You can search for ideas, issues, change requests, and change orders using either a simple or advanced search. Simple search enables you to search for ideas, issues, change requests, and change orders using a keyword search, wildcard search, search excluding keywords, fuzzy search, and stemming search.

   To perform a simple search:

1. Click on the Change Simple Search link in one of the following sections of the Applications tree menu:

   • Issue Management

   • Idea Management

   • Change Management

2. On the Simple Search page, select a change category.

   When you select Simple Search under the Change Management section, the change category defaults to Change Request, but you can select a different change category. When you select Simple search under the Issue Management or Idea Management sections, the change category defaults to Issue or Idea, respectively, but you can not change the change category.

3. Search using one or more of the following options:

   Keyword Search

   Enter a partial or whole value for the change object's number, name, or description in the Search field. You can narrow your search results by entering as many keywords as possible.

   • Select "Match all word(s) (AND)" to search for change objects that contain all the keywords entered as search criteria. This is the default value.

   • Select "Match any word(s) (OR)" to search for change objects containing any one of the keywords entered.

   Wildcard Search

   Use "%", also known as the wildcard character, to enter partial searches as part of your search criteria. For example, you can search for all change requests that have "Engine" and "Overheating" in the name as follows: %Engine%Overheating.

   Search Excluding Keywords

   Refine your queries by excluding certain keywords from your search. For example, you can search for issues containing the keyword DEF-3% and exclude issues that contain the keyword DEF-32%.

   Fuzzy Search

   Enter '?' before the keywords to perform a fuzzy search. Use keywords that sound similar to the word you are searching for. For example, enter "?Clik" to search for an issue containing the word "click."

   Stemming Search

   Enter '$' before the keywords to perform a stemming search on the name, number, description, line name, or line description of the change category selected. Stemming Search allows you to search for words whose spelling is derived, or stems from the keyword. For example, a search on the keyword "$contract" could return: "contract," "contracts," "contracted," and "contracting."

4. Click Search. Simple search returns all matching results for the search criteria entered. You can view these search results using different results formats. For details about how you can personalize and create result formats see Managing Display Formats.

   To perform an advanced search:

1. Click on the Change Advanced Search link in one of the following sections of the Applications tree menu:

   • Issue Management

   • Idea Management

   • Change Management

2. On the Advanced Search page, select the change category (such as issue, change request, or change order) from the list of categories and click Go.

3. Choose a search criteria template from the list to select predefined search criteria fields for your search, then click Go.

   For details about how to define and personalize criteria templates, see Managing Search Criteria.

4. Optionally, you can change the search criteria for only this search by using the following buttons:

   • Clear

     Clears the value fields of the selected attributes.

   • Delete

     Deletes the selected attribute from the list of search criteria.

   • Duplicate

     Duplicates the selected attributes. You can now search on different values for the same attribute. For example, if you duplicate the Status attribute, you can search for change requests with either a status of Hold or Cancelled.

   To change the search criteria, select one or more attributes, then click one of the above buttons.

5. To add search criteria to only this search, click Add Criteria.

   In the Add Criteria page, if you simply wish to locate a single attribute, enter its name and click Find. To search for attributes by attribute group, select the attribute group and click Go.

   Move search criteria back and forth from the Available Criteria list to the Selected Criteria list using the Move, Move All, Remove, and Remove All shuttles. When finished, click Apply.

6. Enter values for one or more search criteria.

7. Select a display format, then click Go.

   The display format enables you to switch between different views of the search results. The view in the Display Format region shows the columns that will appear in the Results page. For information about defining and personalizing display formats, see Managing Display Formats.

8. Click Search to perform the search.

   In the Results page, you can switch between display formats to view different attributes.

   To perform actions on changes in the Results page:

You can select changes and perform the following actions:

• add the change to a new or existing change order

• change the priority of the selected change records

• demote the selected change records to the previous status

• link to an existing change order

• link to an existing enhancement request

• generate a report

• promote the selected change records to the next status

• reassign to a different user

• request a comment from certain people

• export all change records selected to a spreadsheet

1. Complete the steps in To perform a simple item search or To perform an advanced search above, then select one or more change records.

To export all results to a spreadsheet

2. Click Export to export all change records in the Results page to a spreadsheet.

3. In the Export page, select an export template and an output format. Click Export.

   For more information about export (report) templates, see Defining Change Category Reports.

To perform all other actions

4. In the Select Change (Object): field, select an action, then click Go.

   For more information, see: Performing Actions.