Search Screen (AiM)
The search screen contains fields for searching data and creating search results. Personal queries are This article will describe search icons, the quick search field and search qualifiers.
Steps:
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.
The phase search has the most options. |
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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. Whenever creating a new search select reset. AiM often remembers information from your last 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 When sequencing numbers for the display order don't enter 1, 2, 3, 4, 5, etc. It is better to allow space between your numbers 10, 20, 30, 40, etc. in case you want to go back and modify the search by displaying another field. |
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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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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 |
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<= | Less Than OR Equal To |
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>= | More Than OR Equal To |
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<> | Not Equal To |
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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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