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| − | =Using Advanced Search= | + | = <font face="Segoe UI">Using Advanced Search</font> = |
| − | 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: | + | <font face="Segoe UI">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 [[Managing Team Members]] : </font> |
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| − | + | *<font face="Segoe UI">view its details,</font> | |
| + | *<font face="Segoe UI">see its status,</font> | ||
| + | *<font face="Segoe UI">copy an existing agreement, or</font> | ||
| + | *<font face="Segoe UI">make changes to it.</font> | ||
| − | + | <font face="Segoe UI">The process for searching any entity is identical. We will use Agreements as an example to understand the process.</font> | |
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| − | + | ||
| + | <font face="Segoe UI">There are several methods to search within ICM. You can:</font> | ||
| − | + | *<font face="Segoe UI">perform an [[Advanced_Search|Advanced Search]] to look for any entity across ICM, or</font> | |
| − | + | *<font face="Segoe UI">you can search just for Agreements from the [[Agreements_Page|Agreements Page]].</font> | |
| − | + | ||
| − | + | ||
| + | <font face="Segoe UI">You can find the specific agreement you are looking for from the Agreements Page using one of these 3 methods:</font> | ||
| − | = | + | *<font face="Segoe UI">Category Search</font> |
| + | *<font face="Segoe UI">Saved Searches</font> | ||
| + | *<font face="Segoe UI">Searches pinned as Favorites</font> | ||
| − | + | | |
| − | + | === <font face="Segoe UI">Category Search</font> === | |
| − | + | <font face="Segoe UI">Follow these steps to search for agreements using the Category drop down:</font> | |
| − | + | <font face="Segoe UI">1. Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements.</font> | |
| − | + | <font face="Segoe UI">2. Use the '''Categories''' drop down to narrow down the agreements and find the exact one you are looking for. For example, search by status, created by or the status changed date, among many other options. This displays all the options that match the selected category.</font> | |
| − | + | <font face="Segoe UI">3. Select the desired criteria by placing a check mark in the boxes next to that option. Only the agreements matching this specified criteria are displayed.</font> | |
| − | + | <font face="Segoe UI">[[File:Search agreement 2.png|RTENOTITLE]]</font><br/> | |
| − | + | ||
| − | + | ||
| − | + | <font face="Segoe UI">4. Narrow your search further by typing specific keywords in the '''Custom Keyword''' field and then click '''Apply'''. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:</font> | |
| − | + | *<font face="Segoe UI">APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states</font> | |
| + | *<font face="Segoe UI"> ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states</font> | ||
| + | *<font face="Segoe UI">APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states</font> | ||
| + | <font face="Segoe UI">5. You can also type free text in the '''Refine Search Here...''' search box. A list of relevant agreements are displayed.</font> | ||
| + | <font face="Segoe UI">[[File:Search agreement3.png|RTENOTITLE]]</font><br/> | ||
| − | + | | |
| − | + | === <font face="Segoe UI">Saved Searches</font> === | |
| − | + | <font face="Segoe UI">Follow these steps to use your saved searches:</font> | |
| − | + | <font face="Segoe UI">1. Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements.</font> | |
| − | Refer to [[ | + | <font face="Segoe UI">2. Click the '''Saved Searches''' drop down and select the desired saved search. Refer to [[Advanced_Search|Advanced Search]] for details on saving a search. This displays the agreements matching the criteria defined in the saved search.</font> |
| + | <font face="Segoe UI">Refer to [[Saved_Searches|Saved Searches]] for details on saving a search.</font> | ||
| + | | ||
| − | ===Searches pinned as Favorites=== | + | === <font face="Segoe UI">Searches pinned as Favorites</font> === |
| − | Follow these steps to search using a favorite search:< | + | <font face="Segoe UI">Follow these steps to search using a favorite search:</font> |
| − | 1. Click the '''Agreement Management''' tile on [[My Dashboard]]. This opens the [[Agreements Page]] displaying all the existing agreements. | + | <font face="Segoe UI">1. Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements.</font> |
| − | 2. Click one of the searches defined as a favorite, just below the feature tiles. Refer to [[Advanced Search]] for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search. | + | <font face="Segoe UI">2. Click one of the searches defined as a favorite, just below the feature tiles. Refer to [[Advanced_Search|Advanced Search]] for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search.</font> |
| − | [[File: | + | <font face="Segoe UI">[[File:Favorite icon.jpg|RTENOTITLE]]</font> |
| − | + | | |
Revision as of 04:43, 4 March 2017
Contents
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 Managing Team Members :
- 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 several methods to search within ICM. You can:
- perform an Advanced Search to look for any entity across ICM, or
- you can search just for Agreements from the Agreements Page.
You can find the specific agreement you are looking for from the Agreements Page using one of these 3 methods:
- Category Search
- Saved Searches
- Searches pinned as Favorites
Category Search
Follow these steps to search for agreements using the Category drop down:
1. Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
2. Use the Categories drop down to narrow down the agreements and find the exact one you are looking for. For example, search by status, created by or the status changed date, among many other options. This displays all the options that match the selected category.
3. Select the desired criteria by placing a check mark in the boxes next to that option. Only the agreements matching this specified criteria are displayed.
4. Narrow your search further by typing specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as 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
5. You can also type free text in the Refine Search Here... search box. A list of relevant agreements are displayed.
Saved Searches
Follow these steps to use your saved searches:
1. Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
2. Click the Saved Searches drop down and select the desired saved search. Refer to Advanced Search for details on saving a search. This displays the agreements matching the criteria defined in the saved search.
Refer to Saved Searches for details on saving a search.
Searches pinned as Favorites
Follow these steps to search using a favorite search:
1. Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
2. Click one of the searches defined as a favorite, just below the feature tiles. Refer to Advanced Search for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search.
