Searching on Manager

Plenty of information is handled in Manager all the time. We've incorporated a search and filtering feature into Manager to help you quickly and easily find the exact record you need.

This article provides detailed information about the search feature in the Manager tool. It explains how to use the search bar and different parameters to quickly find specific records, and how it functions accross different areas of Manager. It will demonstrate more advanced capabilities, allowing for more refined results based on specific data columns.

In conjuction with search and filtering, you will also be able to sort the results in ascending or descending order, regardless of column type.

Click on any of the following links to skip ahead. 

• The Search Bar
  • Values Searched
• Search by Column
  • Search Parameters
• Filtering Columns
• Sorting by Column

The Search Bar

In sections of Manager with large data volumes, a search bar is available. Clicking on this bar or button and typing will return matching records.

Note: The search still remains on Worklist v2, Exception Management, and Feedback Management if you leave the page without clearing the search.

Values Searched

Below are details on the search bar's functionality in specific areas of Manager:

Search by Column

You can also search by columns in tables. This feature enables you to refine your search by matching inputs with the data of a specific column. It also allows you to set unique parameters for each column, or even search by multiple columns simultaneously. This is particularly useful for specific or advanced searches.

Search Parameters

To search in a column, type under the column name, next to the search (🔍) or filter icon. Clicking the icon will display the list of available parameters and show the default parameter. If the search or filter icon is not visible for the column, then it cannot be searched. If the search or filter icon is not clickable, then there are no search parameters available. Click on ‘reset’ to clear the search in that column.

Below is a list of potential parameters.

Note: Not all parameters are available on every column.

Text Columns

Date / Time Columns

Option Columns

💡Tip: On some pages, the searches across all columns will appear at the top of the page. Click on ‘clear’ to remove all searches quickly. Alternatively, uncheck the checkbox to the left to remove the search/filter selection while retaining the combination of search parameters to be reapplied if the checkbox is ticked again.

Filtering Columns

On option columns, you can filter the column by one or more options. Click on the filter icon next to the column name of the column you would like to filter. From there, you will be able to check the options you would like the options that should be shown.

Sorting by Column

To sort a column, click on the column name. this will sort the results displayed in an ascending order. Click again to have it sort in a descending order. To reset sort, right-click on the sorted column header and select ‘clear sorting’.

Note: Results can only be sorted by only one column at a time. Clicking on a different column will change the results to be sorted by that column instead.