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User Interface for Advanced Search includes radio buttons for the following search options – Metadata, Full Text andCombined. Metadata is the default value. It helps the user to quickly toggle among these values, instead of opening the drop-down to do so.
Advanced Search provides the flexibility to search across entities by filtering results based on any Attribute combinations. You can further refine your search by selecting either the Contains or Exactly operator from the drop-down to quickly find specific Attributes, instead of searching across all Attributes.
You may want to search for a specific entity like a Request or Agreement for one of the following reasons:
The process for searching any entity is identical. We will use Agreements as an example to understand the process.
You can search in several ways in ICM:
The Advanced Search includes radio buttons for the following search options – Metadata, Full Text and Combined. The Free Text search performs a search across all the Attributes of the Agreement, the user defined Associations and the ICM defined Associations if you perform a Metadata search. If you select the Full Text option, then ICM searches in the indexed document. But, if you select the Combined option then both the Metadata as well as the indexed document are searched. This behavior hasn’t changed.
To perform an advanced search:
1. Click the Search tile on My Dashboard. This opens the Search page.
2. Select the Entity to search for from the drop-down. For example, select Requests, Agreements and Clauses.
3. Select any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. These fields are not case-sensitive, hence characters may be in upper and/or lower case. The following operators are available:
An example where this enhancement may be useful is when a user is searching by Customer, they can choose not to display any customers with Pharma in their Name.
5. Toggle and select one of the following radio buttons to search either the Metadata, Full Text or Combined (combination of both Metadata and Full Text).
5. The results matching your search criteria are displayed on the page.
6. Narrow down the results and find that one specific record you are looking for, using the Categories field. For example, search by Status, Created By, Date and so on. This filters the results to display only those records that match the selected category.
7. You can further refine your search using specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as AND and OR or search by wildcards to filter the results. For example:
8. All your defined parameters are displayed above the search results. You can remove any of them individually, to refine the search results.
9. Click the Filters button to expans the view of the displayed results.
10. Click the Cancel icon on inidividual filters to remove them.
11. Click the expand arrow next to the Clear All button to view all the filters at a time (if there are many filters).
12. Click the Clear All button to remove all the filters at a time.
13. Click the Save icon to save this search. Saving frequently done searches saves you time by not having to define the search criteria every time. You can open a saved search anytime.
You search for Agreements/ Amendments based on the Notes entered by them. You can search for these entities as a Metadata or Combined search of the text entered in the Notes, from the Advanced Search page and within the Notes tab.
To Search an Agreement using Notes:
1. Create an Agreement. For example, ICMAutomationBasicAgreement_659.
2. Navigate to the Notes tab on the Agreement Details page andclick the Add Note icon.
3. Add the note for the Agreement in the Add Note window. For example, Prime Agreement same as previous one dated 27Nov17, only changes in SOW.
4. Click the Add Note button to save your note.
5. Click the Search tile on the Dashboard.
6. Select an Agreement entity on the Search page.
7. Enter the search text from the notes entered in step 3 to find the Agreement. For example, 27Nov17.
8. Select the Metadata radio button.
9. Click the Search icon. ICM lists the Agreement ICMAutomationBasicAgreement_659 based on the notes containing the text entered in the Search field.
Click the Saved Searches drop down and select the desired saved search. This displays the results matching the criteria defined in the saved search. Refer to Saved Searches for details on saving a search.
Each search result displays:
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