2.2.2 Search Results Grid

 

The search results grid is displayed in a variety of places in the system; from Navigator sections to following a link in an Overview and it is divided into different sections based on what Items are currently displayed.


The system allows the User to sort/group data and generate Reports from any Item grid with the use of the Export button.


Search Results Grid allows a User to:


  • Download (Document Items only)
  • View and Item
  • Show History
  • Add an Item to My Documents or Remove an Item from My Documents
  • Submit Feedback
  • Export.



Note that the above grid is displayed when accessing My Documents or as a part of the search results in the User Suite.



To Download a Document Item (Note this functions only works for Document Items):


  1. Navigate to any Item results list
  2. Select any Document Item from the results list
  3. Double-click on the Document Item
  4. Alternatively after step 2, click the Download label from menu at the top of results grid. 


To View Item:


  1. Navigate to any Item results list (My Documents, Search)
  2. Select any Item from the results list
  3. Right-click on the Item (drop down menu is displayed)
  4. Click View Item
  5. Alternatively after step 2, click the View Item Label from Items grid or double click the Item.


To Show History:


  1. Navigate to any Item results list (My Documents, Search)
  2. Select any Item from the results list
  3. Right-click on the Item (drop down menu is displayed)
  4. Click Show History
  5. Alternatively after step 2, click the Show History Label from Items grid.


Item lists can be viewed via My Documents, Search or System/Compliance Navigators. Within the Item result lists the displayed data can be:


  • Sorted
  • Grouped
  • Exported


To Sort Data:


It is possible to change the order of Items in the grid by selecting a column header and clicking on it.


  1. Navigate to any Item results list (My Documents, Search)
  2. Click once on any column (data is sorted by ascending alphanumerical order)
  3. Click twice on any column (data is sorted by descending alphanumerical order)
  4. Click three times on any column (data order is reverted to the default).



To Group Data:


It is possible to group data together in the grid by drag and dropping column titles into the Drag and Drop Tab.


  1. Navigate to any Item results list (My Documents, Search)
  2. Hover the mouse over the required column until Drag and Drop message appears
  3. Click and drag to where stated (Drag a column header and drop it here to group by that column)
  4. When placed in the correct place arrows appear (grid changes to show groupings based on column selected)
  5. Click the arrow to the left to expand Groups (arrow points downwards)
  6. Click the downwards pointing arrow to collapse Groups.



List Grouped by Selected Column (Number)


Note that the grouping can be removed by dragging the grouped column away from the Drag and Drop tab bar.


To Export Data:


Once the data is sorted and grouped according to the requirements the results list can be exported.



  1. Navigate to any Item results list (My Documents, Search)
  • Sort according to the requirements
  • Group according to the requirements

  1. Navigate to Item Grid Tab
  2. Click Export
  3. Open/Save the exported .CSV file.



Note that this feature exports the grid list into a CSV file. It doesn't export the actual Items but creates a spread sheet showing all the information (meta-data) associated with the Items in list. The column headers are the same as those seen in the User Suite.