Concepts

Settings

Setting up Serial Number Search Profiles

Serial number search profiles format user-entered values to conform with different rules for serial numbers. The profile specifies the case of the text, whether embedded spaces or characters are removed, or the maximum number of characters. When you search for an asset from a construction form, APM formats the serial number that you enter so that it matches the profile before performing the search.

To Set up a Search Profile

1.	In the Site window, select the Construction Management view and the Settings tab. Select the Construction Management Settings node in the tree.

Tip: You can also select the Administration menu and then Construction Management Settings. The Construction Management Settings dialog appears.

2.	Select the Serial Number Searches tab. This tab shows the profiles defined for the enterprise.

3.	Click New. The Serial Number Search Profile Properties dialog appears:

4.	Provide the following information:

Setting Name

Description

Profile name

Descriptive name for the serial number search profile.

Character case

Formats the user’s search request to one of the following: • Both upper and lower case characters are used • Upper case characters only • Lower case characters only

Remove embedded spaces

When this option is selected, any spaces in the user’s search request are removed.

Characters to remove

Characters in the search request to be removed before the search is submitted. For example: -)(*&^%$#@!

Maximum number of characters

Largest number of characters supported for serial number searches.

5.	Select the Asset Statuses tab.

6.	You can limit the search by specifying the asset statuses to look for. Only assets with one of the selected statuses will be returned by the search.

7.	Select the Description tab to add more information.

8.	Click OK. The dialog closes and the profile is added to the tab.