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Overview

The search tool is how you can query data in your inventory and find the information you are looking for. The search panel can be opened by clicking on the opened with the magnifying glass, contain several other sections to help us narrow down that result. All results will be shown on the map as well as in the grid view.

For more information on the grid see: Data Grid


Data Layer

For systems with multiple sets of data or more than one inventory, we can select which set to run our search against.

Classes

Our information fields are often grouped into a section of similar fields called a class. In the example, we have ‘Species’, ‘Site’, and ‘Risk’. These expand so that we can filling out our search with the criteria we need.

Information Tabs

Site information is not the only thing that we can search for. Below our Data Layer and above our classes we have tabs to search for Calls, Work Records, and Work Orders in the system.

Unassigned Data

Some fields allow you to search for unassigned data by selecting the check-box below it. This allows you to check and see if there are any fields that still need to be assigned.

Search Within Map Selected Set

If we’ve already made a search, or manually selected sites via the map, we can search within that selected instead of using the whole inventory. This feature is accessible with a checkbox on the search form after having a few sites already selected.

Quick Filters

Quick filters are a method for saving a specific search to run again if it’s something that is frequently checked.

For more information on setting up and using quick filters see: Quick Filters

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