Searching and Viewing Task List

You can search for the existing task lists based on the search options available in the Advanced Search Options - Task List section. You can perform the actions such as modify, duplicate, delete, or obsolete the existing task lists.

Tip

To view the Advanced Search Options - Task List page, click the Advanced Search Options - Task List link.

To search and view the task lists

1.    Click the Maintenance module.

2.    In the Actions section, click Manage Task List.

3.    In the Advanced Search Options - Task List section, specify the following search parameters:

a.    In the Group list, select a repair group.

b.    In the Component list, select the repair component.

c.     In the Association Type list, select the association type as asset number, year-make-model, or class.

d.    In the Asset Organization list, select the asset organization.

e.    In the Asset Number box, type the asset number.

f.      In the Class list, select the class of asset.

g.    In the Year box, type the manufacturing year of asset.

h.    In the Make list, select the make of asset.

i.      In the Model list, select the model of asset.

j.      In the Task box, type a brief about the task list you want to search.

k.     Optionally, if you know the exact asset number, select the Exact Match check box to exactly match the search result with the search parameters.

l.      Optionally, select the Include obsolete task list check box to include the obsoleted task list in search results.

4.    Click Search.

The Search Results grid displays the task list searched based on the search parameter with the following information for each task list:

o      Repair Description

o      Organization

o      Association Type

o      Status

5.    In the Action column, click View next to the task list you want to view.

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xlsx)

·       Microsoft Word (.docx)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

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