Using the Search Panel

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. 0

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.