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Search and Report

This section will discuss the different ways to Search and Report for Auditor

Using the will open a search window for the User to have the ability to look for risk assessments in any status. The search icon is available on any page in KMS.

When the User first clicks the search icon a window will be displayed with tabs for each module. The User will select the module to search.

The Auditor tab, when the user clicks search, will load all of the Audits. The user can either filter by using the Advanced Search or by the filtering operations offered in each column header. The columns include filters such as:

  • Is equal to
  • Is not equal to
  • Starts with
  • Contains
  • Does not contain
  • Ends with

A logical operator (as found in Microsoft Excel) of:

  • And
  • Or

Example of Column Filtering​

If the user is looking for a keyword in a title the Search may to like the following:

Contains Hose AND Contains Connection

The User will Click on the Filter button and the results will be displayed.

The user can Click on the Advanced Search to further narrow or expand the results. Fields available to search are:

  • Audit Sponsor -
  • Date Range Type - Will be either the Initiation Date, Draft Report Date or the Final Report Date
  • Date Range From
  • Date Range To
  • Audit Ranking - Is the ranking from the Audit Ranking Matrix
  • Department
  • Prefix - The unique ID associated to the audit
  • Executive Summary - This is a keyword field
  • Must Do - This field is for an Audit that has been deemed a higher priority than the ranking
  • Confidential
  • Include Closed Records
  • Past Due
  • Include Child Locations

Click on Search after criteria selections are made. The results will be returned in the grid below the Advanced Search.

By checking the box Include Closed Records, the search will take longer for results to be returned.

Saved Searches​

Each user can Save their own searches. These searches cannot be shared or made public. These searches are for the individual user.

To create a Saved Search do the following:

  1. Click the Search icon
  2. Enter the search criteria in the Advanced Search
  3. Filter the Advanced Search to narrow down the search
  4. Click Search located at the upper right above the Advanced Search
  5. The Results will be returned in the grid
  6. Click the Save Search button located to the upper left next to the export icons.
  7. Enter the Name of the Search
  8. Click OK

To open the saved search, the user will:

  1. Click on Saved Searches located to the left of Administration
  2. Select Auditor and click on the name of the report

The report will be downloaded into the user Download Folder on C: drive or in IE11 a prompt may ask the user to open and for Chrome the file will display in the footer of the browser.

Do not use commas in the File Name of the Report.