Search and find objects

You can search for different objects in WRENCH from the global menu. With this advanced search engine you can search and retrieve objects instantly.  Searches are fast and results are returned instantly. 

Following are the highlights of the advanced and robust search engine.

The main topics related to  search  operations can be accessed using this navigation table.

Navigation Table

To

See

Open the search window 

Opening the search window

Understand the search window

Navigating through the search window

Carry out a quick search operation

Carrying out a quick search operation

Carry out a global search

Global Search

Search for documents

Searching for documents

Search for tasks

Searching for tasks

Search for transmittals

Searching for transmittals

Search for submittals

Searching for submittals

Search for packages

Searching for packages

View the Search results

Viewing search results

Carry out an advanced search

Searching using additional properties

Save search criteria

Saving search criteria

Customise search results grid

Customising search results grid

Manage a saved search criteria

Managing saved search

Filter search properties

Filtering search properties

View Recent Searches

Recent Searches

Carry out Additional Operations

Additional operations from document search window

Opening the search window

Search window is opened from the global menu.

To open search window

Navigating through the search window

In the search window, a drop-down is provided to select an object. Each type of search is carried out by selecting the object from the Search drop-down list.. By default the object Documents is selected. You can enter a document number or description and carry out a search operation.

Carrying out a quick  search operation

You can carry out a quick search operation and retrieve documents, tasks, submittals, transmittals or packages.

To carry out a quick search

Viewing search results

Once you carry out a search operation search results are displayed in the grid. Different properties of the object are listed down as columns in the grid. Latest search criteria are displayed in the criteria box at the top of the search results page.

Figure: Search Results

  1. Click the hyperlink in a search result to display the details related to the search result. 

Searching using additional properties

Search results can be further filtered using additional search criteria. A large number of properties can be used as search criteria. You can select the document properties based on which the search results are to be filtered.

To search using additional properties

Exporting search results

Search results displayed in a page can be exported to an MS Excel sheet.

To export search results

Saving Search Criteria

Once an advanced search operation is carried out, the search criteria used for this operation can be saved and the saved search criteria can be used later.

To save search criteria

Customising the search results grid

The columns that are displayed in the search results grid can be customised. You can include columns that you need or remove columns that are irrelevant. This means you can choose the columns that are to be displayed in the search results grid.

To choose columns

Operations on saved search

The following operation can be carried out on saved searches.

Manage Search

Publish Search

Managing saved search

Properties of a saved search can be managed using this option. Here you can make a saved search  visible or hidden, remove a saved search and rename a saved search.

To manage saved searches

Publishing a saved search

A saved search can be published to a user group. Only Adminstrator or Admin user can carry out this operation.

To publish a saved search

Filtering search properties

When you select additional search criteria a long list of search criteria is displayed. You can filter the search criteria from this list.

For Example: You are carrying out a search operation and would like to search and retrieve files that are checked out by a specific user. Hence you want to include the property Checked out by in the search criteria. For this enter C in the Search box on the top of the list of search properties.

 

Figure: Filtering Search Properties

Recent Searches

Occasionally, user would like to perform the same search which was carried out recently. A list of basic and advanced keyword searches carried out will be listed in the recent search list. Recent ten searches will be listed. Search criteria used to carry out the search operation will be displayed here. On clicking the advance search criteria displayed in the list, search operation is carried out and results are displayed.

Additional Operations from document search results window

A document can be selected and the following document operations can be carried out from the search results window.

To carry out different operations

  1. In the search results window click the More button. The following menu is displayed.

Figure: Operations from search result window

  1. In the menu click Assign Workflow to assign a workflow to the document.
  2. Click Send to send the document through a workflow.
  3. Click Create Link to generate a link to access the document.
  4. Click Download Attachments to download the attachments linked to the selected  document. On clicking download attachments, Document Attachments window is displayed. Select the checkbox next to the document that is to be downloaded and click the option Download.

For more information refer the topic Smart Folders>>Working from Document Smart Folders.