The general steps to build an Arxspan Search include selecting search fields, adding data conditions and filters, verifying search results, and saving the search. You may have a subset of the below information based on the modules used and configuration. 

 

1. Select Search Fields

There are two ways to add search fields to build your search.

Method 1: use the search box to add search fields. On the top right of the search window, there is a search box with “Start typing the name of a Result definition…”. After you place the mouse in the box and type in a keyword of the search field, the system will provide a list of fields that contain the keyword. When you select the desired field from the dropdown, it is added to the search criteria below the search box.

 

 

 

 

 

 

 

 

 

 

 

 

Method 2: add search fields from the left bar.

Depends on what module(s) your company has, you will see the available module(s) on the left side of the search window. Assay is for the assay module, Registration is for the Registration module, and Inventory is for the inventory module. For the workflow module, all request types and request item types are listed.

 

 

 

 

 

 

 

 

Find the module you want to search. You can use the arrow in front of the module name to expand/collapse the fields. Find the fields under the module name that you want to add to the search and click it once to add it to the search criteria on the top right side of the window. Once the field is added, it is greyed out on the left. When you place the mouse over a search criterion, you will see the Remove button (the trash can symbol). If a field is added by mistake, it can be removed by pressing the Remove button.

 

2. Add Data Conditions and Filters

After all search fields are added, you have the option to add filters to filter the search results.

1. 1. Use the Advanced Filters function. When you press the Advanced Filters button, a filter window will be displayed. You can select which search field to filter and add filter criteria.
   2. If “Group” is checked and the search results are sorted by this field, the search results will be grouped according to the value of this data field.
   3. If “Aggregate” is checked, the search results that have the same value in this field will be combined. For non-number fields, the number of records combined will be displayed. When the mouse hovers over these fields, the detailed information will be shown in a popup window. For number fields, the system will calculate and display the average value. When the mouse hovers over the value, the minimum value, the maximum value, the number of values used in the calculation and the standard deviation will be displayed in a popup window.
   4. If “Not Empty” is checked, the search will only return results that have value in this field.
   5. Press the “+” sign before the “Refine” to display the filter under the search field.
      1. If it is a text field, you have the option to add “Must Contain” a phrase, or “Must Not Contain” a phrase.
      2. If it is a number field, you can select whether to highlight the field in the search result based on its value.
         1. If “color scale” is selected, the system will highlight the field from low value to high value in red to green if the first color scheme is selected. The color scheme will be reversed if the second color scheme is selected.
         2. If Highlight Value is selected, you can define the highlight color and the value range of each color.

 

3. Verify Search Results

After you are satisfied with the overall search criteria, press Submit Search at the lower right corner to do the search. The search results will display below the search criteria. If you want to rearrange the order of the search results, you can click on the column header of the column you want to move, drag and drop it to the desired location. This will also change the location of the search field in the search criteria above.

 

 

4. Save the Search

When you are satisfied with the search, you can save the search to the system and use it later. Press “Save Search” at the top of the search page to open the save search dialog.  Enter the search name and press “Save as New Search” to save it. If you have the user role in search, it is automatically saved as a private search. If you have the Admin role in search, you can decide whether to save it as a private search or make it public for all users. NOTE: User-level access does not allow modification to these public searches, only the ability to copy them into a new private search. Admin level access will always allow you to modify public searches.