Using the Global Search and Add Function
In the header of TheWorxHub, the Global
Search and Global Add functions are always
visible no matter what page you're on.
Using Global Search
1: Select Search Options
Select what you want to search from the list of options in the
Global Search function's Search In list.
Note: Users with manager access can
use Global Search to search work orders, requests,
assets, staff profiles, and much more. Users with requestor or
technician access have search options tailored specifically to
2: Enter a Search Term
Enter a search term in the Global Search field,
then click the button on the right, or press your Enter key on your
3: Refine Your Search
The results of your initial search are displayed on a
Search grid. Use the filters above the grid to refine
your search even further (for example, by date range or location in
a work order search). Clicked the blue hyperlinked portion of the
record to open it.
Tip: Use the Show entries
option at the top of the Search grid to customize the
number of items it displays at one time.
Using Global Add New
When you click the Add New button, a drop down
list of options appears. Click the item that you wish to add. A new
smart tab opens allowing you to enter the details for a new
Because the Add New button is visible from all
pages, you can easily add any type of new record from any page in
the system. For example, if you're currently looking at a Fixed
Asset record, and you get a call about a new work order, you can
quickly click Add New > Work Order to enter that new work order
without having to navigate elsewhere.
Print this page