Navigating the home page

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:

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. 

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
• To run an advanced search
• To filter records
• To save a search
• 
  
• To save a search as default
• To delete a search from the Saved Searches list
• To refresh search results list
• To run a simple search on the Search console
• To set preferences for search results

To run a simple search

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

To run an advanced search

1. To view the advanced search section on a console, click the Search arrow .
2. Fill out the fields and click Run Search. 

To filter records

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

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.

1. Run any advanced search.
2. Click Save Search.
3. Complete the Search Label, and click Save.  

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

1. Run any search.
2. Click Settings.
3. Select Set as Default.

To delete a search from the Saved Searches list

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

To refresh search results list

1. Run any search.
2. Click Refresh.

To run a simple search on the Search console

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

Setting preferences for search results view

Each time you search for records in the Cases, People, Tasks, and Solutions consoles, the search results are displayed in a table that by default includes columns, such as Modified Date, Record ID, Status, and so on. These columns are set in the Preferences of each console.

You can modify the Preferences by adding or removing columns that you would like to view.

To set preferences for search results

1. Open a console you would like to change preferences for.
2. Click Preferences.

1. Perform one or more of the following actions to change the preferences:

• To add a column to search results view, click Add Column and select a column from the drop-down list.
• To remove a column from the search result view, click Remove Column and select a column from the drop-down list.
• To set the interval at which the search result view should automatically refresh: 

1. 
   
   1. Select Set Refresh Interval.
   2. Enter a number in the Refresh Interval (minutes) field.
      The default 0 indicates that the table is not automatically updated.
   3. Click OK.

• To reset the results table columns and refresh interval to the default settings, click Reset.