Not logged in - Login

Searching for Check-Ins

Nav Menu » Search \ Check-Ins

Depending on your level of permissions, you may or may not be able to Search for Check-Ins. Click Search from the Nav Menu on the left-hand side of the screen and select Check-Ins. This takes you to the Advanced Search Check In screen. From here, you can customize the search parameters by selecting boxes with the two small triangles (on the right side of the box). Choose from a number of variables depending on what Check In(s) you’re searching for. When you are finished customizing your search criteria, click Search. This will show the Check-Ins you searched for.

Clicking the Export box will allow you to export all your Check-Ins, or Check-Ins you Select to either a .csv (comma separated value) file, or directly to a Microsoft Excel file (.xlsx).

If you’d like to choose the results you want to export that you found from your search, highlight them by clicking anywhere in their row, then click the Export box and choose either Selected or Selected-Excel.


Fields on the Advanced Search Check-Ins page

Returned By - Click anywhere in the Returned By field to bring up a list of options to choose from. Next, in the box to the right of the Returned By field, type in a User for your search parameter.

Checked In By - Click anywhere in the Checked In By field to bring up a list of options to choose from. Next, in the box to the right of the Checked In By field, type in a User for your search parameter.

Check-In Date - Click anywhere in the Check-In Date field to bring up a list of options to choose from. Next, in the calendar box to the right of the Check-In Date field, type in a date, or click the calendar icon and choose the Check-In Date you’d like.

Location - Click anywhere in the Location field to bring up a list of options to choose from. Next, in the box to the right of the Location field, type in the Storage Location for your search parameter. You may click the checkbox to Include Sublocations in your search.

Notes - Click anywhere in the Notes field to bring up a list of options to choose from. Next, in the box to the right of the Notes field, type in Notes for your search parameters.

Offices - Click anywhere in the Offices field to bring up a list of options to choose from. Next, in the box to the right of the Offices field, type in an Office for your search parameter (your default office should already be listed).

Buttons on the Advanced Search Check In page

Search - Once you have entered all of your parameters, click the Search button to search cases.

Clear - Click this button to reset all parameters.

Save - Click here to save a copy of the Search containing the parameters you’ve chosen.