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Search and Report

This section will discuss the different ways to Search and Report for Incidents and Investigations.

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

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

The Investigator tab will load all Incidents and Investigations. 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:

  • Incident Type – Type of incident
  • Risk Ranking – Risk rank of incident
  • Operating Phase – Operating phase at time of incident
  • Department – Grouping of locations within KMS
  • Incident Date From
  • Incident Date To
  • Investigation Date From – Search for investigations that were conducted after this date
  • Investigation Date To – Search for investigations that were conducted prior to this date
  • Incident Severity – Severity level of incident
  • Risk Level – Negligible, Marginal, Catastrophic, etc.
  • Synonym – Pre-configured grouping possibly for multiple locations (i.e. APAC, EMEA, etc.)
  • Company – Company in which incident is located
  • Status – Initiated, Closed, Waiting Final Approval, etc.
  • Supervisor – Supervisor of location in which the incident is located
  • Team Lead
  • Initiator
  • Past Due
  • Include Child Locations
  • Include Closed Records

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.

Or the user can decide to search using a combination of both. Click on the Advance Search and enter the criteria find. Click Search. The results will be returned. Now the user, can use the filters on the column to further narrow down the Incident of Investigation. To open the Incident or Investigation, the user will click on the Link in the Reference ID column. This will launch Investigator and take the user directly to the Incident or Investigation depending on the status,

Select Columns​

The user can add additional columns to the returned results and can also remove columns from the grid.

To add columns to the result grid:

  1. Click on the Select Columns icon. A window will open with the Available Columns and Selected Columns. The default is Reference ID, Title, Description, Location, Target Report Date, Assignee, Type and Status.
  2. Highlight the name(s) of the columns the user would like to show in the result grid from the Available Columns. To highlight multiples the user can use the Shift key if the names are all together or the user can use the Ctrl key to select individuals to make up the group of names.
  3. Use the right facing arrow to move the highlighted columns to the Selected Columns. To move all names to the Selected Columns use the double arrow facing right.
  4. The name(s) of the Available Columns will now be displayed under the Selected Columns.
  5. The name(s) of the Available Columns will now be displayed under the Selected Columns.
  6. Click OK. The window will close and the columns will be added and reordered.

Saved Searches​

Each user can Save 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 Report
  8. Click OK

To open the Saved Search, the user will Click on Saved Searches located to the left of Administration

Select Investigator and click on the name of the report

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

Note

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