Navigating the home page

This topic describes the features available on the home page of BMC HR Case Management and their usage:

Related topics

Roles and permissions

Configuring the application appearance

Note

The features that are available to you depend on your user role.

Home page layout and features

When you log in to BMC HR Case Management, the following home page is displayed:

You can access these features from the Quick Access bar available on the BMC HR Case Management home page:

Feature	Description	Reference topics
Actions menu	By using this menu you can access the following default features: Add Appointment—create an appointment event in your calendar Add Reminder—create a reminder about an event added in the calendar My Calendar—view appointments and reminders in your calendar Add Broadcast—create a company broadcast Add Case—create a case Add Solution—create a solution My History—view history of your operations in BMC HR Case Management My Profile—view and change some details in your profile, such as skills and challenge questions Open Document Library—access HR documents library Reporting Console—view BMC HR Case Management reports System Settings—access and customize system settings	Creating appointments and reminders Adding broadcasts Creating cases Adding solutions My history Modifying profile details Managing the document library Viewing HR Case Management reports Configuring system settings
Cases console	It displays cases that are accessible to you.	Processing and managing cases
Tasks console	It displays tasks that are assigned to you.	Monitoring tasks
Messages console	It displays notifications about records that have been recently updated.	Notification messages
People console	It displays user profiles.	Managing people records
Solutions console	It displays solutions that are by default available after BMC HR Case Management is installed, and all other solutions that have been created by HR agents.	Managing solutions
Search console	It displays full text search options for the following records: Cases Journals People Tasks Solution adhoc templates Solution articles Solutions Documents	Running search from the Search console

Consoles options

In each console described in the preceding table, the following options are available:

Actions bar—Displays actions available for a selected console
Search bar—Displays search options in a selected console
Filter preferences settings—Allows you to customize the display results table
Counts bar—Displays number of records returned as a search result in a selected console
Search results section—Displays a search results list
Summary section—Displays details summary of a record in a selected console

Searching for system records

You can search for records by running a simple full text search, or advanced search on the Cases, Tasks, People, and Solutions consoles. The advanced search enables you to search for records that are assigned to an individual or a group, created within a time period, that belong to a particular priority, and so on. You can also run simple search from the Search console, manage searches, and set a default search.

Tip

You can find all records in one of these ways:

Enter "%" into a search edit field, and run full text search. This applies to both simple search, and advanced search options.
Filter records by Show All option.

You can find records by entering a partial search criterion. To return search results, you need to type "%" before a search criterion, and after it. Thus, for example, if you type "compensation" in the search field, the search returns all cases where "compensation", and "compensations" are used.

The following procedures explain how to run simple and advanced search to find records in any of the consoles—Cases, Tasks, People, or Solutions.

To run a simple search

In the Search field, type a full text search criterion to find a record by name.
Click Run Search .

To run an advanced search

To view the advanced search section on a console, click the Search arrow .
Fill out the fields and click Run Search.
Click here to view a screenshot...

To filter records

Click Filter, displayed on the right side of the Search field.
Select an option from Search By, My Recent Searches, or My Saved Searches filter categories.

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To save a search

You can save your advanced search query, so that you can later filter your records by selecting your saved search from My Saved Searches category.

Run any advanced search.
Click Save Search.
Complete the Search Label, and click Save.
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The search is saved, and can be accessed in My Saved Searches filter.

To save a search as default

You can save the default search that displays each time you open the a selected console.

Run any search.
Click Settings.
Select Set as Default.

To delete a search from the Saved Searches list

Perform one of the following steps:
- Click Settings and select Manage Searches
- Click Expand Field Search and select Manage Searches.
Select a search that you want to delete and click Delete.

To refresh search results list

Run any search.
Click Refresh.
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To run a simple search on the Search console

On the BMC HR Case Management home page, click Search tab.
In the Search field, type a search criterion.
Click the Run Search icon.
(Optional) In the Search For pane, select any menu to review the results by a category.