Searching for Records

Performing a Simple Search

Enter words or terms separated by a space in the Search field at the top of the grid, then click . To remove the quick search, click . The view will return to the default filter setting.

Note that this field does not search in all fields in the module records.

If you enter one or more digits, but no alphabetic characters, the system will search only the reference number (e.g. the Visit Number), and will return all records containing that number.

Performing a Search Based on Criteria

Basic Search

To search in one or more selected fields, click the arrow beside the filter field and choose Basic Search. The fields available depend on the grid it was launched from. Complete as many of the fields as you wish, then click OK.  Show screen

Advanced Search

To specify complex queries to find records, click the arrow beside the filter field and choose Advanced Search.

1.   Specify whether you want records that match all of your criteria, or any individual criterion.

2.   To create a filter criterion, click to open the Filter Picker form. Select the field, operator, and value(s) for the field, then click OK.

3.   To remove a criterion, select it and click .

4.   If you want to save this set of criteria for future use, enter a Filter Name, then click Save and Apply. It will be added to the Filter menu for quick access. If you don't want to save the set, click Apply Filter to process the search.

5.   If you want to change your search criteria, even if you didn't save it, choose Filter » Refine Search to revisit the criteria you entered.

To edit a saved search filter, select it to apply the search criteria, choose Filter » Refine Search, then click and make your changes.