In addition to being able to filter for documents according to the template that it was created from, and its status, UniPhi also allows you to perform an advanced search. The advanced blue SEARCH icon includes additional search fields based on any of the document custom lists that have been created for your organisation’s deployment of UniPhi.
Your UniPhi administrator is able to create custom checklists and drop-down lists that can then be applied to any relevant document of issue. Once a custom list has been applied to a document it will appear as a searchable option within the Advanced Search function.
Advanced search allows you to search the actual contents of your UniPhi generated documents.
By typing a word or a phrase into the Keyword Search field, UniPhi will locate any document that matches your phrase.
As a simple example of how this feature works, let’s assume that your organisation stores design drawings. Each of the design drawings will relate to a specific trade or discipline. Rather than having multiple design drawings per project, and not knowing which trade or discipline they relate to, and instead of creating a template per each trade discipline, you can select the specific trade discipline as the document is created. By adding in a single step that prompts the document author to nominate the trade, it is then possible to locate a design drawing according to the trade discipline that it relates to.
Depending on your organisation and the data that is being captured via your document templates, the number of custom lists used can vary. Regardless of the number of lists, UniPhi will present each of these lists within the advanced search function.
The Advanced Search feature allows for a wide range of search criteria to be applied, including project start/end dates, document modified date range, and keyword search
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