Personnel search

For information about the toolbar on this page, see: General layout: Toolbar.

Search for a record

Basic search

Basic search only displays on core module search pages, when you select it from the module header in the RME menu.

1. Enter search criteria in the fields you want to search by, from those available for the module. Leave all the other blank. Basic search is not case sensitive. You can use partial terms.
   For example, in the Projects module if you know the project code for the record you're looking for, enter the code in the Project Code field.
2. To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.

 

Advanced search

Use the Advanced search tab for searches that involve fields not offered in basic search, or for related items and eForm listing pages.

1. To find a record or eForm, enter your search criteria in the fields. To add another line, click the green plus (+) icon.
2. To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.

 

Open a record from Results

To open a record, you can either:

•        Select the Open icon next to the record in the grid.

•        Tick the checkbox to the left of the record and click Open in the toolbar.

For more, see: Open (toolbar)

 

Manage records

To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:

Action		Find out more
Create a new record	Select the New button on the toolbar	Add a core record
Edit a record	Open the record, edit the details and save	Edit a record
Copy a record to reuse details or create a version	Select the record and click the Copy button on the toolbar	Copy records and versions
Delete one or more records	Select the records and click the Delete button on the toolbar	Delete a record
Bulk update records	Only available to users with the relevant assigned page action Select the Actions button > Bulk Update option	Bulk Update
Export record details	Select the Export button on the toolbar	Export record details
Access reports	Select the Reports button on the toolbar	Reports
Change the layout of columns in this page	Select the Column button on the toolbar	Column management