Performing a Global Directory Search
The Global Search screen is the default screen that displays when Smart Web is accessed. This screen enables operators to search for profiles (people and functions), on-call groups, and directory records (such as departments). The record type is displayed for each record: Profile, On-Call or Directory. The name of the record, title, department, and alias is also included. The parent record for a department, if one is available, also displays.
If the record can be paged, the pager icon displays which can be clicked to send a page. In addition, the search results include other icons which are used to display and update on-call assignments.
The search results consist of a row for each record for a person, including any alias information. An alias for a person is considered a separate record and is displayed in a separate row. For example, if a user has one or multiple aliases, one row displays for each alias record. Note that this is different from the Directory Search screen, where all aliases for a person are displayed in the same row in the search results.
This screen also includes links to access the Directory Search, Paging, and On-Call Search screens.
Logging In Before Searching
The Global Search screen can be accessed without logging in to Smart Web. The operator is able to search for records, review on-call assignments for a profile, and send pages.
When the operator logs in to Smart Web, the operator is also able to make on-call assignments for the on-call groups to which the operator is allowed access. The ability to update on-call assignments is determined by the ATMS role assigned to the operator’s user account and/or whether the user is assigned as an administrator to the on-call group.
ATMS roles and on-call group administrator assignments can be made in Smart Center only.
NOTE: If you search for a record in the Global Search screen, you must leave or clear the screen before you are able to log in to Smart Web using the Login link in the title bar.
Searching for Records: Profile, On-Call, and/or Directory
When searching from the Global Search screen, you can choose the types of records you want to search for by selecting the appropriate Search On options: Profile (people and functions), On-Call, and Directory. You can choose only one option or any combination of them.
Only one search field is available, but you can use any criteria as the search string. For example, if you entered “555” as the search string, any record that contains “555” in the fields searched on is returned. The search is performed on the following fields: directory name, long name, alias, last name, first name, middle initial, salutation, pronunciation, messaging ID, pager ID, and phone number.
Identifying Records by Type and Color
The records are identified by color and by the entry in the Type column in the screen. The colors can be configured specifically for your organization. The default color and the profile type are shown in the table below.
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Profile |
Select the Profile option to search for people and functions. Display color: BRIGHT RED Type: Profile |
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On Call |
Select the On Call option to search for on-call groups. Display color: DARK RED Type: On Call |
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Directory |
Select the Directory option to search for directory records. Display color: GREEN Type: Directory |
Columns and Icons in the Screen
For each record that displays when a search is performed in the Global Search screen, the record type, titles, and department displays. A set of icons also displays which gives more information about the record and also enables the operator to send a page or review and add on-call assignments. Whether a particular icon displays depends on the privileges for the user logged in. For example, if the user does not have permission to update on-call assignments, the on-call assignments icon does not display.
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Click the pager icon to send a page to the profile. A message displays if a page cannot be sent. For more information about paging from this screen, please refer to Paging from the Global Search Screen. |
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Click the on-call assignment icon to review the on-call assignments for the profile. For more information about reviewing on-call assignments from this screen, please refer to Reviewing On-Call Assignments from the Global Search Screen. |
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Click the add on-call assignment icon to add an on-call assignment to an on-call group. When you click this icon, the on-call Block Assignment screen displays. NOTE: This icon only displays if the operator has logged in and has the privileges to update on-call assignments for the on-call group. For more information about adding on-call block assignments, please refer to Scheduling On-Call Assignments using the Block Scheduler. |
Printing the On-Call Assignments and Exporting to Outlook
The on-call assignments for a profile can be reviewed in the Global Search screen. When displayed, an operator can choose to print some or all of the assignments and to export some or all of the assignments to Outlook.
When printing, the operator can print the current page of assignments or print all of the assignments. If the operator chooses to print all of the assignments, the number of assignments displays before the print screen displays to alert the operator. If the number is large, the operator can choose to not print all of the assignments.
An operator can also choose to send some or all of the assignments to the Outlook calendar on the local PC on which the operator is currently logged in. Smart Web must be added to the browser as a trusted site before the assignment can be placed in Outlook.
Searching in the Global Search
Screen
Paging from the Global Search Screen
Reviewing On-Call Assignments from
the Global Search Screen
Updating On-Call Assignments
for an On-Call Group from the Global Search Screen