SDM-DesignTracker 5.0 User Guide - MKS

124 • SDM-DESIGNTRACKER 5.0 USER GUIDE
Note: 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 Summary Report panels).
2. The Print Service Requests Summary Report function consists of two
panels. Both panels reflect the subset values established for you in
Work with User Profiles option 7=SR subset values. Your ability to
change the default values depends on your subset authority.
a) 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).
b) Once all report requirements are determined, press ENTER. The
system validates your selections and redisplay the Define Subset
panel.
c) Select another subset option or press ENTER again 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 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.
4. The Select and Sequence Fields function allows you to specify which
fields to include on the report and in what sequence they display.
Enter the sequence subset and press ENTER. The system validates the
sequence criteria and redisplays the Define Subset panel. Select another