Search Preferences - General

Defining Search Preferences is a multiple step process. The first step is setting the General preferences. The Search Preferences - General page enables administrators to do the following:

  • Determine whether or not the Global Search box appears in the upper-right corner
  • Determine which search types are available to users
  • Determine the order in which the search type filters appear to users

To access the Search Preferences - General page, go to Admin > Tools > Core Functions > Core Preferences > Search.

The availability of this page is controlled by a backend setting.

Display Preferences

  • Display the search box on the top right hand corner. - Select this option to display the Global Search box in the upper-right corner of each system page.

Search Types

This section enables administrators to determine which search types are available to users. In addition, the administrator can determine the order in which the search filters appear to users in the Search Types drop-down list.

Search Type - This column displays each of the available search types. The following search types may be available:

  • General Search - This search type is available for all portals and it searches all search types in a combined search.
  • Training - This search type is available for portals using the Learning module.
  • People - This search type is available for all portals.
  • Connect - This search type is available for portals using the new Knowledge Bank and Communities functionality.
  • Volunteer - This search type is only available for portals using Volunteer Management.
  • Certifications - This search type is only available for portals using Certifications.
  • Forms - This search type is only available for portals using Form Management (this does not apply to the old Forms Management functionality).

Available for Searching - Select this option to allow users to use the search type within Global Search. By default, this option is selected for Global Search, and this option is deselected for all other search types. Note: At least one search type must be selected. If this option is selected for General Search, at least two other search types must be selected. When this option is selected for a search type, the following occurs:

  • Users can search for items within the search type via Global Search.
  • Administrators can configure the search settings for the search type by clicking the search type name in the left navigation bar.
  • The Display Order column displays the order in which the search type appears to users in the list of filters and the search type can be reordered.

Display Order - This column displays the order in which the search types appear to users in the list of filters. This also determines the order in which search results are displayed to users. Drag and drop the search types in to the desired order. The General Search search type cannot be reordered and it is always displayed first when it is enabled.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Note: This option applies to all tabs within Search Preferences (e.g., General, People, Training), not just the current tab.

Save Options

To continue modifying Search Preferences, click the appropriate tab in the left navigation bar.

To save changes for all pages within Search Preferences, click Save.

To discard all unsaved changes made on all pages within Search Preferences, click Cancel.