Searching for a Record

When you select a menu option, many screens open to a Search page. Here you can search for a record or records that meet the filter criteria you enter.

To search for a record, complete the following steps:

1. Enter search criteria in the available fields, and click Search.

   Tip: To display additional fields, if available, select Advanced search mode from the Actions area on the left.

   The search is not case sensitive, but you can use regular expressions to further expand or limit the search results.

   A list of records appears, sorted in order by the columns displayed. Click a column label to sort the record alphanumerically by that column.

   

   Results are grouped in sets of 10 pages, with the ability to navigate between individual pages or sets. When the number of records exceeds the maximum configured to appear on the screen, additional record navigation options appear above the results.

2. Select the record(s) you want to open.

   Tip: To select or de-select all records in your search results, click the column label check box.

3. Optional. Run additional searches with different criteria options to add to your search results. Select the additional records you want to open.
4. To open the selected records, click the folder to the left of a record.

   When you have multiple records open, you can move between them using the left and right arrows in the Navigator section of the left pane.