How to Customise Quick Search Columns

Prerequisites

• An active Assure user account with access to at least one Module.
• To configure Quick Search Columns at the system level (for all users): the Manage Caption Maintenance Supervisor Privilege must be set to Allow on the user account.
• To configure Quick Search Columns at the user level: no additional privileges are required beyond standard module access.

Overview

Quick Search (the search panel accessed via the magnifying glass icon in a Module's record list view) retrieves records by searching across configured data fields. By default, only a fixed set of fields (the Current Fields) is searched.

This feature allows users and administrators to change which fields Quick Search searches, enabling retrieval of specific information that may not be visible in the standard list view.

Key rules:

• Configuration applies per Module. Each Module has its own Quick Search column setup.
• A maximum of 10 items can be added to Current Fields.
• A user's personal configuration overrides the system-level default for that user.

Configuring Quick Search Columns at the System Level (All Users)

The system-level configuration sets the default Quick Search columns for all users of a given Module.

Required permission: The Manage Caption Maintenance Supervisor Privilege must be set to Allow.

Steps:

1. Navigate to Settings, then select Module Setup.

1. Locate the relevant Module in the list.

1. Click the cog icon next to the Module.

1. Select Search Columns from the menu.

1. The Search Columns configuration screen displays two lists:
   1. Current Fields: data fields currently active in Quick Search for this Module.
   2. Available Fields: data fields available to be added to Quick Search.

1. To add a field, click the arrow next to a field in Available Fields, or drag and drop the field into Current Fields.

1. To remove a field, click the arrow next to a field in Current Fields, or drag and drop the field back into Available Fields.

1. To reorder Current Fields, drag and drop the fields within the Current Fields list.

1. A maximum of 10 items can be held in Current Fields at any time.
2. Click Save & Close to apply the configuration. The updated columns become the default for all users of the Module.

Configuring Quick Search Columns at the User Level (Individual User)

Each user can configure their own Quick Search columns for any Module. A user-level configuration overrides the system-level default for that user only.

Steps:

1. Navigate to the required Module in Assure.

1. On the record list view, select the search icon (magnifying glass) on the right-hand side of the screen.

1. The Quick Search panel opens. To change which fields are included, select the three horizontal lines icon within the Quick Search panel.

1. The same configuration screen appears as in the system-level setup, with Current Fields and Available Fields.

1. Add, remove, or reorder fields using arrows or drag and drop, as described in the system-level steps above.

1. A maximum of 10 items can be held in Current Fields.
2. Click Save & Close. The configured fields are now active in Quick Search for this user profile only.

Important Notes

• Scope of configuration: System-level changes apply to all users of the Module who have not set their own personal configuration. User-level changes apply only to the individual user and override the system default.
• Maximum field limit: No more than 10 fields can be added to Current Fields at any time.
• Reordering: Fields in Current Fields can be reordered by dragging and dropping within the list. The order in Current Fields determines the column order in Quick Search results.
• Application scope: This configuration applies to the main Assure web application only. It is not available in AssureGo+.

AI Metadata

• Product Area: Assure -- System Configuration, Module Setup
• User Role: All Assure users (user-level configuration); Administrators and users with the Manage Caption Maintenance Supervisor Privilege (system-level configuration)
• Tags: Quick Search, Search Columns, Customise Quick Search, Module Setup, Current Fields, Available Fields, Caption Maintenance, Assure configuration, Quick Search Columns
• Version/Region: Assure main web application only (not AssureGo+); all versions
• Important Synonyms: Quick Search = module search, record search; Search Columns = Quick Search Columns, search fields; Current Fields = active search columns; Available Fields = selectable search columns; Module Setup = module configuration
• Suggested Embedding Keywords: customise quick search columns, quick search column configuration, assure search columns, module search fields, change quick search fields, search column setup, manage caption maintenance
• Relevant Modules and Cross-Module Implications: Applies to all Assure Modules (for example, Incident Record, Risk Assessment, Audit, Equipment Register, Person Register). Each Module has its own independent Quick Search column configuration. A system-level configuration change affects all users across that Module. A user-level change applies only to that individual user and overrides the system default. No cross-module workflow implications.