Difference between revisions of "Searching for Data in IMSMANG"

From IMSMA Wiki
Jump to: navigation, search
(Version 6.0)
Line 5: Line 5:
 
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''.  
 
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''.
+
Searches defined with the search engine can be ''saved'' in the ''Saved Searches''.
 
}}
 
}}
  
Line 33: Line 33:
 
===Running Saved Searches===__NOEDITSECTION__
 
===Running Saved Searches===__NOEDITSECTION__
 
<ol>
 
<ol>
<li>Choose '''Search''' > '''Search Manager'''.</li>
+
<li>Choose '''Search''' > '''Saved Searches'''.</li>
 
</ol>
 
</ol>
  
Line 55: Line 55:
 
:[[Image:sfD05.png|500px]]
 
:[[Image:sfD05.png|500px]]
  
Applying a filter to the list
+
Applying a filter to the list:
  
 
:[[Image:sfD06.png|500px]]
 
:[[Image:sfD06.png|500px]]
  
Changing the columns that display
+
Changing the columns that display:
  
 
:[[Image:sfD07.png|500px]]
 
:[[Image:sfD07.png|500px]]
Line 73: Line 73:
  
 
<ol>
 
<ol>
<li>Choose '''Search''' > '''Search'''...</li>
+
<li>Choose '''Search''' > '''Advanced Search'''...</li>
 
</ol>
 
</ol>
  
Line 121: Line 121:
 
[[Image:sfD15.png|500px]]
 
[[Image:sfD15.png|500px]]
 
}}
 
}}
 +
 +
{{note| Selecting the ''Prompt'' checkbox enables you to select other value options when running saved searches.}}
  
 
===Saving a Search Definition===__NOEDITSECTION__
 
===Saving a Search Definition===__NOEDITSECTION__
Line 129: Line 131:
 
:[[Image:sfD16.png|500px]]
 
:[[Image:sfD16.png|500px]]
  
{{note| Selecting the ''Prompt'' checkbox enables you to select other value options when running saved searches.}}
 
  
 
===Printing and Exporting Search Results===__NOEDITSECTION__
 
===Printing and Exporting Search Results===__NOEDITSECTION__
Line 142: Line 143:
 
:[[Image:sfD18.png|500px]]
 
:[[Image:sfD18.png|500px]]
  
<ol>
 
*Adding the item records to the Items pane
 
</ol>
 
 
:[[Image:sfD19.png|500px]]
 
  
 
{{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.}}
Line 155: Line 151:
 
</ol>
 
</ol>
  
{{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 IMSMA administrator for help.}}
+
{{note| You can also present your search results in a report if you have saved reports. See the [[Producing Reports Using IMSMANG]] for more information or contact your IMSMA administrator for help.}}
  
 
====Exporting====__NOEDITSECTION__
 
====Exporting====__NOEDITSECTION__
Line 172: Line 168:
 
[[Image:sfD22.png|500px]]
 
[[Image:sfD22.png|500px]]
  
<li>Give a name to your export file and click '''Open'''.</li>
+
<li>Give a name to your export file and click '''Save'''.</li>
 
</ol>
 
</ol>
  

Revision as of 16:36, 23 January 2014

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 Saved Searches.


Running Saved Searches

  1. Choose Search > Saved Searches.
500px
  1. Select a saved search and click File:SfD02.png.
500px
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.
500px

Using Item Filters

  1. Choose Search and then an item filter.
500px

Applying a filter to the list:

500px

Changing the columns that display:

500px
500px
Note.jpg Data Entry Form Audit returns a list of every action taken on data entry forms.

500px

Using the Search Engine

  1. Choose Search > Advanced Search...
500px
  1. Select a search target.
500px
  1. Select a search condition.
500px
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.
500px
Note.jpg Some attributes have buttons or widgets that you can click to select an option from a list of corresponding values.

500px

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.

500px

Note.jpg Selecting the Prompt checkbox enables you to select other value options when running saved searches.

Saving a Search Definition

  1. Enter a name.
  2. Enter a description.
  3. Click Save.
500px


Printing and Exporting Search Results

Search Results window

500px
    • Replacing the item records in the Items pane
500px


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 Using IMSMANG for more information or contact your IMSMA administrator for help.

Exporting

  1. Select the items to export.
  2. Click File:ExportReportIcon.png.
  3. 500px

  4. Select column headings.
  5. 500px

  6. Open the destination directory on your computer.
  7. 500px

  8. Give a name to your export file and click Save.
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.