Translations:Organisation MainSearch/24/en

1. Ensure that Search is selected in the menu
2. Check the boxes for what you want to search for: object, person and/or organization group
3. Open the menu for each type and make additional selections if needed, e.g. select subcategories or additional search parameters

   • On object you can choose to search particular object types and/or extended search

   • Info - search on given info on object
   • Owner - search on person or e-mail connected to object/s
   • Services - search on service name booked on object or text set in booking info field when booking was made
   • Old OTC services - search on old service name booked on object or text set in booking info field when booking was made
   • Pro 9 is master - search on object marked as Pro 9 is master
   • Unit path - search on organization tree structure e.g. level 0/level 1/level 2/level 3

   • On person, you can choose to search on active/inactive persons and/or extended search

   • E-mail - search on e-mail connected to a person
   • Services - search on service name booked on person or text set in booking info field when booking was made
   • Old OTC services - search on old service name booked on person or text set in booking info field when booking was made
   • Title - search on given title on person
   • Info - search on given info on person
   • Manager - search on all persons connected to a specific manager
   • Is manager - search on person marked as manager
   • ProOpinion user - search on person with a user connected to ProOpinion

   • On organization group, you can choose to search on a specific organization level and/or extended search

   • Services - search on service name booked on organization group or text set in booking info field when booking was made
   • Old OTC services - search on old service name booked on organization group or text set in booking info field when booking was made
   • Unit path - search on organization tree structure e.g. level 0/level 1/level 2/level 3

4. Enter the name (or a part of the name) of the object, person, or organization group

   • To show all items of the selected type, leave field blank, enter * or enter % in the search field
   • To show all items that start with xyz, enter xyz%
   • To show all items that end with xyz, enter %xyz
   • To show all items where xyz is in the middle, enter %xyz%
   • To show multiple separate items, enter xyz zyx
   • To show a specific sentence, enter "xyz zyx"
   • If you write space as the first character, that will be included in the search

5. Click search (the search result is presented with a row for each type, and within parentheses the number of items of that type)

   • Click cancel if you like to cancel your search

   Note: To cancel a search is only possible in the first part of the search process and the cancel button will be grayed out when the possibility has past

6. Click the row to expand the section and show a table with the items