Use the filters described below to locate the scheduling of the desired services through specific information. To do that, go to the Search filters panel and click on the button to add the filter:
General:
▪ID #: Enter the ID # of the resource you wish to search. ▪Name: Enter the name of the resource you wish to search. ▪Classification: Expand the list and select the corresponding options to indicate that the resource you wish to search is a labor resource or an asset (SE Asset). Use the other buttons next to the field to check all available options and clear the checked options. ▪Generic: Expand the list and select the corresponding options to indicate whether the resource you wish to search is a generic resource or not. ▪Third-party: Expand the list and select the corresponding options to indicate the resource you wish to search is or is not a third-party resource. ▪Calendar: Select the calendar applied to the resource you wish to search. ▪Status: Expand the list and select the options that correspond to the status of the resource record (active or inactive). User: Use this field to locate the user used as a resource that you wish to view. To do this, select the desired user or enter their ID, login and/or name. It is also possible to select their department and/or position, or a competence mapped for them.
Asset: Use the fields in this filter to find the asset used as a resource that you wish to view. To do that, select the desired asset or enter its ID # and/or name.
Resource attributes: Click on the "Add attribute" button and select the attribute associated with the resource that you wish to view, the operator and a value for it. To add more than one attribute to this filter, use the "Add attribute" option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the "Apply" button.
After entering the required filters, click on the SEARCH button in the 'Search filters' panel or press the ENTER key on your keyboard. The result will be displayed on the right-side of the view screen. For more details about the 'Search panel' and other search operations, see the "User Guide Views" section.
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