Utilize the Search Interface

The Search Interface allows users to develop custom queries and filters don all areas of the Governance Portal. Individuals can establish and save their own default search criteria to automatically display information based on their preferences. Users can quickly access the listed objects via hyperlinks in the search results, and results data can be exported to external applications such as MS Excel. These queries can be saved for repeated usage, and are key project management tools. You can also save the search in My Favorites for quick and easy access.

Note: With the exception of the Admin Search (which returns results for all data in the Governance Portal), the data returned by searches in the Governance Portal is limited by the roles of the user submitting the search. Users will only see data returned that he/she has permission to view.

The Search Interface offers an abundance of features that makes searching fast, easy and dynamic, including:

• A folder structure that allows you to organize searches and institute role-based security for a group of searches.
• The ability to filter columns in your search criteria by object and fields.
• View definitions allow you to define the information used in the search criteria, enabling you to scale down the number of fields and create sets of information based on your role.
• Searches can be scheduled on a periodic basis and store results, which allows the user to view the results after the search has been executed, resulting in faster performance.
• The ability to quickly group and filter search results from the search results screen.
• The @Today filter allows you to filter the search results on the basis of current date.
• Data Truncate notification message will display if the number of search results on a page equals or exceeds the maximum number of records to be displayed as set in the Properties in Edit Search criteria.
• The user will receive a notification when they attempt to move the last present role from Selected Roles to Available Roles, which indicates that at least one role is present in Selected Roles at all times.