Locate

To use the Locate function, follow the steps below:

1. Locate buttons are found at the top of each column on the General Form and are present only if there is more than one full page of records. A sample appears below:

   

2. Determine which columns you would like to use to search for data. The system supports multiple column locates at a time. In the example above, you can choose to search by Work Order #, Category, Category Text, etc.

   Note: You can sort information in the grids by clicking on a column heading or clicking the drop-down arrow beside the locate button and selecting ascending or descending order. Click the heading again to remove the sort order or select "None" from the drop-down list. The system supports multiple column sorts at a time. You can also stretch column widths to see the entire text of each cell.

3. Click on the appropriate columns' additional Locate buttons. Locate dialogs will appear:

   

4. Choose the way in which you would like to search for data. The first drop down list will contain some of the following choices based on the type of data in each column:
   • Starts With
   • Does Not Start With
   • Ends With
   • Does Not End With
   • Contains
   • Does Not Contain
   • Equal
   • Not Equal
   • Is Empty
   • Is Not Empty
5. You can then enter the data you would like to search for in the second field and click Apply. The tool will Locate and display only the records matching your Locate criteria.

   Note: If using the Locate tool on multiple columns at a time, each additional Locate criteria will serve to further limit the records displayed.

6. After you have defined Locate criteria for a column, the Locate icon will be displayed with a red background . Hover your mouse over the icon to display the current settings. You can also click on this icon to display the criteria or clear the current selection: