Search/Retrieval

The ability to easily search and retrieve documents and associated information is a key feature of Dv TDM. Two primary methods are available.

• Search tab
• Project tab

The user can select the one which serves their particular need or alternate between the two.

Search Tab

The Dv TDM Search tool is presented to the user in one of the four main function tabs. Like the other function tabs it is configurable specific to various user profile groups. One of the most widely used methods Users use to find/retrieve documents is from this tab. Index fields related to the document repository are presented on this tab for the user to (in any combination) note the values which they desire to search. Date fields automatically provide for single date or date range search and Boolean type search parameters are acceptable.

Additionally, Dv TDM allows for a ‘Content Text Search’ field [<-hyper link] which allows the user to include (in there search) content text strings. The Dv TDM search engine will return the list of documents which meet the search criteria including documents containing the content text indicated.

The User can then make their selection(s) from the List tab and take appropriate actions or navigate over to the Records or View tabs to see document details.

This search method works great for search for and/or grouping documents from a variety of index values. 

Project Tab

The Project Tab provides a different method for users to use to access and retrieve documents. This tab presents an unlimited number of virtual directory (tree structure type) views based upon pre-configured index field value hierarchy. For example, a virtual view could list records based upon “Department’, ‘Document Type’, ‘Current Status’, etc. which would then present a directory tree listing those documents grouped in that order. Another virtual view could list records based upon ‘Project’, ‘Discipline’, ‘Current Status’ etc. The tree structure view is very similar to a typical explorer directory tree structure view. The user simply selects the view based upon their current retrieval needs and drills down into the directory structure to the desired level(s).

Once the user has the necessary documents presented at the appropriate level they can take various actions on that group of documents. Some users prefer the Project tab approach to document/record retrieval because it presents document in a manner they are already accustom to.

Document Security

No matter what method a user uses to search, retrieve or access documents they will only ever have access to those documents that they have been given rights to access. Both the retrieval methods noted above operate with respect to the document security that has been established.

Other Search/Retrieval Methods

Dv TDM also contains a native SQL query option which offers another search and retrieval method for more advanced users.