To Do Search

This page allows you to search for To Do entries using various search criteria, and perform various actions on selected ones. This page includes completed To Do entries in its search results, when applicable with respect to the filter criteria.

Use Menu > To Do > To Do Search to open this page.

Note: Refer to the To Do Management portal for a page that provides many more filters to narrow down the results. In addition, it provides more data in the results and allows the user to adjust the priority of To Do entries.

Note: No restriction by role. This page returns all To Do entries that meet the search criteria, regardless of the To Do entry's role. Using the search, a user may drill into the details of a To Do entry even if the To Do is not assigned to the user. Refer to To Do Entries Reference A Role for more information about roles.

The top half of the page is where you enter the criteria used to search for To Do entries.

CAUTION: Try to be as specific as possible when entering search criteria. Why? Because entering open-ended search criteria may have a severe impact on response times.

The following table describes each of the different search filters.


Search Filter	Description
Related To Do	If you're searching for potentially related entries for a given To Do entry, choose Specific To Do for the Related To Do Filter. Enter the To Do ID. A filter value of Not Applicable defaults.
To Do Type	If you're searching for a To Do entry and you know the value of a To Do Type linked to the To Do entry, choose Specific To Do Type for the To Do Type Filter. Enter the To Do Type. A filter value of All defaults.
Char Type	If you're searching for a To Do entry and you know the value of a characteristic linked to the To Do entry, choose Specific Char Type for the Char Type Filter. Enter the Characteristic Type and Characteristic Value. A filter value of Not Applicable defaults. Only characteristic types that include a characteristic entity of To Do Entry and that have been marked to allow searching by characteristic value are available.
User	Use this search method if you know the Created By User, Assigned To User or Completed By User for the To Do entry. Enter the appropriate User Id. A filter value of Not Applicable defaults.
Date Range	Use this field if you're searching for a To Do entry and know the Date Created or Date Completed. A filter value of Date Created defaults. The Start Date/Time defaults to the current date, 12:00AM and the End Date/Time defaults to the current date, 11:59PM. If you enter a Date Range Filter of All, the system ignores this search method.
Status	Use this search method to restrict the search to To Do entries with a specific status value. You may search for To Do entries in the status of Open, Assigned or Completed. You may also perform a combination search for To Do entries that have a status value of either Open or Assigned. A filter value of All defaults.

Note: The system allows any combination of values. The system does not try to validate your search combinations, even if they do not make sense. For example, if you enter a User Filter value of Completed By User and a Status Filter value of Open, you will not get an error. In this case, the system will find no records that match your criteria (because To Do entries that are Open do not have a Completed By User).

The system shows the total number of To Do entries that satisfy your search results immediately below the grid.

The first group of To Do entries is displayed in the grid at the bottom of the page.

Click the Select All button to select all entries displayed in the grid. Click the Clear All to remove the selections in the grid.
Use the checkbox if you want to perform actions (see below) on specific entries. Only Open or Assigned entries may be selected.

A Comment icon appears if there are comments on the To Do item and a Log Entry icon appears if there is a log entry of type Forwarded, Sent Back or User Details on the To Do item. This column appears if at least one To Do item has either comments or a special log entry. Use either icon to navigate to the To Do entry page.
Entries are sorted by their Priority. Highest in priority are listed first.
Create Date/Time contains the date and time the To Do entry was created by the system. Use the hyperlink to navigate to the To Do entry page.
Click the number of Related entries hyperlink to redisplay this page listing potentially related entries to the current entry.
Last Assigned Date/Time contains the date and time the To Do entry was most recently assigned to a user, if applicable, along with the Assigned To user.
Message contains a description of the To Do entry. If the To Do entry is in the status of Open or Assigned, the message description allows you to drill into the page on which the entry's respective object is displayed. If the To Do type has been configured to associate a script with this To Do entry's message number, then instead of being taken to the respective page, the associated script is launched. Refer to What Happens When You Work A To Do Entry for more information.

Note: Current To Do. Drilling into the page by clicking the Message hyperlink does not automatically assign Open To Do entries to the user (as the To Do List page does when clicking on the Message). But it does treat this as the user's current to do, enabling the functionality in the Current To Do zone. Refer to Working On A To Do for more information.
Status contains the current status of the To Do entry.
Completion Date/Time contains the date and time the To Do entry was completed and the user who completed the entry, if applicable.
To Do Type contains a description of the To Do type for the To Do entry.

Actions

Use the Assign button to assign or reassign the selected entries to a user. Enter a user ID or search for a user using the Assign To User field. By default this field is populated with the current user's ID. Note that the user's current number of assignments is displayed adjacent. Upon successful processing, the selected entries are assigned to the specified user and the status of Open entries becomes Assigned. Additionally, a corresponding log entry is added to each To Do.

Note: You may only assign To Do entries to yourself or to someone else if you are a valid user in the To Do entry's current role.

Note: Only users with Supervisor Assignment access rights may reassign entries that are not currently assigned to them.
Use the Reopen button to unassign the selected entries from their users. Upon successful processing, the selected entries become Open and a corresponding log entry is added to each To Do.

Note: Only users with Supervisor Assignment access rights may unassign entries that are not currently assigned to them and the user must be a valid user in the To Do entry's current role.
Use the Complete button to complete the selected entries.