Case Search

To find all cases in the Axeda® Platform to which you have privileges: leave all search fields blank and select Search. The table will show all cases defined in the server and to which you have privileges, based on your asset privileges and user group privileges.

 

To find cases using a previously-created and saved search: from the Saved Search list, select the saved case search that you want to run. Only those searches to which you have privileges are shown, based on your user group and how the search was saved (that is, private or public).

 

To find a select group of cases using the search values: type or select the values for the cases you want to find, as follows:

o        Type the case title to include in the search; supports wildcards.

o        Type all or part of the Case Number to include in the search; supports wildcards.

o        Type or select the Open Date to include in the search. Use the calendar tool () to select the date.

o        Type the Serial Number to include in the search to include in the search; supports wildcards.

This field uses Axeda Smart Suggest, so the Platform will retrieve serial numbers matching the characters you type; you can select one of the displayed serial numbers or keeping typing more characters of your serial number.

o        Type or select the Close Date to include in the search. Use the calendar tool () to select the date.

o        Type all or part of the (case) Owner name to include in the search. You can type multiple names, separated by commas. You can also select and choose users from the displayed Case Owner Selection page. If you do not specify a user, the server will apply the name of the logged in user.

o        Type the name of the Partner to use in the search. You can also select and choose partner from the displayed Partner Selection page.

o        Select the Reason to include in the search; such as an alarm generating for the related asset.

o        Select the Resolution for the case you want to find.

o        Select the Priority to include in the search.

o        Type the Organization name to include in the search; supports wildcards.

o        Select the Status to include in the search.

o        Type all or part of the Description to include in the search; supports wildcards.

 

For search values that support wildcards: You can use wildcards ("*") instead of characters to view all values that contain the same characters as part of the filter information.  For example, to view all case numbers containing "99s", type the following in the Case Number box: *99s*. In this example, all cases that have 99s in their case numbers are displayed.  If you do not see the search values you want to use for the search, use the Advanced Case Details values.

1.       To search for cases using other case values, select Advanced Case Details and then type or select the values for the cases you want to find, as follows:

a.       Type all or part of the Ticket Number to include in the search; supports wildcards.

b.       Type all or part of the Asset Name to include in the search; supports wildcards.

c.       Type all or part of the Model to include in the search; supports wildcards.

d.       Type all or part of the System to include in the search; supports wildcards.

e.       Type all or part of the Gateway to include in the search; supports wildcards.

f.        Type all or part of the Region to include in the search; supports wildcards.

g.       Type the name of an Asset Group to include in the search; supports wildcards.

2.       Click Search. The Platform finds all cases defined in the database that contain the search value(s) defined and shows only those cases in this table.

1.       If not done already, select and define the search criteria (see that procedure for help).

2.       Select New Saved Search. The search values are displayed. When creating a new search, the Save option is shown.

3.       Select Private or Public to specify how you want to save this search.

4.       If you want this search to run each time you open this Case Search page, select Default.

5.       Select Save. The search values are saved to the Platform. Anyone with permissions to this search can run it.

 

1.       From the Search box, locate the search you want to delete. Only those searches to which you have permissions are shown.

2.       Select Edit Saved Search. The search options values are displayed. If you have user group privileges to delete searches, the Delete option is shown.

3.       Select Delete. The server displays a message prompting you to confirm the deletion.

4.       Select Yes to delete the search from the Platform.

 

1.       From the Search box, locate the search you want to delete. Only those searches to which you have permissions are shown.

2.       Select Edit Saved Search. The search options values are displayed. If you have user group privileges to delete searches, the Delete option is shown.

3.       Select Delete. The server displays a message prompting you to confirm the deletion.

4.       Select Yes to delete the search from the server.

 

 

1.       From the Search box, locate the search you want to set as the default. Only those searches to which you have permissions are shown. If you do not see the search you expect, you may need to create it; if so, reference the procedure "How to save a case search".

2.       Select Edit. The search options values are displayed for the selected search.

3.       In the displayed window, select Default.

4.       Select Save to set the select search as the default when you view this page. Each time you open the Case Search page, the cases located for the selected default search are shown.

 

1.       From the Search box, locate the search you want to set as the default. Only those searches to which you have permissions are shown. If you do not see the search you expect, you may need to create it; if so, reference the procedure "How to save a case search".

2.       Select Edit. The search options values are displayed for the selected search.

3.       In the displayed window, select Default.

4.       Select Save to set the select search as the default when you view this page. Each time you open the Case Search page, the cases located for the selected default search are shown.

 

 

1.       Define search criteria and click Search. The Platform shows all cases corresponding to the specified search criteria.

2.       Select the Case Number shown in the table for the case you want to view.

The Platform locates the information for the case and shows the results in the Case Details page. In that page, you can modify the information shown for the selected case, view the audit trail for the case, and create your own notes for the case.

 

1.       Define search criteria and click Search. The server shows all cases corresponding to the specified search criteria.

2.       Select the Case Number shown in the table for the case you want to view.

The Enterprise server locates the information for the case and shows the results in the Case Details page. In that page, you can modify the information shown for the selected case, view the audit trail for the case, and create your own notes for the case.

 

This functionality is available based on user privileges.

1.       Select Column Display Settings.

The column customization tools appear. You can change which values appear in the Case search results table. The Columns Available list shows all values you can add to the search results. The Columns Selected list shows the values that are currently shown in the search results table. The Default Sort Column identifies the default column on which the values are sorted.

2.       From the Columns Available list, select the values you want to show in the case search results table, and click . To select more than one value at a time, press CTRL or SHIFT while selecting the values.

3.       From the Columns Selected list, select the values you want to remove from the case search results table, and click . To select more than one value at a time, press CTRL or SHIFT while selecting the values.

When the Columns Selected list shows all values you want to view in the search results table, you can set the order in which the columns will appear in the table.

4.       Use the and buttons to change the order of the columns. For example, to move a column to the front of the search results table, select the value and press the button until that value appears at the top of the Columns Selected list; to move a column to the bottom of the search results table, select the value and press the button until that value appears at the bottom of the Columns Selected list.

5.       From the Default Sort Column list, select the value that you want to use as the sort by column and click Apply. The search results table will sort the values by this value; you can resort the values by selecting a column heading. If you decide not to customize the search result columns based on your selections, select Reset to reapply the default column selections.

This functionality is available based on user privileges.

1.       Select Column Display Settings.

The column customization tools appear. You can change which values appear in the Case search results table. The Columns Available list shows all values you can add to the search results. The Columns Selected list shows the values that are currently shown in the search results table. The Default Sort Column identifies the default column on which the values are sorted.

2.       From the Columns Available list, select the values you want to show in the case search results table, and click . To select more than one value at a time, press CTRL or SHIFT while selecting the values.

3.       From the Columns Selected list, select the values you want to remove from the case search results table, and click . To select more than one value at a time, press CTRL or SHIFT while selecting the values.

When the Columns Selected list shows all values you want to view in the search results table, you can set the order in which the columns will appear in the table.

4.       Use the and buttons to change the order of the columns. For example, to move a column to the front of the search results table, select the value and press the button until that value appears at the top of the Columns Selected list; to move a column to the bottom of the search results table, select the value and press the button until that value appears at the bottom of the Columns Selected list.

5.       From the Default Sort Column list, select the value that you want to use as the sort by column and click Apply. The search results table will sort the values by this value; you can resort the values by selecting a column heading. If you decide not to customize the search result columns based on your selections, select Reset to reapply the default column selections.