The Power User Task Search form enables users to retrieve a list of filter-specific tasks. The results from the Power Search are displayed in the Task List. It is tailored to present a list of available filters to users. Power User Task Search includes the following filters:
Case Number
Comments and Findings
Compliance Method
Control
Corrective Action ID
Corrective Action Title
Deviation
Entity (multiple entities can be selected)
Event Statement
Event Type
Follow-up Required
Incident
Incident ID
Governing Body
Media
Permit Number
Permit Type
Process Unit
Project
Reference (aka Operational Control) Document
Requirement Citation
Rule (Permit and Rule Requirement Citations)
Soft-deleted Task Assignment
Supervisor
Supervisor Team
Task Description
Task Group
Task ID
Task Initiator
Task Owner
Task Recurrence Frequency
Task State
Task Statement
Task Status
Task Type (Tracked vs. Untracked)
Team
Temporary Task Assignment
Multiple defined filters are assumed to be inclusive as AND search filters. However, the selection of multiple entities will be treated collectively as OR search filters so tasks for each of the identified filters are included. The results from the Power User Task Search are displayed in the Task List.
Note:
Hierarchy Security profiles govern access to this interface. Users
must be granted at least Update
permissions to access and execute a Power Search.
Click Data Entry > Task Management > Power User Task Search in the Navigation Tree.
Select a Task State and Task Status from the list for each field.
Define additional filters for the search by entering data into the appropriate fields on the form. Use the following guidelines:
The lists for the Task Owner, Supervisor, Task Group, Process Unit, and Project fields can be filtered based on your entity selection. Simply enter or select the Enterprise Entity and click outside of the field to allow the form to refresh before selecting an owner, supervisor, task group, process unit, or project.
For the Task Owner filter, select the Include Team Tasks option to view search results that include tasks where the specified owner is a member of the team assigned to the task.
Instead of typing an entry in fields with a Show List option, click the check box to display a list of valid values and select the appropriate one. A search option is included for the Enterprise Entity list.
Select the Include Soft Deleted Tasks option and the system will also search through soft-deleted tasks for the ones that meet the criteria entered. Otherwise, soft-deleted tasks will be ignored.
For text fields, use the % wild card character to simulate "Contains" qualifying criteria. For example, to search for all tasks with a task statement that contains the term "test", enter %test% in the Task Statement field.
Narrow a search by entering specific criterion for the available fields. If a search does not yield the desired results, try widening the search by leaving some fields blank.
Click Display
Tasks.
The Task List displays tasks
according to the search criteria.
Start another search by clicking the Power Search link at the top of the Task List or clicking the Power User Task Search option in the Navigation Tree.