Table of Contents

Overview

The Design Search Utility is a powerful tool for finding systems when you do not have the serial number for the design you are looking for. The design list is updated as you change the searching criteria. By default the list starts with all designs included.

Design List Sorting

By default the designs are sorted by their Serial Numbers. To change the sort criteria click on the column you want to sort by.

Most of the column titles are obvious. However the three that indicate the client information relationships are not:

Search Matches

Using more than one search feature at a time combines the searches so that each search feature must be satisfied. In other words the search results are “anded” together.

Searches performed on text are “full text” searches in that a match occurs when all the characters in the search string match any part of the target. For example, a search string of “d” matches all of the following names:

While “da” would match:

Actions

Action buttons become active/inactive as you select systems from the design list.

Searching by date range

You can limit the list of designs to those designed within a range of dates either by when the design was first created or when it was last edited.

Clicking the drop down for either date box will pop up a calender:

Searching by Agency Info

You can limit the design list to matches on agency info.

Searching by Client Info

By default only records for the Permittee are shown. To show any additional records for the mail to or bill to clients uncheck the “Display Permittee only” checkbox.

Select a client related field to search on by using the drop down menu.

Enter the text to search on in the “Search String” box.