Search

The Search page sets the default search mode for each search screen within the application. For each search screen, set whether the Basic or Advanced search options are loaded, and indicate the fields that are displayed on the returned data from the Search results.

The options configured on the System Preferences section are the defaults for all users. Individual users can customize the display by opening the Search option in the My Preferences section, and making the changes there.

Click on the folder to the left of the screen name to open the record. When completed, click on the Save System Default button to save these settings.

Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.

Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.

When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.

The Return to List button brings the user back to the main screen. The user can then select the folder to be set up. Click on the folder to select and open the record.

After selecting the Reset Users button, the following Actions are available for searching and resetting records:

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.

The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.

Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.

Check to the box to the left of each employee name to select it, then click on the Reset Selected button.

The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.

Columns	Determines which columns of information to display in the results set of the Search screen. Also determines the order the columns are displayed and the default sort.
Mode	Determines whether to automatically load the Basic or the Advanced search mode for each screen.