When you submit your search criteria by clicking the GO button for either a quick or advanced search, all records that meet your criteria appear on the Boards Search Results page. You can perform actions for multiple records that appear on this page. Select the check box next to one or more records (or click the Select All link to select all found records), and then select an action for those records. Actions include adding a board, adding a member, editing a board, or printing a quick report. If you want to open a Board record on this page, click the Board Name link.
The number of records found appears in the page title. The number of records appearing on one page is shown in the # per Page field below the title. To change this number for the current or future Boards Search Results, clear the field, type a different number, and press the TAB key. IQ will retain this number until you change it.
Use the scroll bar or the DOWN ARROW key to move to the bottom of the page. Click the > link or Page Down button to view the next page; click the < link or Page Up button to view the previous page. To go to the end of the list, click the >> link; to return to the beginning of the list, click the << link. Links are unavailable if there are no additional pages or if you’re at the end or beginning of the list.
The Search Results page shows information about each record found, including the Board Name, Total Seats, Occupied Seats, Vacant Seats, Past End of Term, Oldest Vacancy, Board Type, Enable Date, and Expire Date. In addition, custom fields will appear under the Board Name if the option to display them is selected. You can click the Board Name link to go to the Board panel of the Board record or the Board Seats link to go to the Seats panel.
Click any column heading to re-sort the search results by information in that column, for example, by Board Name, Seats, or Past End of Term. IQ will retain the selected column sort until you change it or your System Administrator resets it using the Configure link.
You can customize the display of the Search Results page by selecting columns to Hide or Show. A plus sign (+) appears when you place the mouse cursor above a column heading, if the column can be hidden. Right click and select the column name in the pop-up to hide the column. To display the column, right click in a column heading and a list of hidden columns will appear. Select the check box for the column names that you would like to display and click the Show button. Generally, the check box, number and ID columns can not be hidden. Your settings for hidden columns will remain until you change them.
The Actions panel at the left of the page displays all available actions for records in the Search Results, however, some actions are unavailable until at least one record is selected by clicking in the check box next to it. Actions include such things as adding a board, adding a member, editing a board, or printing a quick report. If you've selected multiple records, select the Edit action to access the first record. Then, when you're finished with that record, select the Next arrown to open the next selected record. The next record will open to the same panel as the last panel used.
You can run reports for all or selected records found with the search and appearing on the Search Results page by selecting the Print action. Printing options let you format your output as HTML, Word, or Excel. Select the Selected Records option to include only those records selected on the Search Results page or select the All Records option to print all records found with the search. Click the Go button to format the report and select Print on the File menu to print it.
You can save your search results to a Board list by selecting the Save as List action. When you select this action, you create a Workflow list containing the records that were found with your quick or advanced search. To save your results to a list, select individual or all records and then select the Save as List action. Name the list and click the Save button. The list appears when you click the Lists submenu link and is identified with a Method of Personal.