Case Tab
The search area is located at the bottom of the Forms Manager and the first three tabs can work together and compromise basic searching.
The following are the different ways to search using the search box. They may be used alone or in different combinations. One or more options can be used for all selections by putting a comma between the selections.
Type (Case Type)
To search by Type… click the in the Case tab.
This window displays all of the Types in the Sort order they appear in the list. Choose the desired Types(s) from the list. Once you have made your selections click the Search button and search results in the Forms Grid will only display forms created by those selected users. All cases are defaulted to General and need to be manually changed.
Status (Case Status))
This window displays all of the possible form statuses. Choose the desired form status from the list. Once you have made your selections, search results in the Forms Grid will only display forms with statuses that match your selection.
To search by status, click the Status… in the Case tab. Choose the status(es) from the listing and press button to continue. Click button.
All cases are defaulted to Open and need to be manually changed.
Type at the top of the column to filter the list
Owner ID
This window displays all of the form types that are currently available to you. Choose the desired form types from the list. Once you have made your selections, search results in the Forms Grid will only display forms with form types that match your selection.
To search by form, click Form… Button the in the Case tab. Choose the form(s) from the listing and press button to continue. Click Search button.
STATUS
This window displays all of the possible form statuses. Choose the desired form status from the list. Once you have made your selections, search results in the Forms Grid will only display forms with statuses that match your selection.
To search by status, click the Status… in the Case tab. Choose the status(es) from the listing and press button to continue. Click button.
Type at the top of the column to filter the list
FORM NUMBER
Enter a specific form number or a sequence of characters within a form number to search for. For example, "2280001080010042455" is an entire form number, and searching for it would return that specific form as a result. However, "22800" is not an entire form number, and searching for it would return all forms that have a form number which contains that sequence of characters. Wildcard keys may be used but multiples cannot be searched for using a comma. The following example has wildcard (*) used.
This example does not use a wildcard and will only find one form.
This will find 2 forms
This is a starts with
FORM DESCRIPTION
Enter a specific form description to search for. For example, searching for "Structure Fire" would return any forms that contain that phrase in its form description. Wildcards before and after the selection can be used. In the search here, the INVALID anywhere in the description will be located.
DATA SOURCE
Select whether to execute searches for current forms, archived forms, or both. Forms are moved between the archive and current database using the Archive and Unarchive buttons.
Current will search all current forms.
All will search all current and all archived forms.
Archive will search for all archived forms opened in the selected year. Choose the year form the dropdown listing.
DATE
Once dates are selected; search results will only return forms that were created within those dates.
All dates--leave date blank
One date
Range
CONFIDENTIAL
By default only non-confidential records show in the search results. If you want to also see the “Not for Public Release” records, click the Confidential button and select the confidential records.
Searching Buttons
Search – The button refreshes the grid to the search requested.
CLEAR – the button will remove all selections in the Search Box. After you click the button press the to refresh the grid to include all forms.
Save – will save to favorites. See Favorites for more information.
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