Difference between revisions of "Searching for Data in IMSMANG"

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<th style="padding-top: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Quick Reference Guide Topics</td>
 
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[[Creating a User Guide for IMSMA]]<br />
 
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[[Entering Data into IMSMA]]<br />
 
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[[Impact Scoring in IMSMA]]<br />
 
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[[Producing Reports Using IMSMA]]<br />
 
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Data search can be achieved by ''running saved searches'', ''using item filters'' or the ''search engine''.
 
Data search can be achieved by ''running saved searches'', ''using item filters'' or the ''search engine''.
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===Using Item Filters===
 
===Using Item Filters===
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Applying a filter to the list
 
Applying a filter to the list
  
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Changing the columns that display
 
Changing the columns that display
  
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#Click '''Save'''.
 
#Click '''Save'''.
  
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====Search Results window====
 
====Search Results window====
  
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====Printing====
 
====Printing====
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<li>Click [[Image:sfD19.png]].</li>
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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|align="left" style="padding: 5px 10px 5px 10px"| You can also present your search results in a report if you have saved reports. See the ''Producing Reports Quick Reference Guide'' for more information or contact your local system administrator for help.
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====Exporting====
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<li>Select the items to export.</li>
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<li>Click [[Image:ExportTrayIcon.png]].</li>
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[[Image:sfD20.png|500px]]
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<li>Select column headings.</li>
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[[Image:sfD21.png|500px]]
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<li>Open the destination directory on your computer.</li>
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[[Image:sfD22.png|500px]]
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<li>Give a name to your export file and click '''Open'''.</li>
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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|align="left" style="padding: 5px 10px 5px 10px"| Your file is exported in comma separated value (CSV) format.
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<ol start="6">
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<li>Close the Export Progress window.</li>
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[[Image:sfD23.png|500px]]
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<li>Open your exported file in a spreadsheet.</li>
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</ol>
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[[Category:Quick Reference Guide]]

Revision as of 18:23, 12 July 2012

Data search can be achieved by running saved searches, using item filters or the search engine.

An item filter (hazard, hazard reduction, accident, etc.) returns a list of all corresponding items that were entered in IMSMANG. The results list can be sorted out by paring down the filter criteria or by picking other column headings.

The search engine allows for search definitions that correspond to more than one criterion and/or criteria node(s). Search definitions can have linked items (hazard reductions linked to a hazard, victims linked to an accident, etc.). A criterion can be defined by paring down its attributes, operators and values.

Searches defined with the search engine can be saved in the search manager.

Running Saved Searches

  1. Choose Search > Search Manager.
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  1. Select a saved search and click File:SfD02.png.
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Represents a tip or note for using IMSMA Mobile. If the Enter Search Prompt Values window displays, enter the search criteria values in the rows marked with a border and click Run.
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Using Item Filters

  1. Choose Search and then an item filter.
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Applying a filter to the list

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Changing the columns that display

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Represents a tip or note for using IMSMA Mobile. Field Report Audit returns a list of every action taken on data entry forms.
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Using the Search Engine

  1. Choose Search > Search...
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  1. Select a search target.
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  1. Select a search condition.
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Represents a tip or note for using IMSMA Mobile. ANY will retrieve data that correspond to at least one of the defined criterion.

ALL will retrieve data that exactly correspond to all defined criteria.

  1. Define the search criteria.
    1. Click FieldTemplateIcon.png.
    2. Select an attribute from the drop-down list.
    3. Select an operator from the drop-down list.
    4. Enter a value for the attribute.
    5. Click Run to retrieve the search results.
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Represents a tip or note for using IMSMA Mobile. Some attributes have buttons or widgets that you can click to select an option from a list of corresponding values.
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Represents a tip or note for using IMSMA Mobile. To add additional search criteria,
  1. Click FieldTemplateIcon.png.

To add a new condition to a criteria node,

  1. Click ANY/ALL.

To move a search criterion or criteria node,

  1. Select the criterion or node.
  2. Click UpBlueArrow.png to move it up or DownBlueArrow.png to move it down.

To delete a search criterion or criteria node,

  1. Select the criterion or node.
  2. Click EcksButton.png.
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Saving a Search Definition

  1. Enter a name.
  2. Enter a description.
  3. Click Save.
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Represents a tip or note for using IMSMA Mobile. Selecting the Prompt checkbox enables you to select other value options when running saved searches.

Printing and Exporting Search Results

Search Results window

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    • Replacing the item records in the Items pane
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    • Adding the item records to the Items pane
Represents a tip or note for using IMSMA Mobile. On search results, you can also use the filter and the column picker.

Printing

  1. Click File:SfD19.png.
Represents a tip or note for using IMSMA Mobile. You can also present your search results in a report if you have saved reports. See the Producing Reports Quick Reference Guide for more information or contact your local system administrator for help.

Exporting

  1. Select the items to export.
  2. Click File:ExportTrayIcon.png.

    3. 500px

  3. Select column headings.

    4. 500px

  4. Open the destination directory on your computer.

    5. 500px

  5. Give a name to your export file and click Open.
Represents a tip or note for using IMSMA Mobile. Your file is exported in comma separated value (CSV) format.
  1. Close the Export Progress window.

    2. 500px

  2. Open your exported file in a spreadsheet.
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