General searches in Process Safety Enterprise® result in many pages to sift through. For more targeted results, search projects using a query. Users can narrow down results by searching with many criteria at once, such as Project Number, Project Name, Category, Status, Client, Team, etc., to return the correct result the first time.
To search for projects by a query, follow these steps:
- Go to the "Project" top menu, select "Search", and then "Query"
- Click "Start a new search"
- Select the checkboxes for display field to display search results, check the search field checkbox for search criteria
- Click "Save Query" button to save the query