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.