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Search Page

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Various search pages are available throughout VertiGIS FM. They provide an overview of objects like Service Desk tickets within VertiGIS FM and allow you to search and filter using various data as criteria.

You can access a search page by expanding a product or module in the left pane and clicking Search.

service-desk-search

Link to Service Desk Search Page

Objects

In the Objects section, you can click either Tickets or Document to view a list of the selected object type in the system. If you click Tickets, for example, the search grid shows all the tickets that have been created in the system as well as key data points in the table columns.

service-desk-search-2

Tickets Shown on the Service Desk Search Page

When any object is selected, you can click the Show/Hide Columns (icon-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 Service Desk. To view the additional criteria available, click Filter.

search-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.

search-reset

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-page-3

Search Tool Icons

The available icons vary depending on the object selected. In the Service Desk module, for example, you can add, edit, or delete tickets when you select Tickets in the Objects section.

Search Grid Tool Icons

Icon

Description

icon-view-details

Opens the details page for the item selected in the search grid. Equivalent of double-clicking an item in the search grid.

icon-locate

Opens a dialog showing the location of the selected item on a map.

icon-batch-editing

Allows you to batch edit all the selected items in the search grid.

icon-allocate

In, opens a form to generate collective work orders or subcontractions for the individual orders selected in the search grid.

icon-calendar

In VertiGIS FM Maintenance, opens a form to manually create a new order order for all selected items in the search grid.

icon-add

Opens the form to add a new item for the object type shown in the search grid.

icon-delete

Deletes the selected item.

icon-reports

Open a list of reports you can download using data from the rows selected in the search grid.

icon-excel

Exports the selected rows into an Excel spreadsheet.

icon-show-selected

Removes all unselected items from the search grid.

icon-select-all

Selects all the items in the search grid.

icon-show-hide-columns

Opens a dialog that allows you to add or remove columns.

icon-filter

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

Additional Search Criteria for Real Estates with a Status of Planned or Not Active

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Documentation Version 1.0