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titleHow To Access This Page In IWS

Main Menu → Department Admin → Index Set

 

Index Sets

Index Sets (Master Indexes) can be used in IWS to create a collection of index fields that can be assigned to multiple document types in the department.  This can be helpful for searching similar index fields across multiple document types.  Rather than having to setup the same index fields on multiple document types, an Index Set can be created one time and assigned to multiple document types.  Those same document types can still have additional indexes unique to that document type outside of the index set(s) assigned to it.  Multiple index sets can be created in a a department and assigned to the same or different document types as needed.

Index Set List

Use the list to find and edit an existing index set.  Use the Add Index Set button to create a new index set for the department.



  • Use the search/filter boxes at the top of the grid to narrow the list of Index Sets.
  • The column headers can be clicked to sort each column.  Click again to sort the opposite direction.
  • Click on any Index Set record to open the edit screen.


Add/Edit Index Record

By clicking Add Index Set button to create a new index set, or by clicking an existing index set from the list, the system will take you to the add/edit screen.  This screen will show all existing index fields in the set, allow us to add new index fields, and reorder the fields.



Action Buttons

  • Add Index Field: Add a new index field to the index set.
  • Save: Saves any changes you have made to the index set record.
  • Close: Closes the record (without saving changes) and returns to the index set list.


Fields and settings

  • Active Toggle: On = this index set can be used on new document types in the system.
  • Index Group/Set Name: The name of this index set that will display throughout the IWS system.
  • Index Group/Set Description: A more detailed description of this index set (only visible on this screen.)
  • Index Field List: A list of all index fields currently on the index set.
    • These fields can be reordered by clicking and dragging the row using the handle (hamburger) icon on the left side of the row Image Added.
    • These fields can be deleted (if they have not been used to index a document yet) by using the "x" icon on the right side of the row Image Added.


Add/Edit An Index Field

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