Revision as of 05:48, 3 October 2017

Using Advanced Search

Search enables you to search across ICM using an extensive search criteria. You may want to search for a specific entity like a request or agreement for several reasons, such as : 

• view its details,
• see its status,
• copy an existing agreement, or
• make changes to it.

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:

• search just for specific entities from their respective pages, such as the Agreements Page or 
• perform an Advanced Search to look for an entity across ICM, as described on this page, or
• retrieving a saved search, as described on this page.

Performing an Advanced Search

Follow these steps to do an advanced search:

1. Click the Search tile on My Dashboard. This opens the Search page.
2. Select the Entities you would like to search for from the drop down. For example, select Requests, Agreements and Clauses. The selected entities are listed in the drop down.
3. Enter your search term in the Refine Search Here field.
4. Select Metadata or Full Text search and hit enter:

• Metadata only searches the attributes
• Full Text searches the actual contents of the documents or records. Use this option when you wish to search PDFs. ICM uses Optical Character Recognition (OCR) to search PDFs so the accuracy of your search heavily depends on the quality and clarity of your scanned documents. Use double-quotes to find a match for your exact phrase, such as "liability insurance".

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 or the status changed, date, among many other options. This filters the results to display only those records that match the selected category.
7. Narrow down further 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:

• APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
•  ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
• APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states

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 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.

Retrieving Saved Searches

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.