Using Search, Advanced Search, and Saved Search
EnterpriseTrack allows you to filter your resource list in multiple ways. You can search for a specific name, view all last names beginning with a particular letter or filter by other criteria using the sophisticated filtering engine.
Searching for a Resource
To search for a specific name, enter the appropriate letter in the Last Name Starts with field and click the Go icon. You will see a list of resources matching the search criteria you entered.
Modifying Advanced Search
To modify the advanced search setting:
- Click the Advanced Search link.
- On the Advanced Search page, enter the appropriate values, check the appropriate boxes or choose from the pull-down menus.
- You can view the current search criteria by clicking the Show Current Search Criteria field.
- Enter your selection criteria in the relevant fields. In most systems, you will be able to filter by Initiative, title, location or work address and organizational unit.
- Click the Search button to apply the search and return to the list of projects.
Note: When you choose to include the documents field in the keyword definition, the system will search through the text of the uploaded project documents.
Managing Saved Search Criteria
To save a new search:
- From the Manage pull-down menu select Create.
- Enter a new name in the Filter name field and enter a description.
- Select if you want to make this the default search.
- Select if you want to share this search with other users.
- Specify the appropriate values, check the appropriate boxes or choose from the pull-down menus.
- Click the Save Search button.
To edit an existing search:
- From the Saved Search: View menu select the search you want to edit.
- From the Manage pull-down menu select Edit.
- Select the search you want to modify from the Load a Saved Search pull-down menu.
- Make the required changes in the various fields used to specify the search criteria.
- Click the Save Search button.
To delete an existing search:
- From the Saved Search: View menu select the search you want to delete.
- From the Manage pull-down menu select Edit.
- Click the Delete Search button.
Note: Only user-defined searches can be deleted.
To reset filters to default values:
From the Advanced search page, click the Reset Filter button.
Managing Resources
Adding Resources
Editing Resources
Managing Certifications
Managing Assets
Changing Passwords
Deleting Resources