Searching for a Document
Searching for a document is done by first clicking the doc search button from the toolbar of any KC screen (located to the right of the action list button). Search criteria fields allow you to select and/or enter criteria and then click a search button to produce a results table. From the results table, you are able to click a link to directly open the document you were searching for.
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This only covers how to perform a Basic Search. For more detailed information about advanced search features, search result table “drill-down” action options, Detailed Searches and Superuser Searches, see “Doc Search” on page 78 in Overview. |
Figure 76 Basic Search Criteria Fields
Table 19 Basic Search Criteria Field Definition
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Search Field |
Description |
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Document Type |
Use the lookup function to find and select by returning a value for the type of e-doc you want to search for.
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Initiator Network Id |
Enter the User ID of the user who initiated the
document or select it from the lookup |
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Document Id |
Enter the unique identification number assigned by the
system to the document or select it from the lookup |
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Date Created |
Enter the date in mm/dd/yyyy format or select it
using the date selector by clicking on the calendar icon |
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Name this search |
Enter a textual name for the search if you want to save the search criteria for future use. All saved searches are available from the Named Searches list at the top of the document search screen. |
Your selection here may cause
additional search criteria fields to appear (for example, if you select
Proposal document, the role fields appear for Aggregator, Budget Creator,
Narrative Writer, Viewer & Approver.
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to specify the range of
document creation dates to search. You may select the From date only, or
the To date only, or both.
To search for an
e-doc:
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1. |
Click doc search from the top, left of any KC screen. |
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The workflow Document Search screen appears:
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2. |
Enter and/or select search criteria in the Search for a Document section of the screen as desired. |
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3. |
Click search. |
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The results of your search are displayed in a table that appears below the criteria section of the screen:
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End of activity. |
4. |
Click on an underlined link appearing in the Document Id column of the search result table to access (open) the document. |
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Wildcard * Use: The use of asterisks in the search criteria allows you to perform pattern matching. If you want to search for documents containing a string of characters in the alphanumeric fields such as the document title, you may enter a character string in the search criteria accompanied by asterisks. For example, enter ‘*test’ to search for a document title that ends with the word ‘test.’ Enter ‘test*’ to search for a document title that begins with the word ‘test.’ Enter ‘*test*’ to search for a document title that has the word ‘test’ somewhere in the document title. |
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Detailed Wildcard Usage Instructions: For more information about using wildcards, see “ Searching With Wildcards” on page 84. |