How to Use the Advanced Search Tool

This tutorial will demonstrate how to use the advanced search tool in the Users area at the cloud level.

Step 1: Navigate to the search tool

a. From the account level, click on People

b. Select Users
c. Let’s focus in on the right-hand side of the page to the search tool. Click on the arrow to the right of the search button.

Step 2: Conduct your search for a user with custom attributes.

Notice that in addition to being able to search users by Name, Last Name, and Email using the original and/or condition, now you can select from a list of filters. These filters are also known as your custom attributes, which provide for a much more specific search option.

The custom attributes for your institution might range anywhere from Department to Campus Location.

a. Let’s conduct a search for users that have “Services” in their Department name
b. Select the filter (custom attributes) for Department.

c. Now, type in the name of the Department.

d. Click Search to finish.

The search results below indicate that there are three people who belong to Departments that have the word, “Services” in the Department title within the institution.

For the purpose of this tutorial, a review of the initial .csv upload shows that the search tool filtered accurately for all departments with “services” in its title.

The video tutorial demonstrating how to use the advanced search tool in the Users area at the cloud level can be viewed below. Click the icon to the right of the volume control to view full screen. 

Step by step directions can be found below.

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