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How to use the Global Search feature

The Global Search feature is available in the upper left hand corner of any screen and allows users to quickly access a specific page or record with minimal mouse clicks or knowing where to find it in

Updated over 2 weeks ago

The Global Search feature is available in the upper left hand corner of any screen and allows users to quickly access a specific page or record with minimal mouse clicks or knowing where to find it in the system.

The search feature allows users to type a text string which will display a maximum of the top-10 results.

This feature searches on the following:

  • Assignments

  • Records on the Business Rules screen (both system level and company level)

  • Records on the Email Templates screen (both system level and company level)

  • Employees

  • Configuration Pages (both system level and company level)

  • Records on the Quick Workflows screen

  • Records on the User Reports screen (both system level and company level)

  • Records on the User Reports Types screen

Note: the Assignment terminology honors the Relocation Term (Plural) system preference (RELOTERMPL) so whatever has been configured for the system preference will appear e.g. Moves, Relocations, etc.

To use the feature, first check that the desired search option is selected which is displayed in the search box. In this example, "Search Pages" appears in the search box and when the arrow is clicked, "Pages" is the selected option.

Click another option if desired.

Potential matches are displayed beneath the search box only after the 3rd character is typed. Matches with text strings will be appear in bold when results are displayed.

The user can navigate within the displayed results using the up and down arrow keys and the selected result is highlighted honoring the system main theme color.

Click on the item to navigate to the selected page/record within the same tab or press

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to clear the search.

Employee Searches

When Employee is selected as the desired search option, the search on Employees supports a search by the employee name and employee system number.

Only employees from companies which the user has access to are listed in the results.

Assignment Searches

When "Assignments" is selected as the desired search option, the search on Assignment supports a search by employee name, from and to country (ISO 3 Characters), from and to city, state / province, assignment policy and assignment system number.

Only active assignments and assignments which the user has access to are listed in there results.

When viewing an assignment using the search box, the default assignment landing page that the user is directed to is set by the (SHWTIMLNIN) system preference.

Searches on both System and Company Levels (Business Rules, Email Template, Pages and User Reports)

If the search searches on both system and company levels and the user has access to both levels, this will be split out as shown. In the company section, the name of the company will be displayed within parenthesis.

If a user has access to more than one company, the user will be required to select a company from the company picker when selecting company-level pages such as Company Email Templates.

If a user only has access to one company, the company picker pop up screen will not appear.

Things to note about what is displayed

  • Security is built into the search, so users can only see what they have access to based on the the user's security role(s) configuration as per the security Role Maintenance screen and the Employees and Assignments based on the user's maintenance configuration

  • Listed assignments are active and ones which the user has access to

  • Pages where the menu item name of a page has been overridden will still be considered with the displayed results and will be displayed [Menu_Item_Overriden] (Old_Page_Name)

  • Pages where the menu item is hidden but users have security rights to view pages will still be considered with the displayed results and will be displayed

  • The top results (maximum of 10 records) displayed are based on the below sorting criteria:

    • Started Typed words - if the typed word matches the start of a page/record, the page/record will be displayed towards the top of the list.

    • Longest Common Subsequence (LCS) algorithm - used to measure the weight of each word to determine the placing of the page/record in relation to other pages/records.

    • Most Recently Accessed pages/records - if a page/record was recently accessed, this has priority over the first two rules

    • Alphabetical/Numerical order - displays the pages/records in ascending order

  • mceclip3.png

    indicates Most Recently Accessed Pages/Records - create a user preference to change how many recently access pages/records are displayed

  • mceclip2.png

    indicates New Pages/Records results

Things to note in general

  • To search for an assignment, enter the assignment number in the Search box and press the Enter key.

  • The list of Most Recently Used (MRU) assignments can still be viewed when the search box feature is displayed. Note that existing MRU features honors the User Preference set for the MRU, specifically: Most Recently Searched Size and Most Recently Searched Sort.

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