From ICIHelp8.2
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'''Video: Using Advanced Search''' {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-6ca5535e-b6bf-411f-8cd2-cc7966a131b0/xc/SBAXT/v2/embedded?autoplay=true?iframe=true|200|160}} | '''Video: Using Advanced Search''' {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-6ca5535e-b6bf-411f-8cd2-cc7966a131b0/xc/SBAXT/v2/embedded?autoplay=true?iframe=true|200|160}} | ||
</div> | </div> | ||
| − | 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 | + | 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, | *view its details, | ||
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The process for searching any entity is identical. We will use Agreements as an example to understand the process. | The process for searching any entity is identical. We will use Agreements as an example to understand the process. | ||
| − | There are | + | There are two ways to search within ICM. You can: |
| − | *perform an Advanced Search to look for | + | *search just for specific entities from their respective pages, such as the [[Agreements_Page|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 === | |
| − | + | ||
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| − | + | Follow these steps to do an advanced search: | |
| − | + | #Click the '''Search''' tile on [[My_Dashboard|My Dashboard]]. This opens the Search page. | |
| − | + | #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 under the drop down. | |
| − | + | #Enter your search term in the ''Refine Search Here'' field. | |
| − | + | #Select Metadata or Full Text search and hit enter: | |
| − | #Click the ''' | + | <ul style="margin-left: 80px;"> |
| − | # | + | <li>Metadata only searches the attributes</li> |
| − | + | <li>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"''.</li> | |
| − | + | </ul> | |
| − | <li | + | <ol start="5"> |
| + | <li>The results matching your search criteria are displayed on the page.</li> | ||
| + | <li>Narrow down the results and find that one specific record you are looking afte 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.</li> | ||
| + | <li>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|search by wildcards]] to filter the results. For example:</li> | ||
</ol> | </ol> | ||
<ul style="margin-left: 80px;"> | <ul style="margin-left: 80px;"> | ||
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<li>APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states</li> | <li>APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states</li> | ||
</ul> | </ul> | ||
| − | <ol start=" | + | <ol start="8"> |
| − | <li>You can | + | <li>All your defined parameters are displayed above the search results. You can remove any of them individually, to refine the search results.</li> |
| + | <li>Click the '''Save''' icon to save this search. Saving frequently done searches saves you time by not having to to define the search criteria every time. You can open a saved search any time.</li> | ||
</ol> | </ol> | ||
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| − | === Saved Searches === | + | === 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|Saved Searches]] for details on saving a search. | |
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| − | + | ||
| − | Refer to [[Saved_Searches|Saved Searches]] for details on saving a search. | + | |
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| − | === | + | === === |
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| − | '''Related Topics:''' [[Saved_Searches|Saved Searches]] | [[Searching_agreements_and_requests|Searching Agreements and Requests]] | + | '''Related Topics:''' [[Saved_Searches|Saved Searches]] | [[Searching_agreements_and_requests|Searching Agreements and Requests]] | [[Navigating_in_ICM|Navigating in ICM]] |
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Revision as of 18:29, 18 March 2017
Contents
Using Advanced Search
Video: 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.
There are two ways to search within ICM. You can:
- 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:
- Click the Search tile on My Dashboard. This opens the Search page.
- 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 under the drop down.
- Enter your search term in the Refine Search Here field.
- 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".
- The results matching your search criteria are displayed on the page.
- Narrow down the results and find that one specific record you are looking afte 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.
- 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
- All your defined parameters are displayed above the search results. You can remove any of them individually, to refine the search results.
- Click the Save icon to save this search. Saving frequently done searches saves you time by not having to to define the search criteria every time. You can open a saved search any time.
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.
Related Topics: Saved Searches | Searching Agreements and Requests | Navigating in ICM
