Using LiveDC Search

How to Use Search

Instructions

1. On the navigation menu (left side), click the desired tab
2. In the desired tab, click the “Search” button in the top right corner
3. A new window will open titled “ ( ) Search”

1. Select the criteria of the search
1. “All of the following are true” - similar to the AND operator
2. “One or more of the following is true” - similar to the OR operator
2. Select the desired area to search
1. Examples: Status, Name, Contained by Hardware, Created Timestamp, etc.
3. For additional areas to specify the search, click the “+” button
4. To delete areas from the search, click the “Trashcan” button
5. Click “Search”
4. To save the search to use in the future, click the “Save” button
1. A new window will open titled “Save ( ) Search”
2. Name the saved search and click “Save” or overwrite an existing saved search criteria by selecting the saved search in the “Name” drop-down menu and click “Overwrite”
5. To use a search that has been saved in the past, click the “Load” button
1. A new window will open titled “Load ( ) Search”
2. Select the saved search to load in the drop-down menu titled “Name”
3. Click "Load"
6. To reset the search criteria, click the “Reset” button on the main search window
7. All searches, saved or new, are specific to the area you are in or the type of record you are looking to obtain

Creating a Saved Search Criteria

Saving a search criteria in the LiveDC platform isn’t just for saving time and energy, it provides a robust means for finding data records again in a very short amount of time. The search function provides the ability to search for very specific records and returns data for analysis to be performed.

Instructions

1. If you are already in the “Create Saved Search Criteria” window skip to step 3a. If you are not in that window continue to step 2.
2. On the navigation menu (left-hand side) click “Extras” and click “Saved Search Criteria” this will open a new tab titled “Saved Search Criteria”
3. Within the saved search criteria tab (upper left-hand corner) click the “Create” button. A new window will open up called “Create Saved Search Criteria.”

1. Enter the name of the saved search criteria in the “Name” field
2. Enter any additional information about the saved search criteria in the “Details” field
3. Select the type of record desired to save for the search in the “Record Type” drop-down menu
1. Most common selections: Data Series, Hardware, etc.
4. Select the area of desired search in the “Search Criteria” drop-down menu. For additional levels of criteria to search, click the “Add” button

5. Click "Create"