Search Tab

This lesson explains steps to Search and Locate Service Orders.  These steps will work for all search items you might want to use to search for Service Orders.  You can search by Status, Market, Pricing Type, Skill, Service Category of Service Orders, etc.  You have the ability to define searches and Create Custom Search Filters.  There are many ways to search and locate information in ServiceLive and as you become more familiar with ServiceLive, you will find other ways to accomplish steps detailed in this lesson.

1. Search and locate all your Service Orders:
   • When you login to ServiceLive, the Dashboard tab will open.
     
   • Click on Service Order Monitor tab.
   • Click on Search tab.
     
2. Search and locate Service Orders, so you can view or take action (i.e. you might want to locate Active Service Orders to mark certain ones Complete).
   • Click on  (expand) button in front of appropriate search term OR click on appropriate search term (i.e. Status) in Or Select Search Terms box.
   • This will display a list of selections (i.e. Statuses) available to select to refine your search.
     Note:  Any of the Search Terms in this box function the same way as described for Status.
   • Click on search term (i.e. Active) to add to Selected Search Terms box on right side.
   • Click on    button, which is located next to    button.
   • This will display all your Active Service Orders.
     
3. To clear selected search items:
   Note:  You have the ability to change selected criterion by deleting search criteria.
   • Click on    link to clear specific search criteria.
   • Click on    button, which is located next to    button to refresh data.
   • Click on    link to clear all search criteria and your search will be cleared.
     
4. Search on multiple types of criterion:
   Note:  You will find an extensive list of possible ways to search for Service Orders.
   • Click on   (expand) button in front of appropriate search term OR click on actual search term to expand choices.
   • Click on   (collapse) button in front of appropriate search term OR click on actual search term to collapse choices.
   • Click on appropriate search term to add to Selected Search Terms box on right side.
     Note:  You have the ability to add multiple search terms by double clicking on search term.
   • Click on    button, which is located next to    button.
   • This will display all Service Orders that meet your Search Terms.
     
5. Define search criteria:
   Note:  This provides the ability to Define Search Criteria by selecting appropriate choice from drop down list.   An example where this might be useful would be if you want to search for all Service Orders for a specific Service Pro.
   • Click on drop down arrow labeled Define Search Criteria.
   • Scroll down and click to select appropriate choice (i.e. Service Pro Name).
   • Type appropriate information in box.
   • Click on    button.
   • Search Criteria you add will appear in Selected Search Terms on right side.
   • Click on    button.
     Note:  You have the ability to select single search criteria or add multiple search criteria.  The advantage of utilizing multiple search criteria is you can find the information you want easier and quicker because you will have to look through fewer Service Orders.
   • You have option to Define Search Criteria by following above steps AND/OR
   • You have option to also Select Search Terms by following Step 3 earlier in this lesson.
     
6. Create and save your own filters:
   You may find that there are certain searches that you want to use on a regular basis and you want to do without having to drill down through multiple search criteria.  One example that many Providers use is a search filter for Service Orders that require follow up.
   • Click on Status search term.
   • Click on Accepted search term.
   • Scroll down to locate appropriate choice.
     
   • Click on appropriate search term (i.e. Follow Up Needed). This will add search criteria to Selected Search Terms on right side.
   • Type name for your filter (i.e. Follow Up Orders).
   • Click on    button.
   • The saved filter will be available in Select a Saved Filter.
     
7. Select/Delete a Saved Filter:
   • Click on drop down arrow labeled Select a Saved Filter to view saved filters.
   • Scroll down to locate and select appropriate choice (i.e. Follow Up Orders).
   • Click on    button.
   • This will display all Service Orders for the Filter you created. You will find this helpful anytime you search in ServiceLive to reduce items displayed to solely your Service Orders.
   • To delete a saved filter, follow steps a-c, then click on    link.