Click the Search button next to a data field to activate the search.
The search screen for the field will appear listing of all the records within that particular file. The listing includes variable columns of information for each record, which can be used to narrow (or filter) the search.
To sort the records in ascending or descending order by a particular field (column), click on the column heading (label) for the desired field; an up or down arrow will appear to the right of the field indicating the order of the records (ascending or descending).
If all the available records do not appear on the search screen, advance to the page on which the desired record is included by clicking the First Page, Previous Page, Next Page, or Last Page button, or clicking the appropriate page number, or else click the View All button to view all the records.
To narrow (or filter) the records that display on the search screen, change the filters as desired.
If the desired record is displayed on the screen, select the record by: 1) double-clicking on the desired record, 2) clicking on the record once and then clicking the Select button, or 3) clicking on the record once and then pressing the Enter key.
Note: When completing a search for a parameter while generating a report, select the record(s) to include on the report by clicking the box in the first column located to the left of each desired record. A checkmark will appear in the box if the record is selected. To select all the records listed on the screen, click the box located in the first column at the top of the screen (to the left of the other column headings). After all the desired records are selected, click the Select button.
Tip: If desired, while searching, click the Selected Rows First button to view all the selected records on the first page(s) of the search screen.
If applicable, to add a new record to the specified file (and the user has the rights to do so), click the Add New button and then follow the steps included in the Help File to add the new item.
If applicable, to edit a record (and the user has the rights to do so), select the desired record by clicking on it once and then clicking the Edit button. Follow the steps included in the Help File to change the existing item.
To close the search screen without selecting an item, click the Cancel button.