Performing a Basic Search

You can search for a work item based on the work item fields shown in the Basic Search page.

Work item numbers are unique. Searching by work item number returns only one work item. XTRAC does not need any other search criteria to help narrow the search.

All other fields on the Basic Search page are either primary search fields or secondary search fields:

• Primary search field: This field is indexed in the XTRAC database, allowing XTRAC to display results quickly. You must enter a value in a primary search field. The following are primary search fields:
• Customer ID
• Account Number
• Last Name
• Organization
• Start Date
• End Date
• Item Type
• Secondary search field: This field is used to qualify the search criteria specified by one or more primary search fields. The following are secondary search fields:
• First Name
• Subtype

The following search fields have interdependencies:

• Item Type/Subtype: You cannot search by Subtype without first selecting an Item Type.
• Last Name/First Name: You cannot search by First Name without first entering a Last Name.
• Start Date/End Date: You cannot search by a Start Date without an End Date and vice versa. You also cannot search by an End Date that occurs sooner than the Start Date. If you enter invalid data, XTRAC displays an error message. Correct the data and try again.

For detailed information about each of the Basic Search fields, see Basic Search.

To find a work item using Basic Search:

1.

Open a Search window using one of the following methods:

• On the Work Area toolbar, click the Search icon (  ).
• On the Work Area toolbar, tab to the Search icon and press the SPACEBAR.
• In the Home sidebar, click Search.
• In the Search Work Item widget on the Dashboard view, click the Basic Search tab.
• The Search window opens with the Search Criteria page displayed and Basic Search selected by default.

2.

Fill in the search criteria for each applicable search field.

Notes:

• The criteria entered into the primary and secondary search fields is not case-sensitive.
• If you are performing the search from an open work item that contains data in the Customer ID field, your organization may be configured so that XTRAC populates the Customer ID field automatically.
• To clear all the search criteria you have entered, click Clear Fields or tab to Clear Fields and press the SPACEBAR

3.

(Optional) Select the Search All Parties check box to search every party associated with the work item.

4.

(Optional) Select the Include Resolved Items check box to include resolved items in the search results.

5.

(Optional) Select the Search for Process Instances check box to include different process instances in the search results.

When a business process is implemented by a split hierarchy, XTRAC returns the top-most split parent in that split hierarchy. If the entire business process is represented by a single work item, then XTRAC returns that one work item.

6.

Click the Search button or tab to the Search button and press the SPACEBAR.

7.

Note: To use the ENTER key to begin the search, make sure the Subtype field is not in focus. If it is, tab out of the field before pressing ENTER.

XTRAC initiates the search using the specified criteria. When XTRAC completes the search, the results appear. The Search Criteria page continues to display the fields involved in the search.