The Plan Search Dashboard
The Plan Search Dashboard (Plan Search > Dashboard)
provides easy access to some of the most frequently used functionality
of the system. There are links to the full plan and report search facilities.
You can also open a plan from here by selecting from a list of the plans
you have opened most recently (Last Accessed
Plans) or searching using the first few letters of a plan name
(Quick Plan Search).
To open a plan that you have recently opened:
- Select the plan you want to open from those listed
in the Last Accessed Plans
table and click
in the Open
column for that plan. The map window
opens displaying the plan you have selected.
To find and open a plan by searching using the first few letters of the plan name:
- Start typing the first few letters of the name of
the plan in the Plan Name
box under Quick Plan Search.
The search starts automatically and those plans with a name starting
with the letters you have entered are displayed in the table. As you
type more letters the results are updated.
- If you make a mistake or want to change the search
click Reset to reset the search
results and start again.
- To filter the search results to display only those
plans to which you subscribe, make sure the Subscribed
Only checkbox is ticked.
- Highlight the plan you want to open and click Open. The map
window opens displaying the plan you have selected.
To search for a plan based on its location or the outlets shown on the plan with access to all search options:
- Click
.
The Advanced
Search screen is displayed.
To search for a plan using a map:
- Click
.
The Map
Search screen is displayed.
To search for a report:
- Click
.
The Reports screen
is displayed.