Archive Search

Screens allow you to choose the fields (data) that appear on Summary pages. This procedure also organizes the data for the export feature. See Ticket Screen Configuration for details on defining and managing screens.

1. To the right of the Screen dropdown list, click Search. Result: The Advanced Search window appears

2. In the Advanced Search window, click Add Criteria, open the dropdown list, and choose field names/criteria to build your search:

                                                                       
   Criteria                                                                        

   Define the search by adding criteria. Some fields need to be configured  in the Search Condition column

                                                                                                                                                                         

   Criterion/Field	Description
   Contact Name	Contact name from ticket
   Contact Phone	Contact phone from Ticket. Used with Positive Response to the Excavator
   Creation Date	The date and time the item was created
   Dig Location	Address information provided by the One Call Center ticket. Choose location and date
   Dig Site	User draws area on the map to find tickets
   Division	A unit within a region. Regions are used to organize tickets. See Regions
   Due Time Renegotiation Count	The number of times the due time was renegotiated
   Excavator Name	Choose excavator name and received date (date ticket comes into system)
   Folder the Ticket is in	The folder containing the item. Folders are used to organize items
   Grid	The One Call Center provides grid data in the ticket, if applicable. Some grids are converted to latitude/longitude data. Not commonly used                                                                                               Choose grid (free text) and received date
   Last Response	Last response entered on a ticket
   Last Response Date	The date and time of the most recent response on a ticket
   Legal Hold	The legal hold prevents a ticket from being deleted by overriding the ticket retention feature
   Locate Date	Choose ticket locate date (date comes from locate time on ticket response screen) and received date
   Located By	The locator of the ticket. If the locator is in the system, it will be listed in either Users or Contractors
   Machinery	Equipment used by the excavator
   Map, Page, and Grid Cell	These are free text fields
   Person Assigned To	User the ticket is assigned to
   Quadrant	The smallest unit from the United States Public Land Survey System (PLSS), also known as Congressional townships or survey townships. The units in the system from largest to smallest: Township, Range, Section, Quarter/Quadrangle/Quadrant.                                                                                              One Call Centers provide this data on tickets, if applicable. Not commonly used
   Region	Regions are used to organize tickets. Regions are subdivided into divisions. See Regions
   Registration Code	Registration codes are created by One Call Centers to identify companies. The Registration code indicates who the ticket was received for
   Response Last Entered By	Who entered the last response on a ticket
   Smart Score	Smart scores are listed by name. Choose the score, then choose the numeric value to limit your results
   Status	Choose statuses and received date                                                                                              The status of the ticket results from actions taken by users or your company’s auto processing rules. There are four ticket statuses, all of which are system defined. A status is either open (user can work on it) or closed (user cannot work on it): Assigned (open): Ticket that has been assigned to a locator or contract locator Closed: Ticket that is closed In Ticket Folder (open): Ticket was placed in a folder by a user or an auto-processing rule Pending Your Research (open): Research needed because no auto processing rules applied, no rules were recommended, or  the ticket matches multiple rules
   Ticket ID	The identification number of the ticket (from the one call center)
   Ticket Text	Any words or numbers in tickets (full text search). How to search: Default Search: Finds tickets with the terms in the order you type them (Phrase Search). Type search terms: Oak Bridge Lane Exact Term Search: Finds tickets with all the terms, regardless of order. Type search terms in quotes and use “and” to combine them: “Oak” and “Bridge” and “Lane” Or Search: Finds tickets containing at least one of the terms. Type search terms in quotes and use “or”  to combine them: “Oak” or “Bridge” or “Lane”                                                                                              Searches are not case sensitive. These searches have the same results: Oak Bridge Lane oak bridge lane
   Ticket Type	Ticket types are defined by the One Call Center and come from the ticket
   Ticket Type Category	Use your One Call Center's ticket type categories: Aerial Damaged Utility Design Emergency Meet Recall Regular Revision Short
   Township, Range, Section, and Quarter	The smallest unit from the United States Public Land Survey System (PLSS), also known as Congressional townships or survey townships. The units in the system from largest to smallest: Township, Range, Section, Quarter/Quadrangle/Quadrant.                                                                                              One Call Centers provide this data on tickets, if applicable. Not commonly used

    
3. In the Search Conditions column, set a condition (conditions vary depending on the field you chose)
4. Optional. To add more fields/criteria, click Add Criterion and set a condition, if needed

5. New search vs default search: 

   • Overwrite default search: If you do not type a new search name in the Save As text box, your search replaces the default search that appears in the Saved Search list and the Save As text box

   • New search: If you type a new search name in the Save As text box, the new search is saved in the Saved Search list (and the default search is unchanged). If an advanced search is performed with an empty Save As text box, it is saved as "Default"

6. Click OK. Results: Search results appear. If you renamed the default search, it now appears in the Saved Search list. If you did not rename the default search, your new search criteria overwrites the criteria of the default search. If an advanced search is performed with an empty Save As text box, it is saved as "Default"
7. Optional. In the Screen dropdown list, apply a screen to the results. To create a screen, see Ticket Screen Configuration

1. Select tickets by checking the boxes on the left 

2. Take action on selected tickets                                                                                                                                                                                                                                                  

   Action	Description
   Email	Email to recipients you choose
   Export	Tickets are exported as a zipped CSV file in the queue in Analytics > Exports
   Print	Prints the tickets
   Update Legal Hold Status	Change the legal hold status of the ticket: Put ticket on legal hold: Prevents the ticket from being deleted by overriding the ticket retention feature and records the override in the ticket's audit history Remove ticket legal hold: Allows the ticket to be deleted by the ticket retention feature