The Grant Search page displays when the Data tab is clicked from the main navigation bar.
This is the default setting upon clicking the Data tab.
To search for optionees, click SEARCH OPTIONEE.
The Grant Management page provides the ability to enter an Optionee ID and search for
that particular Optionee (Quick Search), or alternatively, to add a set of search criteria
(Advanced Optionee Search) to search for a set of optionees.
1. Enter an Optionee ID in QUICK SEARCH input box and click View. The selected optionee
will appear in the search results area under the SEARCH button on the right side of the
page. When the Optionee ID is not found, a message will appear under the SEARCH
button on the right side of the page.
2. Enter a set of search criteria as defined in the Advanced Optionee Search portion of the
page. All optionees that meet the defined search criteria will be returned in the list
provided at the bottom right portion of the page. From this list, navigation to the desired
optionee is provided by clicking the magnifying glass on the desired line (magnifying glass
for view is the only available option at this time).
The available search fields are identified in the drop down that contains the default
"Optionee ID".
The available operators are identified in the drop down that contains the default "=".
See the section below for details on the available operators.
The field to the right of the operator contains the data upon which the operator will act.
To expand the available search criteria, click on the word "add". This will create an "or"
search function. This is only valid for an = operator and will not be visible when an
operator other than = is selected.
To reduce the available search criteria (once expanded), click on the word "delete". This
will back out the search criteria one-by-one.
To create additional grant search lines, click on the green + ADD CRITERIA. This will add a
line which can contain an additional search.
To remove an additional search line, click on the red - DELETE CRITERIA. This will remove
the additional search options one-by-one.
? Operators (not all operators are available for all fields)
Operands and relational activity defined:
? Equal (=) defines an exact match between the search field and the
input box (wildcards exempted).Applies to numeric, date and string.
? Less Than (<) defines a relationship between the search field and the
input box where the value of the search field is less than that in the
input box. Applies to numeric values, dates and strings
? Greater Than (>) defines a relationship between the search field and
the input box where the value of the search field is greater than that
in the input box. Applies to numeric values, dates and strings
? Range (Date Between) Specialty operator. When range is selected as
the operand the system immediately opens two input boxes. The first
input box is preceded with the term “from” and the second input box
is preceded by the term “to’. Both boxes must be populated. Searches
on a range statement are inclusive of "from" and "to". Ranges apply
to numeric, date and strings.
+ search results:
This area is provided to allow for the search results to be sorted in a sequence other
than Optionee ID (default).
A drop down is available to select the field upon which the sort order of the returned
optionees will be acted upon. This drop down contains the fields (columns) presented
in the optionee search list. The returned search results will contain an upward
pointing arrow indicating the column that the results are sorted on. Clicking on this
arrow will invert the sort order. Clicking on another column will change the sort order
to that column.