Query Procedures

On Query page, perform queries to access procedures and sub procedures.

Navigate to Procedures > Query.

Run query

Perform a one-time query based on a procedure number or other search criteria.

1. Go to Procedure > Query.

2. In the Main tab, under the Required section, enter a procedure number or any other details you want to use for the search.

3. Go to other tabs and enter more details.

4. Click Run query.

   The system returns a list of procedures matching the search criteria. If one procedure is found, that procedure's page opens.

5. To view a procedure in the list do one of the following:

   • Select Update from the Action menu located to the left of the row.

   • Click a procedure number.

Saved queries

Saved queries save time by removing the need to re-enter the same search criteria each time you perform the same search. This is valuable for complex searches involving multiple criteria across tabs and helps prevent errors when reconstructing a search. If you saved queries in Classic TMS, you can access them in Accruent TMS.

1. In the Actions menu on the upper right, select Saved queries.

2. In Saved queries, select one of the following:

   • All: Shows all queries including recent and saved.

   • Recents: Shows a list of queries you used recently. Enter the number of days in Number of days to view your recent queries.

   • Saved: Displays all your saved queries

   • Favorites: Shows a list of queries you added to favorites.

   A list of saved queries displays, based on your selection.

3. On the Actions menu located on the left of a row, select Run query.

   The system returns a list of records matching your criteria. Filter the list to organize the records in a more understandable way.

Favorites

For convenience, add saved queries to your Favorites list. Favorites provides quick access to your frequently used queries, saving you time. Also, remove saved queries from your Favorites list when they no longer serve a purpose.

1. In the Saved queries list, on the left side of a row, select Add to favorites from the Actions menu.

   The query saves to your Favorites list.

2. If the query is already in your favorites list, select Remove from favorites from the Actions menu.

   The query is removed from your Favorites list.