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Home > Basic Operations > Quick Find/Quick Add Function
Quick Find/Quick Add Function
The system will enable a Quick Find/Quick Add function when building relationship grids and searching for documents. Currently, the Quick Find/Quick Add function is applied to the following areas:
- Document Search ID
- Document Search Title
- User Search Last Name
- User Search First Name
- Relationship Grids for:
- Location List Detail – Documents
- Department List Detail – Manager, Member, and Documents
- Review Group List Detail – Approvers, Members, and Documents
- Permission Group List Detail – General/Members
- Job List Detail – Job Requirements and Job Plan
- Distribution List Detail – Documents
- Standalone Notification – Documents
- User List Detail – Training, Job Planning Permission Group, Review Groups, and Departments.
- Training Search – Documents and Users
- Signature Search – Documents and Users
- Activity Search – Documents and Users
- Proactive Review – Documents and Proactive/Reviewer/Document Owner
- Document Search – Proactive/Reviewer/Document Owner
- Document Search – Default Trainer
- Review Group Detail – Administrator
- Quiz Module – Job and Document Base
As you begin to type, after a brief pause, the system will begin to display field matches. You can simply click the down arrow key to make your selection. Pressing the Enter key will add your selection to the selection grid.
NOTE: On some Quick Finds, when typing, only individuals who are defined in the fields will display. For example: If an individual has not approved a document, their name will not appear when typing in the USER NAME field during a signature search.
