General Search Tab Fields

The General tab contains several search fields such as case type, status codes, and location as well as other related items.

Search General Tab

  • Type: Select a case type.
  • Type Desc: Enter a description of the case type.
  • Subtype: Select the case subtype.
  • Subtype Desc: Enter a description of the case subtype.
  • Number: Enter the case number.
  • Location: Enter the location or address of the case.
  • Project Code: Enter the project code attached to the case.
  • Project Desc: Enter a description of the project.
  • Default Text: Enter default text here.
  • Comments: Enter any comments associated to the case.

  • Facility Id: This is the Facility Id for the building where the asset is located. This field automatically populates if an asset is attached to the work activity. If multiple assets are added to the work activity, the first asset with a Facility Id defined is used. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer for 15.8 Guide for more information.

  • Level Id: This is the Level Id for the floor where the asset is located. This field automatically populates if an asset is attached to the work activity. If multiple assets are added to the work activity, the first asset with a Level Id defined is used. This corresponds with the facility and level IDs set up for assets in the geodatabase. See Add an Asset Type in the Designer for 15.8 Guide for more information.

  • Initiated By: Select the person who initiated the case (or originally created the case) and the time period it was initiated. See Search Within a Date Range for more information on using the calendar icon.
  • Accepted By: Select who the case is accepted by and the time period it is accepted. See Search Within a Date Range for more information on using the calendar icon.
  • Issued By: Select the person who issued the case (or marked the case status as Issued) and the time period it is issued. See Search Within a Date Range for more information on using the calendar icon.
  • Modified By: Select the person who modified the case and the time period it was modified. See Search Within a Date Range for more information on using the calendar icon.
  • Assigned To: Enter the login ID of the person to whom cases are assigned.
  • Expiration Date: Search for cases within the expiration date range. See Search Within a Date Range for more information on using the calendar icon.
  • Priority: Enter the case's priority.
  • Status: Select from a list of status codes defined by your administrator. See the Status Codes section in the PLL Admin for 15.8 Guide for more information.
  • Status Code: Select from a list of predefined system status codes.
  • PublicApp Cases: Select Y if the case is a Public Access case, or leave it blank or select N if the case is not a Public Access case.
  • Tag: Enter the name for an individual case. This can be useful in tracking and organizing large projects that comprise many different cases.

Business License Section Fields

Use the Business License section to search for related business license cases.

Business License Search

  • License: Select Y if the case has a business license, or leave it blank or select N if there is no business license.
  • Name: Enter the name of the business.
  • Type: Enter the type of business, such as a corporation (LLC, S-Corp, or C-Corp), sole proprietorship, or a partnership.
  • Category: Enter the category of the license, such as entertainment, computer services, or restaurants.
  • State Id: Enter the state tax ID number for the business.
  • Federal Id: Enter the federal tax ID number for the business.

Cases with Related Items Section Fields

Use the Cases with Related Items section to search for related cases.

Cases with Related Items Search

  • Related Cases: Select Y if there are any related cases, or leave it blank or select N if there are no related cases.
  • WorkOrders: Select Y if there are any related work orders, or leave it blank or select N if there are no related work orders.
  • Requests: Select Y if there are any related service requests, or leave it blank or select N if there are no related service requests.

Map Layers Section Fields

These fields change depending on the case type. See Search for Cases with Configured Map Layers for more information.