Session notes generated by AI.
Webinar Overview: A comprehensive training session on advanced search capabilities in GEMS, demonstrating how to build, save, and customize complex searches for reporting and data management. The session emphasized practical techniques for maximizing data extraction and usability, including the use of saved searches, homepage tabs, and screen-level customization, while addressing common challenges and best practices for effective system use.
Session Introduction: Instructor introduced the session, highlighting the importance of advanced searching in the GEMS system for effective reporting and data analysis. They emphasized that understanding and utilizing advanced search capabilities would significantly enhance the use of the GEMS system.
Session Goals: The primary goal of the session was to delve into the advanced search features of the GEMS system, enabling users to better understand their data and generate more insightful reports.
Search Capabilities: Instructor explained that the session would explore the various search capabilities within the GEMS system, aiming to help users maximize their data analysis and reporting efficiency.
Session Agenda: Instructor outlined the session agenda, which includes housekeeping, an introduction to searching, advanced searching, saved searches, and homepage tabs and screen-level search management.
Introduction to Searching: The session would begin with an introduction to searching, covering basic search functionalities within the GEMS system.
Advanced Searching: The session would then move on to advanced searching, exploring more complex search capabilities and how to utilize them effectively.
Saved Searches: Instructor mentioned that the session would cover how to save searches for future use, making it easier to access frequently used queries.
Homepage Tabs: The final part of the session would focus on homepage tabs and screen-level search management, demonstrating how to customize and manage these features within the GEMS system.
Basic Search Capabilities: Instructor demonstrated the basic search capabilities in GEMS, including using tiles for quick searches and the search hub for more flexible searches. They explained how to search for companies, people, and other entities.
Quick Searches: Instructor demonstrated how to use tiles for quick searches, which allow users to find specific records quickly and efficiently.
Search Hub: Instructor explained the search hub, which offers more flexible search capabilities compared to tiles, allowing users to perform more complex queries.
Entity Searches: Instructor showed how to search for different entities such as companies, people, and documents using the search hub, highlighting the flexibility and depth of the search functionalities.
Advanced Search Features: Instructor explained the advanced search features, including the ability to add multiple criteria, use different conditions, and export search results. They demonstrated how to search for companies based on various fields such as status, jurisdiction, and registration date.
Multiple Criteria: Instructor demonstrated how to add multiple criteria to a search, allowing users to refine their queries and obtain more specific results.
Different Conditions: Instructor explained the use of different conditions (e.g., contains, does not contain, is equal to) to further refine search queries.
Exporting Results: Instructor showed how to export search results into different formats such as Excel, Word, and text, making it easier to use the data outside of the GEMS system.
Field-Based Searches: Instructor demonstrated how to search for companies based on various fields such as status, jurisdiction, and registration date, showcasing the flexibility of the advanced search features.
Understanding Data Structure: Instructor explained the data structure in GEMS, including screens and screen fields. They demonstrated how to navigate through different screens and fields to find specific information.
Data Structure: Instructor explained that data in GEMS is organized into screens and screen fields, which are used to store and manage different types of information.
Navigating Screens: Instructor demonstrated how to navigate through different screens within the GEMS system to find specific information, emphasizing the importance of understanding the data structure.
Screen Fields: Instructor explained the concept of screen fields, which are the individual data points within each screen, and how they can be used in searches.
Building Complex Searches: Instructor demonstrated how to build complex searches by adding multiple criteria and using different conditions. They showed how to search for appointees, directors, and other entities based on various fields.
Complex Criteria: Instructor demonstrated how to build complex searches by adding multiple criteria, allowing users to refine their queries to a high degree of specificity.
Field Conditions: Instructor explained how to use different conditions for each field in a search, such as contains, does not contain, and is blank, to tailor the search results.
Appointee Searches: Instructor showed how to search for appointees based on various fields, such as appointment type and date appointed, to obtain detailed information about company appointees.
Director Searches: Instructor demonstrated how to search for directors, including current and past directors, by using specific criteria related to their appointments and resignation dates.
Saving and Accessing Searches: Instructor explained how to save searches for future use and how to access saved searches. They demonstrated how to save a search, set it as a favorite, and access it later.
Saving Searches: Instructor demonstrated how to save a search for future use, ensuring that users can easily access frequently used queries without having to recreate them.
Setting Favorites: Instructor explained how to set a saved search as a favorite, making it easily accessible from the search hub for quick access.
Accessing Saved Searches: Instructor showed how to access saved searches from the search hub, highlighting the convenience of having frequently used searches readily available.
Using Advanced Search in Different Screens: Instructor demonstrated how to use the advanced search feature in different screens within GEMS, such as the appointment screen and address screen. They explained how to customize the search results and save the customized search.
Screen-Level Searches: Instructor demonstrated how to use the advanced search feature within different screens, such as the appointment screen and address screen, to customize search results.
Customizing Results: Instructor explained how to customize search results by adding or removing fields, ensuring that users can tailor the data to their specific needs.
Saving Custom Searches: Instructor showed how to save customized searches within different screens, making it easier to access specific data configurations in the future.
Creating Homepage Tabs: Instructor explained how to create and customize homepage tabs in GEMS. They demonstrated how to add a new tab, customize the layout, and add panels to display specific information.
Using Saved Searches in Homepage Tabs: Instructor demonstrated how to use saved searches in homepage tabs to display specific information. They showed how to create a panel that displays the results of a saved search and how to customize the panel.
Resources and Community Site: Instructor highlighted the resources available on the GEMS Community site, including tutorials, user guides, and webinars.