Working with Search Lists

   Overview   

Search lists are returned when more than one record matches entered search criteria. The lists can be used to retrieve similar records for view or update.

The search pages for each component in the classic view provide criteria to limit records to use or allow you to retrieve the first 300 records in the database if you do not specify criteria.

In this article, you will learn how to use the controls within any Classic View search results list.

1. Step 1

UGA Financials homepage displayed with the Classic Home tile highlighted

First log into the UGA Financial Management System. 

Click on the Classic Home tile. 

2. Step 2

Classic Home page displayed with the View link highlighted

Navigate to the relevant page where you will conduct your search. 

Example shown above: Main Menu > Travel and Expenses > Expense Report > View

3. Step 3

Expense Report search page displayed and highlighted

The search page is displayed. There are many crtieria you can use to conduct and refine your search.

Example shown above: Expense Report search page

4. Step 4

Expense Report search page displayed with the Search button highlighted

Click on the Search button to generate a Search List. 

5. Step 5

Expense Report Search Results page displayed with the Search Results link highlighted

After clicking the Search button for any Classic View search, all available matches are displayed below the criteria in the Search Results section.

You can re-sort this list by clicking on any of the column headers to create an ascending or descending sort based on that column.

6. Step 6

Expense Report Search Results page displayed with the Name Column highlighted

Click the Name column header to sort the list alphabetically by name.

Note: Employee information has been redacted for privacy.

7. Step 7

Expense Report Search Results page displayed with the Name Column highlighted

The list is now sorted alphabetically by name.

8. Step 8

Expense Report Search Results page displayed with the Report Status Column highlighted

Click the Report Status column header to sort the list alphabetically by report status.

9. Step 9

Expense Report Search Results page displayed with the Report Status Column highlighted

The list is now sorted alphabetically by report status.

10. Step 10

Expense Report Search Results page displayed with the Page drop down menu highlighted

You can click on the dropdown menu at the top right of the search results table to navigate to a specific page. 

11. Step 11

Expense Report Search Results page displayed with the View All Column highlighted

Click the View All link to display all search results on one page.

12. Step 12

Expense Report Search Results page displayed with the searched results highlighted

All search results will be displayed. Scroll down to view if necessary. 

13. Step 13

Expense Report Search Results page displayed with the View 10 Column highlighted

Click the View 10 link to display only the first 10 search results.

14. Step 14

Expense Report Search Results page displayed with the >| button highlighted

Click the >| button to scroll to the very last page of search results.

15. Step 15

Expense Report Search Results page displayed with the Page drop down menu highlighted

The very last page of search results is displayed. 

16. Step 16

Expense Report Search Results page displayed with the |< button highlighted

Click the |< button to scroll to the very first page of search results. 

17. Step 17

Expense Report Search Results page displayed with the > Right Arrow button highlighted

You are returned to the first page of search results.

Click the right arrow to scroll to the next page of search results.

18. Step 18

Expense Report Search Results page displayed with the Page drop down menu highlighted

The second page of search results is displayed. 

19. Step 19

Expense Report Search Results page displayed with the < Left Arrow button highlighted

Click the left arrow to scroll to the previous page of search results.
 
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