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Advanced Investigation Search

The "Advanced Investigation" tab allows investigations to be searched in much greater detail than the normal Find screen.

  • This search does not depend on the settings in the "Basic Search", and the "Basic Search" tab does not depend on this tab.
  • The Advanced Investigation tab will only be visible for users with the "FIND" and "RISK.VIEW" rights.
  • Choices in the drop-down boxes will only be populated after the client has performed a sync.

Advanced Search tab

Description of the search fields:

  • Region - drop-down box containing the possible region options. The Region criteria will not be visible unless the user has the "RISK.VIEW.REGION" right.

  • Customer Region - drop-down box containing the possible customer region options

  • Client Claim Number - free text

  • Ticket Type - type of the ticket associated with the investigation

  • Ticket Number - ticket number of the ticket or damage ticket associated with the investigation

  • Locator - name of the locator who worked on the ticket associated with the investigation. This will search only for the last person who worked on the locate.

  • Locate Date - date when the locator arrived to locate the ticket associated with the investigation.

  • Utility Type - drop-down box with the possible utility types. This searches in the facilities associated with the investigation.

  • Utility - the name of the utility from the facility associated with the investigation

  • Damage Date - damage date from the facility associated with the investigation.

  • Excavator - from the facility associated with the investigation

  • Facility Type - from the facility associated with the investigation

  • Facility Sub Type - from the facility associated with the investigation

  • Responsibility - from the facility associated with the investigation

  • Reason - from the facility associated with the investigation

  • Reason Detail - from the facility associated with the investigation

  • Claim Amount - searches for investigations which have a total amount for all invoices in the given range. It is possible to only enter one of the values, so the user can search with only an upper limit or lower limit specified.

  • Paid Amount - searches for investigations which have a total paid amount for all invoices in the given range. It is possible to only enter one of the valuess, so the user can search with only an upper limit or lower limit specified.

  • Estimated Amount - searches for investigations which have a total amount for all estimates in the given range. It is possible to only enter one of the values, so the user can search with only an upper limit or lower limit specified.

  • Invoice Number - searches for investigations with at least one invoice number containing the number provided to search for.

  • Paid, Compromised, Disputed - searches for investigations with at least one invoice with the specified status. NOTE: This field applies to the invoices on investigations, not the investigations themselves. For instance, if an investigation has no invoices, then if you search for Paid = "No", investigations without invoices will not be included in the results.

  • Check Date - searches for investigations with at least one invoice with a check date within the specified range

  • Question - A search for the investigations which have a specific answer for the question. The Question criteria will not be visible unless the user has the "RISK.VIEW.QUEST" right. Depending on the question type this field will change type:

    • Yes/No
    • Date
    • Text

Using the "Search in visible results" option you may limit the extent of the search.
Search in visible results
For example, you may perform a basic search from the first tab and then switch to the "Advanced" tab and perform a more detailed investigation search.

If there are no results in the screen, this option is ignored.

When a search finds more then 1000 results, it will always display 1001 as the count at the bottom to indicate that there are more results.
More than 1000 results

To clear all search criteria you have entered, click the Clear button located to the right of the Search button.

Just as you can from the Basic Search tab, you may also launch certain reports from the Advanced Investigation tab. The Export to CSV button is also a drop-down box. A different report can be selected by clicking the arrow on the right side of the button. The following reports are available in this box:

Once you have made your choice, it will appear on the button. Click the button to launch the report.

To launch the Investigation Detail report, an investigation in the list must be highlighted. The Investigation Summary report will include all investigations highlighted in the list.

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