TeamDynamix Client: How To Use The Search Feature

Overview

This article will go over how to use the search tool and filter between services, and knowledge base articles in TeamDynamix

Audience

This article is intended for TeamDynamix users, students and staff

Platform

TeamDynamix

Table of contents

1. How to use the search tool to search for Knowledge Base articles
2. How to  search for Knowledge Base articles within the category
3. How to use the search tool to search for Service catalog articles
4. How to search for Service articles within the service category

How to use the search tool to search for Knowledge Base articles

Step 1 : Open the IC service portal

*A login is not required but will limit some access to certain articles 

Step 2: Locate the "search the client" portal box in the upper right corner 

Step 3: Click on the drop down menu and select the Knowledge Base option with the light bulb Icon

Step 4: Type in the name of the article you are looking for and press [return] or [enter] on your keyboard or click the magnifying glass icon

*All results will be Knowledge Base articles only

How to search for Knowledge Base articles within the category

Step 1: Open the IC Client Portal

Step 2: Click the Knowledge Base category heading 

Step 3: Locate the search option on the gray bar

Step 4: Use the search box to type in the name of the article you are looking for and click the blue search button when done.

For a more extensive search, fill out the other categories to narrow the search results to the specific one you are looking for.

*Fill out as much or as little as you want, what you fill out is what will reflect in the search results 

How to use the search tool to search for Service catalog articles

Step 1 : Open the IC service portal

*A login is not required but will limit some access to certain articles 

Step 2: Locate the "search the client portal" box in the upper right corner 

Step 3: Click on the drop down menu and select the Service Catalog option with the compass Icon

Step 4: Type in the name of the article you are looking for and press [return] or [enter] on your keyboard or click the magnifying glass icon

*All results will be Service articles only

How to search for Service articles within the service category

Step 1: Open the IC Client Portal

Step 2: Click the Services category heading 

Step 3: Locate the search option on the gray bar

Step 4: Use the search box to type in the name of the article you are looking for and click the blue search button when done.

For a more extensive search, fill out the other categories to narrow the search results to the specific one you are looking for.

*Fill out as much or as little as you want, what you fill out is what will reflect in the search results