Search Tracking

What is a Search Tracking?

The search tracking is a tool, which can be utilized to view all documents that have been created from a requisition. If a document type and number is entered for a document other than a requisition, the system will go backwards to find the requisition and forward to find all documents created from that requisition.

How do I Initiate the Search Tracking Screen?

In order to initiate the search tracking screen from any point in the system, the mouse is placed over the purple Search link at the top of the screen to view the drop-down menu. Placing the mouse over the Tracking option in the menu will bring up a blank search tracking screen that can be used to search for documents related to an existing document.

How do I Track a Document on the Search Tracking Screen?

From the search tracking screen a document number must be entered and a document type must be selected from the drop-down menu. The red asterisk by these two fields indicates they are required to complete the search. However, in order to narrow the search even further, Fiscal Year can also be selected from the Fiscal Year drop down box. While the Fiscal Year is not required, it is beneficial to enter all known information. Once all known information has been entered on the search tracking screen, clicking on the Search button will start the search, and the results will be displayed beneath Search Results at the bottom of the screen.

The first document to appear on the screen will be the requistion. The status of the requisition will also appear. All documents created from that requisition will also appear with the status of that document.