Support Articles

Advanced Search is here!

Advanced Search is a flexible, customizable tool that allows shore-side users to design the searches that meet their needs. You can search open and overdue maintenance or compliance items—maintenance routines, inspections, inventory counts, forms, tasks, and corrective actions—for all the assets in your fleet. With this new tool, you can either search on-the-fly or use previously saved searches. You can also share your saved searches with other users.

Where do I find Advanced Search?

In Helm CONNECT Version 1.11, Advanced Search was its own item on the Maintenance menu. Now, in Version 1.12, we moved the two Advanced Search tabs—Advanced Search and Manage Searches—into Overview on the Maintenance menu.

How to run a search

On the Advanced Search tab, you'll see a series of filters near the top of the tab. Advanced Search is optimized to handle large data sets so the page is designed to open blank, wait for your input, and then load the results.

You can run a search two ways:

  • Run a search on the fly Set your search criteria using the filters, then click Search. To refine your search, adjust the filters then click Search again.
  • Run a saved search Select the name of a saved search from the list, then click Search. You can change the search criteria to refine your search without changing the original saved search.

How to manage saved searches

The Manage Searches tab allows you to create and edit saved searches, as well as share them with individuals or entire divisions. You can use role-based permissions to control which users have access to this tab.

To save a new search

  1. From the Maintenance menu, select Advanced Search.
  2. Click the Manage Searches tab.
  3. Click the New Search button.
  4. Near the top of the tab, enter a name for the new search.
  5. In the Search Filters section, select the filter or filters you'd like to use, then click Save Changes.

To edit a saved search

  1. From the Maintenance menu, select Advanced Search.
  2. Click the Manage Searches tab.
  3. From the list of saved searches, select the one you want to edit then click Edit.
  4. Make any necessary changes, then click Save Changes.

How to share saved searches

On the Manage Searches tab, you can share saved searches with individual users or with all the users in a division. Once you share a search, the other user or users will see it in the list of saved searches on both the Advanced Search Manage Searches tabs.

A few things to remember about saved searches:

  • Shared searches can be deleted by the user who originally shared them (the owner)
  • Shared searches can be duplicated by any user who receives them. If someone duplicates a search, he or she becomes the owner of the copy, but not of the original search.
  • Searches shared with individuals can be removed by any of the receivers. This removes it from his or her Manage Searches and Advanced Search tabs, and also removes his or her name from the Shared With Users list on the search owner's Manage Searches tab.
  • Searches shared with divisions cannot be removed by any of the receivers.

To share a saved search

  1. From the Maintenance menu, select Advanced Search.
  2. Click the Manage Searches tab.
  3. From the list of saved searches, select the one you want to share then click Edit.
  4. Do one of the following:
    • From the Share With Users list, select one or more users.
    • From the Share With Divisions list, select one or more divisions.
  5. Click Save Changes.

The transition to Advanced Search

We are transitioning all our Helm CONNECT Maintenance and Helm CONNECT Compliance customers away from the Details tab and over to the Advanced Search tool. Here's an overview of the transition:

Version 1.11 (the last release)

We started the transition to Advanced Search slowly, giving you time to try the new tool and decide how best to configure it for your company.

Version 1.12 (this release)

We're making the Advanced Search and Manage Searches tabs available beside the Details tab in Overview, on the Maintenance menu, to give your users time to learn the new tool while continuing to work on the Details tab. You decide which users should have role-based permission to the Advanced Search and Manage Searches tabs.

Version 1.13 (the next release, early 2019)

We finish work on the Advanced Search feature. In this release, we also remove the Details tab from Overview, on the Maintenance menu. Please encourage your users to use Advanced Search feature now so they are ready for this transition in version 1.13.

Future release

The Advanced Search feature currently lives under the Maintenance menu. We know Helm CONNECT Compliance customers want to use this feature to manage their forms and corrective actions in one place, so we will move Advanced Search to a better location on the Helm CONNECT menu in a later release.