Difference between revisions of "Searching for Data in IMSMANG"

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(Using the Search Engine)
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===Running Saved Searches===
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===Running Saved Searches===__NOEDITSECTION__
 
<ol>
 
<ol>
 
<li>Choose '''Search''' > '''Search Manager'''.</li>
 
<li>Choose '''Search''' > '''Search Manager'''.</li>
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:[[Image:sfD04.png|500px]]
 
:[[Image:sfD04.png|500px]]
  
===Using Item Filters===
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===Using Item Filters===__NOEDITSECTION__
 
<ol>
 
<ol>
 
<li>Choose '''Search''' and then an item filter.</li>
 
<li>Choose '''Search''' and then an item filter.</li>
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===Using the Search Engine===
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===Using the Search Engine===__NOEDITSECTION__
  
 
<ol>
 
<ol>
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===Saving a Search Definition===
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===Saving a Search Definition===__NOEDITSECTION__
 
#Enter a name.
 
#Enter a name.
 
#Enter a description.
 
#Enter a description.
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{{note| Selecting the ''Prompt'' checkbox enables you to select other value options when running saved searches.}}
 
{{note| Selecting the ''Prompt'' checkbox enables you to select other value options when running saved searches.}}
  
===Printing and Exporting Search Results===
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===Printing and Exporting Search Results===__NOEDITSECTION__
====Search Results window====
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====Search Results window====__NOEDITSECTION__
  
 
:[[Image:sfD17.png|500px]]
 
:[[Image:sfD17.png|500px]]
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{{note| On search results, you can also use the filter and the column picker.}}
 
{{note| On search results, you can also use the filter and the column picker.}}
  
====Printing====
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====Printing====__NOEDITSECTION__
 
<ol>
 
<ol>
 
<li>Click [[Image:Print.png]].</li>
 
<li>Click [[Image:Print.png]].</li>
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{{note| 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.}}
 
{{note| 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====
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====Exporting====__NOEDITSECTION__
 
<ol>
 
<ol>
 
<li>Select the items to export.</li>
 
<li>Select the items to export.</li>

Revision as of 10:16, 8 July 2013

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

An item filter (land, activity, 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 (activities linked to a land, 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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Note.jpg 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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Note.jpg Data Entry Form 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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Note.jpg OR will retrieve data that correspond to at least one of the defined criterion.

AND 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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Note.jpg Some attributes have buttons or widgets that you can click to select an option from a list of corresponding values.

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Note.jpg

To add additional search criteria, click FieldTemplateIcon.png. To add a new condition to a criteria node, click OR/AND.

To move a search criterion or criteria node, select the criterion or node and click UpBlueArrow.png to move it up or DownBlueArrow.png to move it down.

To delete a search criterion or criteria node, select the criterion or node and 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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Note.jpg 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
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Note.jpg On search results, you can also use the filter and the column picker.

Printing

  1. Click Print.png.
Note.jpg 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:ExportReportIcon.png.
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  4. Select column headings.
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  6. Open the destination directory on your computer.
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  8. Give a name to your export file and click Open.
Note.jpg Your file is exported in comma separated value (CSV) format.
  1. Close the Export Progress window.
  2. File:SfD23.png

  3. Open your exported file in a spreadsheet.