Why Refine Search Results?


When searching records in HPERM, users may find that returned results contain items not needed. Refining search results can eliminate this issue.


Refining Results Using Filter


The Filter tab of the search function can be used to filter your results based on disposition or record class. Within the search dialogue box, click on the Filter tab and either check or uncheck the items you do or do not want returned.


In this example, the only record types that will be returned are records that are still active AND have a record class of “vital.” All other search results will be excluded from the results.


Refining by Record Types


The Record Types tab of the search function can be used to narrow down the record types returned in your search results. Within the search dialogue box, click on the Record Types tab and either check or uncheck the items you do or do not want returned.


In this example, the only record types that will be shown in the search results are Finance Documents. All other record types will be excluded from the results.



The Benefits

Utilizing these options to help narrow down search results can greatly reduce the number of documents received back. This is especially true when searching for words that may be present in a large number of documents within the system.