PeopleSoft Enterprise Portal 9.1 PeopleBook: Resource Finder

Performing Resource Finder Searches

This chapter discusses how to:

Use the Resource Finder pagelet.
Perform advanced Resource Finder searches.

Using the Resource Finder Pagelet

This section provides and overview of the Resource Finder pagelet and discusses how to:

Personalize your Resource Finder pagelet.
Search with the Resource Finder pagelet.

Understanding the Resource Finder Pagelet

Access the Resource Finder pagelet (click the Content link from the menu bar on the homepage, and then select the Resource Finder option in the Personalize Content page).

Find

Select the type of resource that you want to find.

Note. You can access the Resource Finder - Personalize Resource Finder page to define an option that enables you to set up your Resource Finder pagelet and display your most commonly used resource type by default.

Name

Enter text that you want to find as a part of the resource's name.

This search acts only upon the resource's name.

Contains

Enter text that you want to find as a part of a resource's entire profile.

This search acts upon all searchable text in resource profiles.

Search

Click to perform your search and display results on the Resource Finder - Advanced Search page.

Search results may include links to relevant resource profiles. You can also use the Resource Finder - Advanced Search page to perform another search.

Search Tips

Click to access the Resource Finder - Search Tips page, where you view an outline of search techniques that you can use to expand and constrain searches.

Advanced Search

Click to access the Resource Finder - Advanced Search page, where you can perform detailed Resource Finder searches and access relevant participant profiles.

Personalizing Your Resource Finder Pagelet

Access the Resource Finder - Personalize Resource Finder page (EPX_YELLOWPG_PREF) (click the Customize icon on the Resource Finder pagelet).

Use the Resource Finder - Personalize Resource Finder page to personalize your Resource Finder pagelet and Resource Finder - Advanced Search page to display a default participant type for your searches, and set your organization chart and image display options. You can also specify different default participant types and display options for each home page tab on which the Resource Finder pagelet appears in your PeopleSoft Enterprise Portal.

Select a Default Resource Type

Select the Resource Finder resource type that you want to display by default on your Resource Finder pagelet and Resource Finder - Advanced Search page.

For example, if you commonly use Resource Finder searches to search for customers, select the Customer resource type value.

Show Organization Chart

Select to display organization charts when you access participant profiles.

The Show Organization Chart option (on the Configure Organization Charting page) set at the administration level overrides end-user settings defined on this page. If the Show Organization Chart option is clear, selecting this option in this page does not display organization charts for the individual user. In this case, the setting at the administrative level overrides the setting at the end-user level. If the Show Organization Chart option is selected, selecting this option in this page hides organization charts for the individual user. In this case, the setting at the end-user level overrides the setting at the administrative level.

Show Images

Deselect this option to enable the Resource Finder to not display pictures in profiles and icons in organization charts.

You may want to keep this option deselected if your implementation has low bandwidth access considerations.

Performing Advanced Resource Finder Searches

This section discusses how to use the Resource Finder advanced search and describes Resource Finder search tips and details.

Pages Used to Perform Advanced Resource Finder Searches

Page Name	Definition Name	Navigation	Usage
Resource Finder - Advanced Search	EPX_YELLOWPG_SRCH EPX_PRF_SEARCH	Enter search criteria on the Resource Finder pagelet and click the Search button. Click the Advanced Search link on the Resource Finder pagelet. Click the Resource Finder link on the PeopleSoft Enterprise Portal header.	View results for Resource Finder pagelet searches. Perform detailed Resource Finder searches. Access relevant participant profiles.
Resource Finder - Search Tips	EPX_SEARCH_TIPS	Enter search criteria on the Resource Finder pagelet and click the Search button. Click the Search Tips link on the Resource Finder - Advanced Search page.	View an outline of search techniques you can use to expand and constrain searches.

Page Name

Definition Name

Navigation

Usage

Resource Finder - Advanced Search

EPX_YELLOWPG_SRCH

EPX_PRF_SEARCH

Enter search criteria on the Resource Finder pagelet and click the Search button.
Click the Advanced Search link on the Resource Finder pagelet.
Click the Resource Finder link on the PeopleSoft Enterprise Portal header.

View results for Resource Finder pagelet searches. Perform detailed Resource Finder searches. Access relevant participant profiles.

Resource Finder - Search Tips

EPX_SEARCH_TIPS

Enter search criteria on the Resource Finder pagelet and click the Search button.

Click the Search Tips link on the Resource Finder - Advanced Search page.

View an outline of search techniques you can use to expand and constrain searches.

Using the Resource Finder Advanced Search

Access the Resource Finder - Advanced Search page (click the Advanced Search link on the Resource Finder pagelet.)

Enter search criteria to find a resource. Leave all fields blank to return all members of the selected resource type.

Available search parameters are defined on the Define Advanced Search Option page. Available search parameters can also depend on role and user ID filters defined on the Select Search Parameter Attributes - Set Viewer Security page.

See Configuring Advanced Search Parameters.

Name

This resource attribute always appears as a search parameter, regardless of any search parameter display filters that have been configured.

Enter text that you want to find as a part of the resource's name. This search acts upon only the resource's name.

Contains Words

This field always appears as a search parameter.

Enter text that you want to find as a part of a resource's entire profile. This search acts upon all searchable text in resource profiles.

Search Tips

Click to access the Resource Finder - Search Tips page, where you view an outline of search techniques you can use to expand and constrain searches.

If you have accessed this page by carrying out a search from the Resource Finder pagelet, your search criteria are transferred to this page and any resulting matches are displayed in the Search Results section.

Search Results

View the results of your search.

Search result attributes that appear are defined on the Specify Result Attributes page. Available search result attributes can also depend on role and user ID filters defined on the Select Search Parameter Attributes - Check Viewer Security page.

If you have accessed this page by carrying out a search from the Resource Finder pagelet, your search criteria are transferred to this page and any resulting matches are displayed in this section.

Search result attributes may appear as links and perform actions depending on their configurations on the Define Attribute page.

See Configuring Advanced Search Result Attributes, Defining Attributes.

Name

Displays the name of the participant.

This participant attribute always appears as a search result, regardless of any search result display filters that have been configured.

Select the name link to access the participant's profile.

Describing Resource Finder Search Tips and Details

Access the Resource Finder - Search Tips page (enter search criteria on the Resource Finder pagelet and click the Search button; click the Search Tips link on the Resource Finder - Advanced Search page).

In addition to the information provided on this page, consider the following search details:

Resource Finder search results reflect the search engine techniques used to find matches for search parameters.

Resource Finder search engine functionality includes native Verity functionality, including case insensitivity, stemming, and so forth.
For parameterized searches, match requests are always considered to be requests for partial matches.

For example, although an attribute can have multiple values, if any of the values partially match the search criteria, that attribute is considered a match. Matches are always judged on a LIKE keyword% basis. This means that if any value of the designated attribute starts with the keyword, the attribute is considered a match.
The Resource Finder assumes an OR value between any words that you enter in the search parameter fields.

For example, if you enter Cynthia Oldham in the Name field, the Resource Finder provides search results containing any Name values containing the words Cynthia or Oldham.

See Understanding Resource Finder Search Functions.

Find	Select the type of resource that you want to find. Note. You can access the Resource Finder - Personalize Resource Finder page to define an option that enables you to set up your Resource Finder pagelet and display your most commonly used resource type by default.
Name	Enter text that you want to find as a part of the resource's name. This search acts only upon the resource's name.
Contains	Enter text that you want to find as a part of a resource's entire profile. This search acts upon all searchable text in resource profiles.
Search	Click to perform your search and display results on the Resource Finder - Advanced Search page. Search results may include links to relevant resource profiles. You can also use the Resource Finder - Advanced Search page to perform another search.
Search Tips	Click to access the Resource Finder - Search Tips page, where you view an outline of search techniques that you can use to expand and constrain searches.
Advanced Search	Click to access the Resource Finder - Advanced Search page, where you can perform detailed Resource Finder searches and access relevant participant profiles.