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Search and Report

This section will discuss the different ways to Search and Report for Recurring Activities. 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 VisiumKMS.

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 Recurring Activities tab will load all activities/tasks. 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:

= Date Range From

  • Date Range To
  • Checklist - this is a multiple selection field
  • Category - this is a multiple selection field
  • Regulations - this is multiple selection field
  • 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 Recurring Activity.

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 Recurring Activities 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.