How to search for TCRs

The “Show/Search TCRs” is the first page that is presented after the successful login in the tool. Using this functionality, users can define various filtering options to search for specific TCRs and present them in three different views: List view, Gantt view, and Map view. All the searched TCRs are presented permanently in all three views, that means that the same TCRs listed in the List view are presented in the Gantt and Map views and vice versa.

There are three different filtering options (marked in the image with rectangle objects):

 

Filtering by date

Date filtering is presented on the top of the page of each view (List, Gantt, Map) and will be used to search the TCRs per specific date or validity period (presented in the red rectangle). Users will use this filter to make the first basic search for the TCRs. By default, the period of 6 months is selected (starting from the current date). For the fast data entry and search for a specific period, the following “Time” buttons can be used:

  • “d” – a one day period
  • “w” –a weekly period
  • “m” – a monthly period
  • “q” – a quarterly period
  • “y” – a yearly period
  • “<” – a previous period (related to the “from” and “to” values)
  • “>” – a previous period (related to the “from” and “to” values)

Click on these buttons, the “from” and “to” values will be changed accordingly, by calculating from the current date (e.g. if the current date is 13th June 2019, clicking at the “d” button the next day – 14th June 2019 will be presented in the “from” and “to” fields, or by clicking at the “w” a period from 13.06.2019-19.06.2019 will be presented, etc).

Two additional buttons are used to select a previous (“<”) or next (“>”) period relative to the selected period. These two buttons are only effective if the period (“from” and “to” values) is automatically filled by clicking one of the “Time” buttons. In the case of manual change of one of these values, these two buttons will be disabled.

Explanation of the other attributes:

 

Extended filtering

The extended filtering is used in the combination with the “Filtering by date”, to filter the TCRs by additional parameters. Any combination of these additional parameters is acceptable. That means that the filter parameters defined in the “filter by date” will be used together with these additional parameters defined in the “Extended filter” form.

The extended filtering form is opened by clicking the “Extended…” button (marked in the green rectangle). The search form with additional parameters is presented as shown below:

 

Users can define any combination of the parameters explained in the table as follows:

After clicking the “Search” button, the tool starts with searching all the TCRs that satisfied the entered search parameters, including the dates defined at the top of the page.

The “Close” button quits entering the search parameters and closes the search form.

 

Results filtering

After the filtering from the previous searches finishes, the list of the TCRs, that satisfied the entered parameters, is returned. Depends on the number of the TCRs imported in the tool and also, depends on the defined filters, a bigger or a smaller number of records will be returned.

In more cases, it is not easy to find (position) on specific TCRs on the list. To avoid this situation and make it easier to find an individual record, the filter of the results could be used (marked in the blue rectangle).

Using this filter, the results can be filtered by the following parameters:

  • IM reference ID
  • Location from
  • Location to

The entered value in this search field should not be exact. The entered value can contain the part of the whole value of the TCR presented on the screen.  Any part of the value of these two parameters could be added to filter the results. All three columns will be searched with the entered value and the result will present the records in which at least one of the column contain the entered value.

 

Save the filters

Users can define and save the filters to avoid filling in the parameters each time they access the TCR Tool. This can be done by using the “Save filter” button (marked in the brown circle).

To save the filters, the user must do the following steps:

  • Set up one or more parameters for the filter (using the parameters related to the dates and extended parameters – explained above)
  • Save the filter by clicking the filter icon

  • Select the “Save filter” option

  • In the “Save filter” form enter the name of the filter and define is this filter will be used as default or not.
  • Press the “OK” button to finish the saving

Users can define more filters.

The default filter can be only one and this will be applied immediately after entering the tool. The other filters can be selected by clicking the filter icon and select the filter name that we want to apply.

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