viewing.
Delete Records- Use the X icon in the second column from the left to delete a record.
Other Page Functions
The Page Actions drop down menu on the upper right side includes a menu with additional functions. The example below is from the Violations page. Each page will have different options.
Add New Record- Select this option to add a new record for the page you are working with. Selecting this option will open a new window similar to the one below.
Some data entry windows have additional Tabs like the example below. To access a tab simply click on the name and it will open a new window with additional data fields.
Export to CSV- Use this option to export data to a CSV file that can be further sorted and edited for a variety of uses. All records matching the current filters will be exported.
Open Old Page- This option will return the page layout to the standard User Interface.
Records and Page Information
At the bottom of all search pages you will find information for the number of records that were found, how many are currently shown, and tools to allow you to open additional pages or increase the number of records on each page.
At the bottom, on the far right side, you will see the number of records (items) and pages returned. For this example all records are currently viewable on a single page.
If the number of records exceeds a single page (Default is 25 records), you can scroll to the next page by clicking on the arrow to the right of the page number. If you prefer to see all records on a single page, you can increase the page size by clicking on the down arrow to the right of “25”. This will open a drop down list with options to increase the page size.
The page you are currently on.
The arrow that takes you to the next page.
Opens a drop down box to increase page size.
NOTE- Regardless of the number of items viewable, any action applied to ALL records, will affect all records found, not just those viewable on the current page. This also applies when you Export to CSV.