Searching for a Record

From the Directory page, you can search for any record in a domain and then view the chart associated with that record.

Performing a Basic Search

Basic searches allow you to search on only one field at a time. Advanced searches allow you to specify multiple fields as part of your search criteria.

To perform a basic search:

1 In the Search area of the Directory page, select the field you want to search by from the drop-down list.

2 In the text box, enter the search criteria you want to use.

3 To restrict the search to specified records, select an option from the Search What drop-down list.

4 Click the Search button. A list of records matching the search criteria appears. The fields that appear are set up by your OrgPlus Enterprise administrator.

5 Click on any record in the search results list to see the associated profile.

Note: If any groups are defined for the current domain, selecting a group limits your search results to include only records that are part of the current group.

Performing an Advanced Search

Advanced searches allow you to specify multiple search criteria.

To perform an advanced search:

1 Click the Advanced Search link in the Directory page.

2 Select the search criteria you want to use from the Field Name drop-down list.

3 Select an operator from the Comparison drop-down list (Is, Is Not, Contains, etc.).

4 Enter a value in the Contents text box.

5 Click the Add button to specify additional search criteria, select and/or, select Field and Comparison options from the drop-down lists, and enter the text to use as search criteria in the Contents field.

6 Click the Add button again to include the new search criteria.

6 Click the Search button to perform the specified search.

Note: You can delete search criteria by clicking the Delete button and modify search criteria by clicking the Edit button .

Displaying the Chart

From the Directory page, you can display the selected record with or without supervisors in the Chart page.

To display the chart:

1 Perform a Basic or Advanced search.

2 Click on any record in the search results list. This record will be highlighted in the chart.

3 To display the supervisor associated with the selected record, choose Chart Supervisor from the drop-down list.

To display the chart with the selected record in the topmost box, select Chart Selection from the drop-down list.

4 Click the button to display the chart. The following example shows the selected record and that employee's supervisor.