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Select the module under the menu to perform a search. In this example, Work Management is selected. |
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Under the Work Management menu select “phase” by selecting the zoom icon.
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Select “search” |
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Toggle back and forth between Basic Search and Advanced Search. Basic search will not allow you to sequence the phase search.
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The Display Order allows you to sequence the search results and display them in a specific order. In this example, the search is for work orders, phase, phase description, status, and shop. [Display Order 5] Displays the work order number first. Typically all that is needed in a search at the work order level is the work order number. To find the details of the work order scroll down to display phase data. |
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[Display Order 10] Display the phase number. [Display Order 20] Display the phase description. [Display Order 30] Display the status. Select the operator to make the search more meaningful. In this example closed, closing, incomplete, deferred, complete - pending r are excluded by changing the operator to "not in" [Display Order 40] Display the shop. Select the shop desired for the search. In this example electrical is the shop search
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When done select Execute |
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Results Notice the display order is the sequencing that was added to the Display Order fields. |
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Export Under the Action menu, the search can be exported to excel. |
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The phase search has the most options.
Qualifier | Actions | Examples |
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= | Equals To Only open work orders will return in this search |
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> | Greater Than The dates that will return in this search are later than later Feb, 27, 2024 |
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< | Less Than The dates that will return in this search are before Feb, 27, 2024 |  |
<= | Less Than OR Equal To | |
>= | More Than OR Equal To | |
<> | Not Equal To | |
Starts With | The field must start with the data typed This example would return phases that start with Bean Hall |
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End With | The field must start with the data typed This example would return work orders created by user who ends in “Pitts” |
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Null | Do not type in the search field, it must be blank This example would return all the work orders where the problem code wasn’t entered Null means “missing or blank” |
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Not Null | This example would return all the work orders where the problem code was entered |
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In | Allows the user to select multiple values. For this example multiple shops are selected. |
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Not In | Allows the user to exclude multiple values. For this example the selected shops will be excluded from the search results |
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Between | The search results will return work orders within the chosen date range |
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Within | The field must be within the listed timeframe (date fields only) Options: year, month, week, day, hour |
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Newer Than | The field must be within the listed timeframe (date fields only) Options: year, month, week, day, hour Record returned must be more recent than 4 days ago |
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Older Than | The field must be within the listed timeframe (date fields only) Options: year, month, week, day, hour Record returned must be older than 3 weeks ago |
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Last | The field must be within the listed timeframe (date fields only) Options: year, month, week, day, hour Record returned within last the month |
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Next | The field must be within the listed timeframe (date fields only) Options: year, month, week, day, hour Returns records with desired completion date in the next 5 days |
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Column | One of the more powerful operators that compares two different database columns Returns phases where the actual cost has exceeded the estimated cost. Find this in the phases costs: Options: =Column, >Column, >=Column, <Column, <=Column, >=%Column, <=%Column |
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User | Returns all records created by whoever is logged in at the time |
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