Searching for Requisitions
A standard search feature is provided on the main Requisitions page to provide quick access to records that need to be reviewed and/or updated.
Tip: Several fields in the search area use look-up windows for making selections (as opposed to drop-down lists). To use these lookups, click the Search icon next to the field and either search for an entry or browse the available options to make selections.
- From the main Requisitions page, locate the Search area in the column on the left of the page.
- Using the available search fields, select values for the criteria you wish to search against. You can use one or more of the fields for your search.
- When all necessary criteria has been entered, click the Search button.
The Requisitions table reloads to display those results that match the criteria used for the search.
Tip: If this search is one you will run frequently, you can save the search for quick reference for future searches.
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The Search panel on the Requisitions page also provides access to any Saved Searches you may have. Select the desired search from the drop-down list and click the Go button to run the saved search.
The Quick Search field above the standard search options is another way to conduct a search. Enter any text in here and the system will search all available requisition fields for a match.
Finally, you can select from a list of recently accessed requisitions that are displayed at the bottom of the search panel. Clicking one of these links will open the Requisition Detail page.
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if there is a particular search you need to run every time you use the system, making it your default search would save you a few clicks. To set a new default search, complete the following steps from the Requisitions page:
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Enter the desired search criteria throughout the Advanced Search column on the left side of the page, and select Search to run the query.
Note: If the Search column is hidden, selecting the double-arrow >> in the upper-left corner of the page reveals it.
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Save the search for quick access by selecting the Save This Search option, located directly underneath the Search button. This displays a prompt for a name. Name your search, and select OK.
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Saving this search adds it as a new option in the Search drop-down menu at the top of the column. Now, selecting it runs the saved query to the same exact parameters you set.
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Selecting the Set Default option underneath the Saved Search drop-down menu makes it so this search runs whenever you view the Requisitions list page.
Note: If you're viewing your default search, the Remove Default option displays here instead. Selecting this option reverts back to the default page display.