Document Search Criteria
Search options for the Filter and Favorite fields are described in the following table.
| Table 7-2 Document Filter and Favorite Search Criteria | |
| Field | Entering Tips and Notes |
| Document ID | Entering PR will bring up all documents that start with the letters “PR”. Entering *PR will find all document that have “PR” anywhere in the document ID. |
| Title | Entering information in this field will assume wildcard and pull any document that meets the entered criteria. |
| Description/Purpose | Entering information in this field will assume wildcard and pull any document that meets the entered criteria. |
| Workflow Status | Select from the drop-down list. |
| Job | Select from the multi select drop-down list. If Application Options is set for NO for Preloading jobs, (UI:EDIT_LIST:PRELOAD_OBJECTS:20201) then you will be able to use the relationship grid for searching. |
| Location | Select from the drop-down list. |
| Department | Select from the drop-down list or use the select button. [Refer to the Application Options, described in List of Available Application Options to determine if the department is preloaded (drop-down list) or a select button.] |
| Review Group | Select from the drop-down list or use the select button. [Refer to the Application Options, described in List of Available Application Options to determine if the department is preloaded (drop-down list) or a select button.] |
| Current Revision Level | This is an exact match. |
| Document Type | Select from the drop-down list. |
| Miscellaneous | Select from the drop-down list. This field is a system free-use field that is set up on the Drop Down List page and is called DocMiscellaneous . |
| Active | If Yes, will pull all documents with the Active flag checked. If No, will pull all documents with the Active flag unchecked. If blank, will pull both active and inactive documents. |
| In Revision | If Yes, will pull only documents that are in some stage of the review cycle. |
| From (and Including) Initial Issue Date | From and To dates will pull information from the initial issue date of the document. |
| To (and Including) Initial Issue Date | See above. |
| From (and Including) Last Revision Date | From and To dates will pull information from the Last Revision Date located in the document table. |
| To (and Including) Last Revision Date | See above. |
| Next Review Date (on Or Before) | Pulls all documents that are on or before the date entered for the next review date of the document. |
| Proactive Reviewer/Document Owner | Pulls all documents that have been assigned to the selected proactive reviewer. |
| Default Training Type | Pulls all documents based on the Default Training Type entered on the document record. |
| Content | Entering information in this field will search inside the Word documents. You are able to use the “and” and “or” parameters for pulling information. This function currently works only for documents published in Word. |
| Search All Free Form Fields | Assume wildcard search for ALL free form text fields below: ·Document ID ·Title ·Description ·All Free Use fields |
| Any Free Use Fields | This is the specific list of free use fields, and assumes wildcards. These fields are approximately 255 characters in length. |