Searches

Simple Search

Simple Search allows a quick way to filter the list of tickets.

Simple Search filter options:

Option	Description
Call Center	Select the call center you want to filter tickets for
Assignee	Dynamic list of utility locators assigned to tickets
Status	Open (includes both Incoming and Assigned), Any, Incoming, Assigned, Closed
Ticket Type	Damage, Design, Emergency, Insufficient, Large Project, Normal
Go (button)	Apply the filter to the list of tickets
Clear search (button)	Restore the ticket list with no filtering

You can combine various search criteria to refine your results. For instance, you can search for all tickets assigned to a specific locator (Assignee) that are marked as emergencies (Request type)

The columns listed in the Simple Search result set are:

Column	Description
[ ]	Checkbox to select multiple tickets for bulk edit/bulk close
Type	Normal, Emergency, Insufficient, Damage, Large Project & Design
No.	811-assigned ticket number
SA	Service Area. The primary type of utility assigned to the utility locate service request. The ticket can contain multiple service areas
Status	The current status of this ticket. Status values are:
	Open - Both Incoming (unassigned) and Assigned tickets
	Any - All Status values
	Incoming - Newly received and not yet assigned to a utility locator
	Assigned - Assigned to a utility locator but not yet closed/completed
	Closed - A resolution code has been assigned to this ticket
Assignee	Utility locator assigned to this ticket
Digsite Address	Address information provided by the contractor/requester
Work type	A description of the work to be done at this location, provided by the contractor/requester
Due Date	Assigned by the contractor/requester
Call Center	Call Center where the ticket was submitted from

Simple Search has a predefined set of data columns for the return data set.

Advanced Search

Advanced Search offers powerful functionality to define, save, and reuse complex filtering criteria. It includes filtering groups and associated filters, allowing you to apply either “all” or “any” of the filtering groups to refine your results.

For advance search, click on the search icon at the top right corner of the page.

The columns available for filter contains all data associated with a ticket such as:

• Data delivered by the 811 agency service request

• Additional fields created by the BOSS811 application (such as tags)

• Any custom field added to the application

Defining a new filter

The steps to defining a new filter:

1. Click on the Add a filter group button.

2. Select whether to apply any or all of the filter criteria by using the dropdown menu in the Show results where any/all of the following match option.
   For example,

   • use the "any" option to select records where the status = "Incoming” or the status = “Assigned”.
   • If you needed both conditions met to select a ticket, use the "all" option.

   

3. Click on the Add a filter button to define a filter.

4. Select a field to use in the filter.

5. Select an action to take on the selected field

6. Select a value to use in the filter (if applicable)

7. Select the fields/columns you want in the return set.

8. Click on the Apply button to see the results of the filter.

9. Click on the Save As search button to save the filter and to save the columns displayed in the result set.

10. Click on the Clear button to reset the filtering.

Running a saved search

A saved search is a feature that allows you to store specific search criteria for later use. Instead of setting up the same filters repeatedly, you can save your custom search settings and quickly reapply them with a single click.

Saved searches are displayed in the "Saved Searches" dropdown list. Click on a saved search name to apply the filter.

Boundary Search

Boundary search, as an additional search, helps users understand the active filters by showing them directly in the result table.

For the Boundary search, follow the steps mentioned below:

1. Click on the Tickets icon

2. Click on the Map View icon at the top. The map view will appear.

   

3. Click anywhere on the map to place the first vertex. Then, move the cursor to draw a rectangle, square or multi polygon on the map, and click again to complete selecting the desired area.
   

4. The active filter will appear in the right hand side in the result table.

For example, if you select the "Open" filter from the dropdown and use the polygon for the boundary search, all currently applied filters will be displayed in the results table.