6.1 Searching for a request

To search for a request:

  1. Click the Requests category.

  2. Enter some or all of the search criteria for the target of the request:

    • You cannot use wildcards in this field; it automatically uses fuzzy matching.

      For example, if you search for Sam, the search results contain records where the Full Name or Logon Name fields contain the following:

      • Sam Smith
      • Jane Samson
      • Samuel Johnson
      • Samantha Samuels

      However, as the fuzzy matching searches only the start of the word, the following would not appear:

      • Alice Balsam

      If you specify more than one word in this field, the search results contain records that match all the words. For example, if you search for Sam John, the results include:

      • Sam Johnson
      • John Samson
      • Samantha Johnson
      • John Samuels

      However, the following do not appear:

      • Sam Smith (no match for "John")
      • John Smith (no match for "Sam")
      • Sam Littlejohn (no match for "John" – it does not occur at the start of a word)

      • Click the expand group icon to expand a group
      • Click the close group icon to close a group.
      • Click the group information icon to display information about the group.
      • Select a group, then click CONFIRM.

      Note: If your system is configured for administrative groups, you can also select any of the groups for which you have administrative access, even if they are not within your own scope. Administrative groups are displayed at the bottom of the list in a separate node. For more information, see section 4.7, Working with administrative groups.

      If you want to view requests for people from the groups below the selected group in the hierarchy, select the Include Subgroups option.

    • Status – from the drop-down list, select the status of the request.

      For example, select Awaiting Issue to search for requests for devices that are available but have not yet been collected.

    • Credential Profile – from the drop-down list, select the credential profile that was used in the request.

    You can also select the following Additional search criteria:

    • Label – type the label applied to the request.
    • Requested Before – select a date. Only requests made before this date are returned.
    • Requested After – select a date. Only requests made after this date are returned.
    • ID – type the specific internal ID of the request, if you know it. The ID is displayed in the list of search results and on the View Request form.
    • Type – from the drop-down list, select the type of request; for example, IssueCard or CancelCard.
    • Device Serial Number – type the serial number of the device.
    • Device Type Name – from the drop-down list, select the manufacturer and model of device; for example, Oberthur ID-One PIV.

    Select the additional criteria to add them to the search form. Click the close x buttons on the additional criteria to remove them from the search form.

  3. Click SEARCH.

    The list of matching results appears.

    Records are sorted most recent first; currently, you cannot change the sort order.

  4. Click a record to display the details of the request.

    You can view information about the request, including its status, and the dates it was requested, validated, or actioned.

    From this screen, you can:

You can also view a request from any form that displays a link to the request.

For example: