Query

Perform a search query using multiple criteria. Saved queries keep your search criteria, so you don't have to reselect them each time. When the system finds multiple records from a query or search, it displays the results as a list of records, allowing for updates or viewing of the information,

Several types of queries are available to search for records. Perform a query based on a single field or multiple fields across different tabs. A list of records that match your search criteria is returned. If the query returns only one work order, the work order update page displays.

Navigate to Work orders > Query.

Run query

Perform a one-time query based on the search criteria you choose.

1. Go to Work orders > Query.

2. On the Query page, select the criteria you want to use for your search from the available fields. You have the option to select one or more fields.

3. Move through the tabs across the top and choose additional fields to base your search on. To clear all your selections and start over, click Clear all.

4. Click Run query.

   The system returns a list of records matching your criteria. Filter the list and move or resize the columns.

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, 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 as favorites from the Actions menu.

   The query saves to your Favorites list.

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

   The query is removed from your Favorites list.

Remove query

Remove a saved query if it no longer serves a purpose or the information it retrieves has become irrelevant. This helps to keep your saved queries list uncluttered. You cannot remove system queries.

• In the Saved queries list, on the left side of a row, select Remove query from the Actions menu.

  The query is removed from the Saved queries list.