Omni Search

From Cuba version (onwards) a new search control has been added to LawMaster that allows users to perform searches across multiple categories at the same time. Omni Search is based on the foundations of the Knowledge Workbench and can be accessed from within LawMaster by selecting Ctrl+F or clicking on Search LawMaster button in the Menu Bar.

Searching Across All Categories

A search string of at least 3 characters including a series of words or phrases can be entered and on selecting Enter a search across all categories listed below is initiated. The user will be presented with up to 5 records for each category where a result is found. Further records can be viewed for each category by selecting View All Results. Selecting a search record will open the record in the enquiry screen for all categories except matter which will open the matter.

Matter Number Search

A user can open a matter directly from Omni Search by entering a number and selecting enter in the Omni Search field.

Prefix Searching

A search can be limited to a specific category by entering a prefix before the search term including:

❖ Matters m-

❖ Folios f-

❖ Entities c-

❖ Document Templates t-

❖ Deeds d-

❖ Library Catalogue l-

❖ Programs p-

Where a result is returned for the specified category up to 30 records are displayed to the user with the option to View All Results if required.

Omni Search Status is displayed to the right of the input field and in the LawMaster Status Bar. The user can select the Cancel Search button if results have not been returned.

Omni Search initiated on selecting Enter

Omni Search is initiated by the user selecting Enter following the input of search criteria.

If the user makes a change to search criteria, except for Matter Number search, whilst Omni Search is in progress and re-selects Enter the existing search is cancelled and a new one commenced. If user makes a change to search criteria by entering matter number, initial Search is cancelled, and message "Search Finished" displayed.

Omni Search on Matters

When users enter a number and select enter in the Omni Search field, a matter number search is triggered. If a matter is found, it will be opened immediately. If a matter is not found or is unavailable due to security, a message will be displayed.

When users enter an alphanumeric term or phrase in the Omni Search field, the Matter category will search both the matter number and matter description for open matters.

When users enter a prefix of "m-" or "M-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on both the matter number and matter description for open matters, and only the Matter category will be displayed.

Where users double click on a matter search result, the matter will open. Where users select "View all Matter Results" the Matter Search screen will open with all matters in the search displayed. If the Matter Search window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search on Entities

When users enter a number OR alphanumeric term in the Omni Search field, the Entity category will search on both the entity id and entity name.

When users enter a prefix of "c-" or "C-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on both the entity id and entity name, and only the Entity category will be displayed.

Where users double click on a search result, the Entity Enquiry screen will open with that entity displayed. Where users select "View all Entity Results" the Entity Enquiry screen will open with all Entities returned in the search displayed. If Entity Enquiry window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search on Folios

When users enter a number OR alphanumeric term in the Omni Search field, the Folio category will search on the folio number, precis and folio contents where Elasticsearch is enabled, and the folio has not been skipped during the indexing process.

When users enter a prefix of "f-" or "F-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on the folio number, precis and folio contents where Elasticsearch is enabled, and the folio has not been skipped during the indexing process with only the Folio category displayed.

Folios will only be displayed if user has access to Folios Enquiry window from Security and has the correct Security Class for the folio records returned.

Omni Search on Library Catalogue

When users enter a number OR alphanumeric term in the Omni Search field, the Library category will search on Library Catalogue Title Description field.

When users enter a prefix of "l-" or "L-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on the title description, and only the Library category will be displayed.

Where users double click on a search result, the Library Catalogue screen will open with that Library item displayed at the top of the grid. Where users select "View all Library Results" the Library Catalogue screen will open with all Library Items returned in the search displayed. If Library Catalogue window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search on Document Templates

When users enter a number OR alphanumeric term in the Omni Search field, the Templates category will search on Document Templates Description field.

When users enter a prefix of "t-" or "T-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on the template description, and only the Templates category will be displayed.

Where users double click on a search result, the Document Templates screen will open with that template displayed in the grid. Where users select "View all Template Results" the Document Templates screen will open with all templates returned in the search displayed. If Document Templates window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search on Deeds

When users enter a number OR alphanumeric term in the Omni Search field, the Deeds category will search on Document Details field.

When users enter a prefix of "d-" or "D-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on the document details, and only the Deeds category will be displayed.

Where users double click on a search result, the Deeds screen will open with that Deed displayed in the grid. Where users select "View all Deed Results" the Deeds screen will open with all deeds returned in the search displayed. If Deeds window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search on Programs

When users enter a number OR alphanumeric term in the Omni Search field, the Program category will search on the Program Path.

When users enter a prefix of "p-" or "P-" followed by a number or alphanumeric term in the Omni Search field, they will be able to search on the Program Path, and only the Program category will be displayed.

Where users double click on a search result, the Program will open or run. Where users select "View all Program Results" the Find Program grid will open with all Programs returned in the search displayed. If Find Program window has custom sorting, this will override the default order in Omni Search. Users need to clear sorting to revert to search result order.

Omni Search Results restricted by Program Availability of the User

Omni Search category results without a prefix will be limited by program access of the logged in user, eg for Matter category, user must have access to Matter Search form from Menubar > Enquiries or Main Menu > Client & Matter > Enquiry. All users can access Programs category but only Programs the user has access to are displayed.

Omni Search using prefix will only return the applicable category results if the user has access to the Program. If the user does not have access to the selected category a message is displayed as follows "[Category Name] Search is not available." E.g., "Matter Search is not available."

If user does not have Program Access to Knowledge Workbench, then a message is displayed "User is not authorised for Knowledge Workbench" on selection of the ellipses in Omni Search.

Cancel and Timeout of Omni Search

Omni Search can be cancelled by either selecting the Cancel Search button to right of the input field or Esc key. A 10-minute timeout for Omni Search has been hardcoded.

On completion of search or the search status changes, if user is on another screen the Omni Search tab takes focus.

Status Bar displays the Omni Search Status as follows:

❖ Search Cancelled

❖ Search Finished

❖ Search Timed Out

❖ Search Stopped by Error e.g., syntax error