SDM-DesignTracker 5.0 User Guide - MKS

120 • SDM-DESIGNTRACKER 5.0 USER GUIDE
Note: Whether you are using the Record Selection or Extended Record
Selection subset to create your report, the system defaults to the values
established the last time the report was submitted. If these are the parameter
requirements needed for the report, you can press ENTER and submit the
report without accessing and viewing each panel (you can press ENTER to
submit the report from any of the Service Request Report panels).
2. The Print Service Requests Standard Report function consists of two
panels. Information on these panel include:
a) The subset values established in Work with User Profiles panel
option 7=SR subset values. Your ability to change the default
values depends on your defined subset authority.
b) Identify the report parameters. Accept the subset defaults, or if
your authority permits, identify specific selection criteria for this
report. Determine if the report is submitted to batch or run online
(system default is 1 to submit to batch).
c) After all report requirements are determined, press ENTER to
submit the report and redisplay the SDM-DesignTracker main menu.
3. The Select Records function allows you to create a report using specific
selection criteria with “And/Or” comparison functionality.
a) Enter the name of the field(s) you want to search. You can press F4
on this field to choose from a list of valid field names.
b) Select the Test parameters to compare the field with a specific
value. You can press F4 on this field to choose from a list of valid
Test parameters.
c) Enter the value you want to search for in the selected field. You
can enter a specific value or press F4 to select from a list of valid
values for the selected field.
d) Use the And/Or field to identify how the values are searched when
the expression contains more than one character string. For
example, if you want to search for all requests that have a status
code of pending and an expected date of 950220, or you want to
include all requests for customer ABC or that have a status code of
AP (approved).
There is no limit to the number of And/Or string comparisons that
can be entered. However, use caution when selecting your
comparisons⎯too many comparisons can create a blank report.
e) Once all report requirements are determined, press ENTER to
submit the report. The system first validates the selection criteria
and redisplays the Define Subset panel.
f) Press ENTER again to submit the report and redisplay the SDM-
DesignTracker main menu.