When performing a search, you can set the sub-set of data to search using Search drop-down list. The following options are available:
Option |
Description |
All Records |
Search the chart and all unassigned records (orphans). |
Entire Chart |
Search the entire chart. |
Active Sub-chart |
Search only the displayed sub-chart. |
Orphans w/ Mgr |
Search for all unassigned records that have a valid supervisor but are not part of the current chart. |
Orphans w/o Mgr |
Search for all unassigned records that do not have a valid supervisor are therefore not included in the chart. |
All Orphans |
Search all unassigned records. |
Note: Look for the red icon to the left of each orphan record.
To perform a basic search:
1 With the Search panel open, enter the search criteria.
2 Click Search. A list of a search results are returned.
Note: Clicking
the icon for any record will display and select
the corresponding record in the active chart.
To perform an advanced search:
1 With the Search panel open, select the Advanced link.
2 Note: Use the Basic link to return to the basic search mode.
3 Specify the first search criteria by selecting a field, a comparator (contains, =, >, <), and a value.
4 Use the drop-down list to the left of the second search criteria to specify and / or. Specify the second search criteria by selecting a field, a comparator and a value. Repeat for the third and fourth criteria if needed.
5 Click Search. A list of a search results are returned.