Global Search

There is a Global Search feature that allows filtering of module folders from the M&R Module, making it easier to sort and find specific entries.

The Global Search button is located in the top right corner of the toolbar in the TOR system. When clicked, a separate window opens where fields can be filled in, and search criteria can be set to filter the list. The values entered during a previous search are saved and displayed the next time the Global Search window is opened.

Below is the general view of the Global Search card used for filtering the list of M&R expenses.

Basic Criteria

  • Expense: Expense number (text match).

  • Type: Expense type (multi-select).

  • Activity Type: Activity type related to the expense (multi-select).

  • Supplier: Service or repair provider (single-select; library-based).

  • Port: Port where the service was provided (single-select; library-based).

  • Status: Expense status (multi-select).

  • Object: Object related to the expense (single-select).

  • Categories: Categories assigned to the expense (multi-select; library-based).

  • Surveyor: Appraiser associated with the expense (single-select).

  • Depot: Depot where the service was performed (single-select; library-based).

Invoice Section

  • Third Party: Marks that the expense is to be paid by a third party (Third Party field in the Expense card).

  • Invoice: Invoice number containing the expense (single-select; library-based).

  • Invoice From: Company that issued the invoice (single-select; contact database).

  • Invoice Number: Internal invoice reference (text match).

  • Invoice Date: Date of invoice issue (date range).

Currency Section

  • Estimated: Estimated expense amount (numeric range).

  • Actual: Actual expense amount (numeric range).

  • Revised: Revised expense amount, if applicable (numeric range).

Dates Section

  • Activity Date: Date of the service or operation (date range).

  • Revised Date: Revised date of the activity (date range).

Other Criteria

  • Folder: Folder containing the expense record.

  • Remarks: Notes or additional comments (text match).

Below is the general view of the Global Search card used for filtering the list of jobs.

Basic Criteria

  • Name: Job name (text match).

  • Activity Date: Job execution date (date range).

  • Resp: Responsible party.

  • Third Party: Indicates if the job is performed by a third party (Third Party field in the Job card).

Location Section

  • Locn: Location on the container where the job is performed (single-select; library-based).

  • CMP: Component to which the job is applied (single-select; library-based).

  • Part: Type of object to which the job is applied (single-select: All, None, Construction, Machinery).

Cost Section

  • Qty: Quantity of materials (integer range).

  • Hrs: Labor hours (integer range).

  • LabCost: Labor cost (numeric range).

  • MatCost: Material cost (numeric range).

  • TotalCost: Total job cost (numeric range).

Other Criteria

  • Categories: Categories the job belongs to.

  • Expense: Associated expense (single-select).

  • DMG: Type of damage (single-select).

  • Rep: Type of repair (single-select).

  • Mat: Material used for the job (single-select).

  • Length: Material length (numeric range).

  • Width: Material width (numeric range).

  • Folder: Associated (static) folder.

Below is the general view of the Global Search card used for filtering the list of invoices.

For invoices, the available filter criteria include:

  • Invoice: Invoice name or number (text match).

  • Type: Invoice type (multi-select: All, M&R, Terminal).

  • Categories: Categories assigned to the invoice (multi-select; library-based).

  • Sent By: Technical sender of the invoice (single-select; contact database).

  • Payer: Invoice payer (single-select; contact database).

  • Invoice Amount: Total invoice amount (numeric range).

  • Invoice Date: Invoice issue date (date range).

  • Folder: Folder assigned to the invoice.

  • Remarks: Text notes attached to the invoice (text match).

Below is the general view of the Global Search card used for filtering the list of services.

For services, the available filter criteria include:

  • Service: Service number (text match).

  • Rate Basis: Type of rate (multi-select).

  • Invoice: Linked invoice (single-select).

  • Charge Type: Service type (single-select; library-based).

  • Categories: Categories assigned to the service.

  • Folder: (Non-)membership in static folders.

  • Remarks: Text notes (text match).

Below is the general view of the Global Search card used for filtering the list of port container expenses.

For port container expenses, the available filter criteria include:

  • Expense Type: Type of expense (multi-select; library-based).

  • Description: Expense description (text match).

  • Forwarder: Forwarding company (single-select; library-based).

  • B/L Number: Bill of lading number (single-select; system-based).

  • Container: Container number (single-select; system-based).

  • Port: Port of operation (multi-select; library-based).

  • Terminal: Terminal of operation (single-select; library-based).

  • Rate: Monetary rate (numeric range).

  • Currency: Currency of the rate (single-select; library-based).

  • Quantity: Quantity of services provided (numeric range; depends on selected ‘Measurement’).

  • Measurement: Unit of measurement (multi-select: All, Tons, Units, Days).

  • Amount: Total expense amount (numeric range).

  • Incoming Invoice â„–: Number of the incoming terminal invoice (text match).

  • Incoming Invoice Date: Date of the incoming terminal invoice (date range).

  • Start Date Period: Start date of the service (date range).

  • End Date Period: End date of the service (date range).

  • Outgoing Invoice â„–: Number of the rebilling invoice (text match).

  • Outgoing Invoice Date: Date of the rebilling invoice (date range).

  • Status: Expense status (multi-select: All, None, Invoiced, Free).

  • Category: Categories assigned to the expense.

The system provides a user-friendly and functional search and filtering feature for lists, as well as other useful tools. These capabilities are described in detail in the Search Feature article.

Dynamic Folders

The Create Dynamic Folder feature is available for setting up a dynamic folder that contains a list of required objects, such as expenses, services, or others.

To access this feature and create a dynamic folder:

  1. Right-click on a module object (Personal, M&R Expenses, Jobs, Invoices, etc.).

  2. Select from the dropdown menu.

  3. A separate window will open for creating the dynamic folder. In this window, enter the folder name and define the criteria for list sorting. The available criteria match the fields used in the Global Search feature (described above).

Differences when creating dynamic folders for different module objects:

  • A folder created in the Personal module object is visible only to its creator.

  • A folder created in other module objects (M&R Expenses, Services, Port Container Expenses, etc.) is visible to all system users if the required access rights are granted.