AssetWise CONNECT Edition Help

To Perform an Intermediate Document Search

You can search for existing documents from the Documents tile, located on Launch Pad.

Note: You can also perform a quick search for documents from the Search icon ( ), on the Navigation bar.

Follow these steps to search for a document from AssetWise CONNECT Edition Document Control.

  1. From the Documents tile, select Search documents. The Search documents page appears.
  2. Enter as much information as you can, in the Number, Title, Type, Date Due, and Date Completed boxes, to assist with filtering the results.
    Tip: If you leave all boxes blank, your search results will display all documents in AssetWise CONNECT Edition.
  3. For documents that have the FTR option enabled, you can enter a keyword or phrase in the Full Text Search box, and AssetWise will also search the content of all electronic files within AssetWise.
  4. Click Search. All applicable documents appear in the search results area at the bottom of the page. For example:
  5. You can scroll through the list to find the document you are looking for or you can filter the results further, by clicking the filter icon ( ) in the appropriate search column heading. A dialog appears.
  6. Select a filter parameter from the list. Your choices vary depending on the type of field from which you are filtering.
  7. Enter a filter value, and then click Filter. The results are filtered based on your parameters.
  8. In the search results area, you can select documents in the list, and then select an action from the Actions menu. Your choices are: Add to Basket, Add to Favorites, Delete, Export all to Excel, and Share.