How to: Set up Incident Search
The Incident Search Setup page lets the user determine which fields from which tables are either used to search for records that are the source of an incident or for earlier entered incidents.
This page also allows for linking source tables to the corresponding fields in the incident registration table. In this way the system will be able to search in source tables on the one hand and registered incidents on the other for the same piece of data.
Part of the content delivered with this solution is a Rapid Start package called "Incident Management". This package contains an example incident search setup, containing the following data:
- Customer info (3 fields)
- Vendor info (3 fields)
- Item info (2 fields)
- Posted Sales Shipment info (header + line, 6 + 8 fields)
- Posted Purchase Receipt info (header + line, 6 + 8 fields)
- Posted Sales Invoice (header + line, 6 + 8 fields)
- Posted Purchase Invoice (header + line, 6 + 8 fields)
- Posted Sales Credit Memo (header + line, 6 + 8 fields)
- Posted Purchase Credit Memo (header + line, 6 + 8 fields)
- Salesperson/Purchase (1 field)
- Lot No. Information (7 fields)
- Item Variant (3 fields)
- Resource (3 fields)
- Location (1 field)
Listing the fields makes them immediately searchable from the incident search page. It allows the system to look through all the defined tables for that field and show the results. Once an incident entry is made, values from these fields can be shown in the incident record as additional information
Please note that although it is possible to link almost any table to the incident search setup, we advise not to so, due to performance reasons. A global search for a specific value across all tables can lock up the system, we advise the use of the "Advanced Search" functionality when more than 5 tables have been set up in the Incident Search Setup.