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Agile Product Lifecycle Management Product Governance and Compliance User Guide Release 9.3.3 E39296-01 |
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# 14 Using Searches in PG&C

This chapter assumes you have read the chapter "Finding Data with Agile Searches" in Getting Started with Agile PLM. That chapter describes many aspects of searches in Agile PLM that are not covered herein.

In PG&C, searches are used to identify parts that require compliance data from suppliers, and also to find existing business objects in the Agile database - substances, specifications, declarations, and so forth.

Below are the predefined searches for PG&C, and a review of how to use search options when building new objects with associations to existing objects.

## 14.1 Accessing PG&C Saved Searches

To access PG&C saved searches, in the navigation pane, click Searches folder and expand Compliance Searches. These are the predefined searches available for PG&C.

- Custom Parts without Composition in a Top-Level Assembly (TLA)

Ÿ Shows all items that do not have an AML and that do not have an active composition. If there is a part with a pending composition, this search does not show that part.

- Manufacturer Parts without Composition in a Top-Level Assembly

  - Shows all manufacturer parts that do not have an active composition. If there is a part with a pending composition, this search does not show that part.

- Manufacturer Parts for an Item

  - Shows all manufacturer parts for a given item. So, it is similar to viewing the item's Manufacturers tab.

## 14.2 Using the Search Options in Add Operations

In various "create" or "add" operations that are detailed in this manual, when you click the Add button, the dialog that opens may have a Search button. This is the procedure to decide what route to take to identify objects in the database that you can select in your "add" operation.

Agile quick searches, advanced searches, and parametric searches are documented in Getting Started with Agile PLM.

- Search (button and menu choice) opens a dialog with three Search tabs:

Ÿ Search tab lets you run a simple search by entering a value in the field and clicking the Search button.

Click the Advanced Search link to set up an advanced search.

Click the Search Attachment Contents checkbox to include attachment files in your search.

When the results of your search are returned, you can select and move objects from the Results table to the Selected table.

Then click OK, and you are returned to the Create wizard, and the objects you selected have been added where appropriate.

- Saved Searches tab opens to your navigation pane where you can browse in search folders, select a search, and run it. Again, returned results may be moved to the Selected Items table, and click OK.

- Shortcuts tab opens to your navigation pane where you can select objects from My Bookmarks or Recently Visited. The system displays shortcuts to only those objects that are appropriate to the operation you are performing.

Generally you can run multiple searches before completing the wizard step. Also, after the object is created, you can still run multiple searches.

## 14.3 Searchable Attributes for PG&C

PLM allows parametric searches. Many attributes in PG&C are searchable.

- Searchable attributes for PG&C (Advanced Search and Parametric Search):

  - All classes > Page One (Title Block, Cover Page, or General Info), Page Two and Page Three > all attributes > Enable for Search Criteria property = Yes/No

Note: Some attributes are available for parametric search by default.

- Searchable attributes in Substances:

  - Alias - available for substance and substance groups

- Searchable attributes in Declarations:

  - Has Invalid Substance - on Cover Page of all declarations classes except Supplier Declarations of Conformance and Part Declarations

  - Need Rollup - on Cover Page of all declarations classes except Supplier Declarations of Conformance

  - Mass Disclosure - on <Parts/PGs> tables of all declarations classes except Supplier Declarations of Conformance

- Searchable attributes in Parts/Part Groups:

- Mass Disclosure - on Composition table

- Searchable attributes in Specifications:

Ÿ Disallow Intentionally Adding - on Substances table

- Searchable attributes on Substances tables (Declarations <Parts/PGs> tabs; & Part/Part Group Composition tabs):

  - User-entered CAS Number

  - Intentionally Added

  - Calculated Mass

  - Result Mass

  - Result PPM

  - Spec Intentionally Added

- Searchable Summary Compliance attribute:

  - Items > BOM tab > Summary Compliance

  - Changes > Affected Items tab > Summary Compliance

PG&C Attributes | Enable for Search Criteria | Enabled Out-Of-Box
--- | --- | ---
Substance.General Info.Alias | Yes | Yes
Substance.General Info.CAS Number | Yes | Yes
Declaration.Cover Page.Need Rollup | Yes | No
Declaration.Cover Page.Has Invalid Substance | Yes | No
Declaration.Part / Mfr.part / Part Group---Mass Disclosure | No | No
Declaration.Part / Mfr.part / Part Group.Substances.User Entered CAS Number, User Intentionally Added, Calculated Mass, Result Mass, Result PPM, Spec Intentionally Added | No | No
Specification.Substances.Disallow Intentionally adding | No | No
Part / Mfr.part / Part Group Composition.Mass Disclosure | No | No
Part / Mfr.part / Part Group.Substances.User Entered CAS Number, User Intentionally Added, Calculated Mass, Result Mass, Result PPM, Spec Intentionally Added | No | No