Using LiveDC Search - Revision history

Spetersen: Created page with "TOC ==How to Use Search== ===Instructions===

On the navigation menu (left side), click the desired tab

In the desired tab, click the “Search” button in the top right corner

A new window will open titled “ ( ) Search”
File:Search.PNG

Select the criteria of the search

“All of the following are true” - similar to the AND operator

2025-08-29T04:57:40Z

Created page with "TOC ==How to Use Search== ===Instructions=== <ol> <li>On the navigation menu (left side), click the desired tab</li> <li>In the desired tab, click the “Search” button in the top right corner</li> <li>A new window will open titled “ ( ) Search”</li> File:Search.PNG <ol type="a"> <li>Select the criteria of the search</li> <ol type="i"> <li>“All of the following are true” - similar to the AND operator</li> <l..."

New page
TOC

==How to Use Search==
===Instructions===
<ol>
<li>On the navigation menu (left side), click the desired tab</li>
<li>In the desired tab, click the “Search” button in the top right corner</li>
<li>A new window will open titled “ ( ) Search”</li>
[[File:Search.PNG]]
<ol type="a">
<li>Select the criteria of the search</li>
<ol type="i">
<li>“All of the following are true” - similar to the AND operator</li>
<li>“One or more of the following is true” - similar to the OR operator</li>
</ol>
<li>Select the desired area to search</li>
<ol type="i">
<li>Examples: Status, Name, Contained by Hardware, Created Timestamp, etc. </li>
</ol>
<li>For additional areas to specify the search, click the “+” button</li>
<li>To delete areas from the search, click the “Trashcan” button</li>
<li>Click “Search”</li>
</ol>
<li>To save the search to use in the future, click the “Save” button</li>
<ol type="a">
<li>A new window will open titled “Save ( ) Search”</li>
<li>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”</li>
</ol>
<li>To use a search that has been saved in the past, click the “Load” button</li>
<ol type="a">
<li>A new window will open titled “Load ( ) Search”</li>
<li>Select the saved search to load in the drop-down menu titled “Name”</li>
<li>Click "Load"</li>
</ol>
<li>To reset the search criteria, click the “Reset” button on the main search window</li>
<li>All searches, saved or new, are specific to the area you are in or the type of record you are looking to obtain</li>
</ol>

==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===
<ol>
<li>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.</li>
<li>On the navigation menu (left-hand side) click “Extras” and click “Saved Search Criteria” this will open a new tab titled “Saved Search Criteria”</li>
<li>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.”</li>
<ol type="a">
[[File:Saved Search Criteria.PNG]]
<li>Enter the name of the saved search criteria in the “Name” field</li>
<li>Enter any additional information about the saved search criteria in the “Details” field</li>
<li>Select the type of record desired to save for the search in the “Record Type” drop-down menu</li>
<ol type="i">
<li>Most common selections: Data Series, Hardware, etc.</li>
</ol>
<li>Select the area of desired search in the “Search Criteria” drop-down menu. For additional levels of criteria to search, click the “Add” button</li>
[[File:Saved-Serach-Criteria-Add.PNG]]
<li>Click "Create"</li>
</ol>
</ol>