Searching for Data Values in OneUSG Connect

   Overview   

The system uses lookups and drop-down lists to add and validate system data.

Lookups allow you to search for specific values to refine your search results.

Drop-down lists provide the valid values that can be used in available fields and make it easier to supply the correct value.

On pages where you have to add or search for data, you may be asked to provide values. Lookups and drop-down lists may be provided to limit selections to pre-defined values.

In this article you will learn to use the lookups and the drop-down lists to provide data.

1. Step 1

Manager Self Service page with the Review Transactions tile highlighted.

First, log into OneUSG Connect

Drop-down menus are provided under many fields and pages to search for data.

Example shown above: Click on the Review Transactions tile. 

2. Step 2

Review Transactions search page displayedwith the Approval Status drop-down list highlighted

The Review Transactions search page is displayed. 

The Approval Status drop-down list provides the valid values that can be used in the field. This makes it easier to supply the correct value.

Click the dropdown list. 

3. Step 3

Review Transactions search page displayedwith the All list item highlighted

Select one of the options displayed. 

Example shown above: All

4. Step 4

Review Transactions search page displayed with the lookup magnifying glass highlighted

Click the lookup magnifying glass to the right of the Approval Process field.

5. Step 5

Lookup Approval Process pop up window displayed and highlighted

There may be many values in the list. Only the first 300 will be retrieved in a search.

If your value is not in that list, you will need to narrow the selection using the Search By field. 

6. Step 6

Lookup Approval Process pop up window displayed with the begins with field highlighted

Enter a value as requested in the fields that are displayed. The more specific you are, the more refined the search becomes.

This Basic Search is looking for values that begin with the values you enter.

Enter appropriate information into the Search by field.

Example shown here: " Job ".

7. Step 7

Lookup Approval Process pop up window displayed with Look up button highlighted

Click the Look Up button.

8. Step 8

Lookup Approval Process pop up window displayed with the JobActions link highlighted

The Search Results display values that match.

Click the correct value.

Example shown above: JobActions

9. Step 9

Review Transactions page displayed with the Approval Process field highlighted

The selected value is added to the original search field.  

10. Step 10

Lookup Approval Process pop up window displayed with the Advanced Lookup link highlighted

There is also an Advanced Lookup feature which offers slightly different options for searching.

11. Step 11

Lookup Approval Process pop up window displayed with the Search fields highlighted

This type of search offers more selection of fields and operators.  

12. Step 12

Lookup Approval Process pop up window displayed with the Begins with drop down list highlighted

Contains is a good option as an operator if what you are searching for contains a specific word but that word may not be positioned at the beginning.

Click the Description list of operators.

13. Step 13

Lookup Approval Process pop up window displayed with the Contains option highlighted

Click the contains list item.

14. Step 14

Lookup Approval Process pop up window displayed with the Description field highlighted

Enter a word or phrase that you expect to be in the description.  

Enter " position " into the Description field.

15. Step 15

Lookup Approval Process pop up window displayed with the Lookup button highlighted

Click the Look Up button.

16. Step 16

Lookup Approval Process pop up window displayed with the BORGSSChangePosn option highlighted

The Search Results list all of the transactions that contain the word or phrase you specified. Select the appropriate option. 

Example shown above: BORGSSChangePosn

17. Step 17

Review Transactions page displayed with the Approval Process field highlighted

The value is displayed in the field and you can continue your search.