The VertiGIS FM Maintenance search page provides an overview of all assets within the maintenance hierarchy in the system and allows you to search and filter using various maintenance data as criteria.
You can access the VertiGIS FM Maintenance search page by expanding Maintenance in the left pane and clicking Search.
Link to VertiGIS FM Maintenance Search Page
Objects
In the Objects section, you can click asset or maintenance task associated with VertiGIS FM Maintenance to view a list of the selected object type in the system. If you click Components, for example, the search grid shows all the components that have been created in the system as well as key data points in the table columns.
Components Shown on VertiGIS FM Maintenance Search Page
In addition to components, you can use the search page to query the system for devices, defects, maintenance strategies, tickets, orders, time recordings, appointments, notes, and documents.
When any object is selected, you can click the Show/Hide Columns (
) icon to add or remove data points from the search grid.
Filter
You can expand the Filter tab to narrow a search based on additional Master Data criteria used in VertiGIS FM Maintenance. To view the additional criteria available, click Filter.
Expanded Filter Section on VertiGIS FM Search Page
The master data that can be used to search will vary based on the VertiGIS FM product you're using and the item you've clicked in the Objects section.
Click the Reset button to remove all inputs from the search fields in the Filter section.
Reset Button the Search Page
You can save queries, which are lists of the object selected in the Objects section filtered using the search criteria entered in the Filter section, so that other users can generate PDFs based on them. Refer to Save Queries for more information.
Search Tool Icons
The panel on the top of the search grid contains a row of icons with tools that can be used to apply an action directly to the selected item in the search table or to the search results in general.
Search Tool Icons
The available icons vary depending on the object selected. In VertiGIS FM Maintenance, for example, you can create a new device, component, defect, ticket, or order on the search page when you select one of those objects in the Objects section and then click the Add (
) icon. When you select Appointment, the Add () icon is not available; appointments must be created on the details page for the object with which they are associated (for example, the device).
Search Grid Tool Icons
Icon |
Description |
|---|---|
|
Opens the details page for the item selected in the search grid. Equivalent of double-clicking an item in the search grid. |
|
Opens a dialog showing the location of the selected item on a map. |
|
Allows you to batch edit all the selected items in the search grid. |
|
In VertiGIS FM Maintenance, opens a form to generate collective works orders or subcontractions for the individual orders selected in the search grid. |
|
In VertiGIS FM Maintenance, opens a form to manually create a new order order for all selected items in the search grid. |
|
Opens the form to add a new item for the object type shown in the search grid. |
|
Deletes the selected item. |
|
Open a list of reports you can download using data from the rows selected in the search grid. |
|
Exports the selected rows into an Excel spreadsheet. |
|
Removes all unselected items from the search grid. |
|
Selects all the items in the search grid. |
|
Opens a dialog that allows you to add or remove columns. |
|
Shows or hides the search boxes under each column header that are used to filter the search results. |
The availability of the icons shown in the table above varies depending on the VertiGIS FM product and the object selected in the Objects section.
Additional Search
The Additional Search feature allows you to search the selected item in the Objects section for more than one criteria in the same field. For example, in VertiGIS FM Buildings, you could use it to search for a list of tables and chairs that are located in one specific room. Similar examples could apply to other VertiGIS FM products.
To Perform an Additional Search
1.On the search page, expand the Filter tab.
2.Enter or select a value in one of the search fields.
3.Click Additional Search. The first search criteria is now listed under Search Criteria.
4.Enter or select another value in one of the search field. In the primary use case for the Additional Search feature, you are entering or selecting a different value for the same field as the first search criteria.
5.Click Additional Search.
6.Repeat steps 2 and 3 until you have all the criteria you want is shown under Search Criteria..
7.Click Search.
Additional Search Criteria for Real Estates with a Status of Planned or Not Active
