Video - InEight Completions (Legacy) - ELEMENTS: 2 Search Hierarchy Filter & Advanced Filter

TRANSCRIPT

In this video, we'll cover navigating search, hierarchy, filtering, and advanced filtering functions within the Elements module of Completions HQ. We've already logged into our project, and we're in the Elements module. We have the Quick Search feature at the top, and from here I can select different Element types to navigate to. I can also use the Search feature to look for any information within my Elements.

The search feature will look for text in any of these different fields, located in the Advanced Filter. With this list view, I can sort the register using the A to Z sort feature and then select a specific field to sort it by. You can also reverse it. To find the pieces of information I need for that day, I can also use the Advanced Filter to select additional fields to filter on.

I can hold the CTRL key and select multiple features as well. I can also clear filters by hitting the individual Clear buttons located here. Or I can use the Clear All at the bottom or the Clear Filters button at the top. That closes the Advanced Filter, but we still need to clear the Search.

We do that by clicking the X here. Additionally, we have a cross-module filter known as the Hierarchy Filter. This is a way to navigate your Elements Hierarchy; which depending on how your job is set up, might be based on work package, system, sub-system, physical location, or it might be structure based. I can expand to find individual tags or groups of tags, and I can click to select all of the tags within that group.

I can also hold CTRL and select multiple features of this hierarchy. In addition, I can type in the Search box to filter down to all results that have the value "transformer" in them. Again, I can clear my search here. I can clear my overall selection by clearing the Hierarchy Filter.

You'll notice when I've selected a value in the Hierarchy Filter, and I navigate to another module like Checklist, you'll see that I'm also selected on the Hierarchy Filter. Occasionally it'll be hidden and you just have to expand it. But you'll be able to tell because the pre-filter shows a subset of the records. Now you know how to navigate and search within the Elements module of Completions HQ.

Thanks for watching.