"Workflow Manager" members can search for documents and drawings using the Advanced Search Filter available within each folder. See below, a variety of fields which may be used to complete your search:
1. Click on Folder Name to view contents
2. Click on Go To Advanced Search above the basic search filter
2. Enter required search criteria. i.e. Filename, Doc Ref. , Document Title, Document Content, etc. or select the criteria from the following:
Publisher: Organisations
and their users whether Active or Inactive will be listed alphanumerically
in ascending order.
Document
Status: displays the status of all documents that a user has access
to. Values will be listed alphanumerically
in ascending order.
Purpose
of Issue: displays the
Purpose of Issue for each document published that the user has access
to.
Drawing Series:
displays a list of drawing series that have been published. Drawing
series values are specific to an organisation and their numbering system.
Values will be listed alphanumerically in ascending order.
Doc Type:
displays fixed List values of "All", "Placeholders Only",
"Documents Only", "Paper Docs Only", "Emails
Only", "IFC Models Only","External Access Only"
Attributes:
displays a list of attributes assigned to each documents published.
These attributes are Workspace specific and should be chosen
when publishing information onto PWF in accordance
to Workspace protocols.
Action Assigned
by: displays names of all the users (active and inactive)
on the Workspace. Organisations within the Active or Inactive category
will be listed alphanumerically in ascending order. Users within an Org
will be listed alphanumerically in ascending order.
Recipient:
displays names of all the users (active and inactive) on the Workspace.
Organisations within the Active or Inactive category will be listed alphanumerically
in ascending order. Users within an Org will be listed alphanumerically
in ascending order.
Recipient Action:
displays names of actions available when distributing Workspace information:
For Acknowledgement
For Comment
For Comment Coord
For Comment Incorp
For Distribution
For Information
For Publishing
For Publishing of Inc. Comments
For Status Change
Action Status:
displays list of available action status. It is not sorted or it is not
in any order but it is fixed list and has six action statuses listed.
Cleared
Complete
Completed late
Completed on Time
Incomplete
Incomplete & Overdue
Viewed by Recipient:
provides options to view if users have reviewed their documents
All
Unread
Read
Assoc.
Forms: displays the Form types assigned
to selected Workspace
Attached
Files: displays the following Fixed
List values of
All
With Attached
No Attached
Linked Docs:
displays the following Fixed List values of
Incl. Linked Docs
Excl. Linked Docs
Only Linked Docs
Inactive Docs:
displays options to view some or all documents
Only Active Docs
All Docs
Only Inactive Docs
Comment Read:
displays the status for comments on documents:
All
Read Comments
Unread Comments
Comments:
displays the following Fixed List values of
All
Has Comments
Has Comment+Markup
Has Draft Comments
Incl. Draft Comments
Without Comments
Only No Comments
Exclude No Comments
Comment Creator:
displays names of all users (active and inactive) on the Workspace. Organisations
within the Active or Inactive category will be listed alphanumerically
in ascending order. Users within an Org will be listed alphanumerically
in ascending order.
Comment Recipient:
displays names of all users (active and inactive) on the Workspace. Organisations
within the Active or Inactive category will be listed alphanumerically
in ascending order. Users within an Org will be listed alphanumerically
in ascending order.
Public / Private:
displays the following fixed list values of
All
Public
Private
Issue:
displays the following fixed list values of
Latest
All Issues
Superseded
Custom Attribute:
displays the list of Attributes by which Attribute Sets have been created.
Operator:
Search the Attributes by
Equals
Starts with
Contains
Value:
displays the value related to Attribute user has set
And /
Or: User can create more than one options to search Attribute
4. Click on Search to find related documents
OR / In addition
5. Click on Go To Basic Search to view basic filter options
FAQ's
Q: I am not able to select any value other than my Own Organisation from the following search criteria options: Publisher, Action assigned by , Recipient , Comment Creator , Comment Recipient
A: Only the users with “Can Access Audit Information” Workspace privilege will be able to select other options from these search criteria.
Useful Links:
Search Documents (Workflow Mananger) - Basic
Search Documents (Document Manager) - Basic
Search Documents (Document Manager) - Advanced