6.1 Searching for a request

To search for a request:

  1. Click the Requests category.

  2. Select the search to use from the drop-down list.

    By default, only the Requests search is available; however, your system may have additional custom requests searches that you use for reporting.

  3. 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)

    • Group – click the open icon to select the group to which the person belongs.

      See section 3.3.8, Selecting a group.

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

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

    • 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.

    You can also select the following Additional search criteria:

    • Logon – type the logon name of the person.
    • Type – from the drop-down list, select the type of request; for example, IssueCard or CancelCard.
    • 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.
    • Label – type the label applied to the request.
    • Requested After – select a date. Only requests made after this date are returned.
    • Requested Before – select a date. Only requests made before this date are returned.
    • Validated After – select a date. Only requests validated after this date are returned.
    • Validated Before – select a date. Only requests validated before this date are returned.
    • Device Type – from the drop-down list, select the manufacturer and model of device; for example, Oberthur ID-One PIV.
    • Device Serial Number – type the serial number of the device.

    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.

  4. Click SEARCH.

    The list of matching results appears.

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

  5. To carry out actions on multiple requests, select the checkbox to the left of the requests, then from the Tools menu select the batch operation.

    From this menu, you can:

  6. To work on a single request, 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: