Purpose The purpose of this work instruction is to navigate search criteria and search results in MIDAS CRM.
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- Prudence Hall
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1 Purpose The purpose of this work instruction is to navigate search criteria and search results in MIDAS CRM. Trigger Perform this procedure when searching data. Helpful Hints "xxxx" within a document represents a variable, which may consist of a name, number, etc. In the field description tables, R indicates the action is required, O indicates the action is optional, and C indicates the action is conditional. The following notes may be used throughout this work instruction: Note type Icon Description A general note of information A cautionary note Acritical note Contact someone This is the most commonly used note icon. It is the default icon in the uperform system for all notes. Use this icon for general information that falls out of the scope of these other icons. Use this note to communicate to the end-user of something that MUST be completed or another trigger that should be started and is related to the procedure. Use this note to specify something that MUST NOT be done during the procedure. Use this icon to specify to the enduser the need to initiate a communication within the organization due to an event in the procedure. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 1/18
2 A reference is available Use this note to specify that more information is available in another location. You may reference SOPs, another system, or document. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 2/18
3 Procedure 1. {Start the transaction from the MIDAS CRM Home Page.} MIDAS CRM Homepage 2. Click Product Master button. MIDAS CRM has a robust search engine that allows you to manage search criteria and results. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 3/18
4 MIDAS CRM - Search Product Master 3. Click Search Products. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 4/18
5 Search: Products 4. Click Search Criteria dropdown. 5. Click contains from the dropdown list. You have three options to select search criteria. "is" searches for the exact criteria but allows the use of wildcards. "contains" searches for the criteria anywhere in the results. "starts with" searches for the criteria at the beginning of the result. 6. As required, complete/review the following fields: Field R/O/C Description R Example: wheat This search will return results that "contain" the word "wheat" 7. Click Copy Line button. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 5/18
6 Add a row to duplicate or add new search criteria. 8. Click Search Criteria dropdown. 9. Click list item. 10. Click Search Criteria dropdown list. Adding the same criterion will search for both items (wheat and XXX). 11. Click Remove Line button. 12. As required, complete/review the following fields: Field R/O/C Description Maximum Number of Results: R Example: 200 You may need to cautiously increase the Maximum Number of Results to get a full search return. 13. Press "Return". 14. Click Search button. 15. Double-click link label. The number of results appears at the top of the results screen Thursday, January 03, 2013 Search_MIDAS_CRM.udc 6/18
7 Product: , WHEAT, HARD RED WINTER WHEAT 16. Click Back button. Once selected, the record is available for Review Thursday, January 03, 2013 Search_MIDAS_CRM.udc 7/18
8 Search: Products 17. Click Personalize button. The results list display can be customized to meet your needs. The display changes will be saved and updated again. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 8/18
9 Personalization 18. Click Select table row link label. 19. Click add button. 20. Click Save button. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 9/18
10 Search: Products 21. Click Open/Close Chart button. Search Results may also be viewed as a chart. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 10/18
11 Search: Products 22. Scroll to the bottom of the display list. 23. Click Search: Products dropdown list. 24. Click Product Description. Select data to create the chart Thursday, January 03, 2013 Search_MIDAS_CRM.udc 11/18
12 Search: Products 25. Scroll to the chart at the bottom of the screen. Select the type of chart from the dropdown list. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 12/18
13 Search: Products 26. Scroll up to complete. 27. Click Close Chart button. 28. Click button. Search Results can be easily exported to an Excel spreadsheet. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 13/18
14 Microsoft Excel - export_ _ xml 29. Click B / 3 text box. 30. Click Close button. Microsoft Office Excel 31. Click No button. You will have the option to save the spreadsheet for future use. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 14/18
15 Search: Products 32. Click Save Search As: text box. Frequently used or important searches can be saved as queries or "Saved Searched" 33. As required, complete/review the following fields: Field R/O/C Description Save Search As: R 34. Click Save button. Example: Wheat 35. Click Expand message area link label. Notice the information notification confirming your successful completion. 36. Click Search 'Wheat' has been saved label. 37. Click Home button. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 15/18
16 Home Once complete, Saved Searches can be conveniently accessed from the CRM Homepage and throughout MIDAS CRM in the Header Click dropdown list. Click list item. A list of Saved Searches are accessible from the Saved Searches field in the Header 40. Click Delete button. 41. Saved Searches are easy to use and conveniently easy to delete when no longer necessary. Click Home button. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 16/18
17 Result You have successfully completed a MIDAS CRM search. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 17/18
18 Next Steps You have %s. Thursday, January 03, 2013 Search_MIDAS_CRM.udc 18/18
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