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Operating Guide

Version 3.3

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SMCR (Accountability UK)

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Current Topic:
Adhoc Queries

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Adhoc Queries

Page contents

Overview

Procedures

Overview

About Adhoc Queries

Adhoc Queries offer a flexible alternative to the regular Compliance, Risk, KRI, Event, Registers and Contracts reports:

Available Adhoc Queries

Available Adhoc Queries
Type Adhoc Query
Compliance Compliance Process
Process Control
Process Control History
References
Risk Risks
(Treatments)
(Treatments) History
Risk Review History
KRI KRI
KRI History
(Events) (Event)
(Event) with Form Fields
Categories/Sub Categories
Registers Registers
History
Contracts Contracts
Contract Task
(Control Inventory) (Control Inventory)
Tasks
Task History

Opening Adhoc Queries

You can open Adhoc Queries from the Main Menu:

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

    Compliance Adhoc Queries menu options
    Compliance Adhoc Queries menu options
    Risk Adhoc Queries menu options
    Risk Adhoc Queries menu options
    KRI Adhoc Queries menu options
    KRI Adhoc Queries menu options
    (Events) Adhoc Queries menu options
    (Events) Adhoc Queries menu options
    Registers Adhoc Queries menu options
    Registers Adhoc Queries menu options
    Contracts Adhoc Queries menu options
    Contracts Adhoc Queries menu options

  3. The ‘Adhoc Query’ Page is displayed.

The ‘Adhoc Query’ Page

The 'Adhoc Query' Page
The ‘Adhoc Query’ Page
‘Adhoc Query’ Page elements
ID Element Description
1 Adhoc Query Title Displays the Type of Adhoc Query (e.g. Compliance Process).
2 Column Headers Use the controls in the Column Headers to filter the Records in the Record List 3.
3 Record List Displays the Records that match the Adhoc Query.
4 Filter Pane Click the ‘Create Filter’ control to build highly customisable filters using the Filter Builder.

When you build and apply a filter, a link 4 is displayed in the Filter Pane.
4a ‘Filter Builder’ Clicking link 4 displays the currently applied filter in the Filter Builder window. Change the advanced filter settings here.
5 Page Help icon Click this icon for basic information about working with the ‘Adhoc Query’ Page.
6 ‘Column Chooser’ icon Click this icon to hide and show columns using the Field Chooser. Drag columns from the Column Chooser window 6a to the grid 2 or drag columns from the grid back to the Column Chooser.
6a ‘Column Chooser’ window This window shows when the Column Chooser icon is clicked. Drag columns from the Column Chooser window to the grid or drag columns from the grid back to the Column Chooser.
6b Custom fields Custom fields are available in the Column Chooser.
7 ‘Export to Excel’ icon Click this icon to export the Record list 3 as a Microsoft Excel file.

Tip:
Apply a filter to the Record list before exporting to create a customised Microsoft Excel file.
8 Filter On/Off control When a filter is applied to the Record list, use this control to toggle between viewing all Records and just the filtered list without having to clear the filter.
10 ‘Clear’ control Click this control to remove the filter from the Record list.

Note:
This will also clear the current filter from the Filter Builder.

Applying filters to an Adhoc Query

You can filter a list of Adhoc Query Records in several ways:

  1. Use the Column Header controls to:
  2. Click the ‘Hide/Show Columns’ icon 6 to open the Field Chooser and hide or show list columns as desired.
  3. Click the ‘Create Filter’ control in the Filter Pane 4 to open the Filter Builder.

The (Event) List with Form Fields AdHoc Query Page

Note:
Patience is advised after clicking the Show Records icon, due to the large amount of data that may need to be processed to meet your selection criteria. The columns change dymanically for each different (Event) Type after the Show Records icon is clicked; all the selected (Event) Types Form Field columns will be displayed.

The 'Adhoc Query' Page
The ‘Adhoc Query’ Page
The (Event) List with Form Fields AdHoc Query Page elements
ID Element Description
1 ‘(Event) Types’ selector Select the (Event) Type for this Adhoc Query. Show Records 3 must the clicked to display these (Events). Columns will dymanically change after Show Records is click when the (Event) Type is changed.
2 ‘From’ and ‘To’ date selectors Select the Date Range for this Adhoc Query. Show Records 3 must the clicked to display these (Events).

Note:
These dates default setting is the previous month.
3 ‘Show Records’ icon Click this icon to Show the Report. The Record List columns will change according to (Event) Type. All Form Fields columns for the selected (Event) Type will display. The Column Chooser list can change depending on the (Event) Type.
4 ‘Show All’ icon Select this icon to automatically change the From and To dates to cover all possible recorded events. Show Records 3 must the clicked to display these (Events).
5 Column Headers Use the controls in the Column Headers to filter the Records in the Record List 3. Columns will change for different (Event) Type selections after the Show Records 3 is clicked.
6 Record List Displays the Records that match the Adhoc Query after the Show Records 3 is clicked.
7 Filter On/Off control When a filter is applied to the Record list, use this control to toggle between viewing all Records and just the filtered list without having to clear the filter.
8 Filter Pane Click the ‘Create Filter’ control to build highly customisable filters using the Filter Builder.

When you build and apply a filter, a link 8 is displayed in the Filter Pane.
8a ‘Filter Builder’ Clicking link 8 displays the currently applied filter in the Filter Builder window. Change the advanced filter settings here.
9 Page Help icon Click this icon for basic information about working with this ‘Adhoc Query’ Page.
10 ‘Column Chooser’ icon Click this icon to hide and show columns using the Column Chooser. Drag columns from the Column Chooser window to the grid 5 or drag columns from the grid back to the Column Chooser. The column in the ‘Column Chooser’ are dymanic and are dependant on the (Event) Type selected and Show Records icon being clicked.

Note:
The default list is all Forms Fields from all (Event) Types.
11 ‘Export to Excel’ icon Click this icon to export the Record list as a Microsoft Excel file.

Procedures

Open an Adhoc Query

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Registers, Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

  3. The ‘Adhoc Query’ Page for your selection is displayed.

Apply a filter to an Adhoc Query

Filter using the Column Header Controls

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Registers, Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

  3. The ‘Adhoc Query’ Page for your selection is displayed.

  4. On the ‘Adhoc Query’ Page, use the controls in the Column Headers 2 to filter the list of Records using column data or the Column Text Filters.

Hide/Show Columns

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Registers, Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

  3. The ‘Adhoc Query’ Page for your selection is displayed.

  4. On the ‘Adhoc Query’ Page, click the Show/Hide Column icon 6 and use the Field Chooser to hide or show list columns as needed.

Filter using the Filter Builder

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Registers, Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

  3. The ‘Adhoc Query’ Page for your selection is displayed.

  4. On the ‘Adhoc Query’ Page, click the ‘Create Filter’ control in the Filter Pane 4 and use the Filter Builder to filter the list of Records.

Remove a filter from an Adhoc Query

Note: This Procedure is based on an open ‘Adhoc Query’ Page with a filter applied.

  1. To remove a filter applied using the Column Header controls or the Column Text Filters:
  2. To remove a filter applied using the Filter Builder:

Export an Adhoc Query to Microsoft Excel

  1. Select one of the main menu options Compliance, Risk, KRI, (Events), Registers, Contracts or (Control Inventory).

  2. Choose a query from within that menu Adhoc Queries section.

  3. The ‘Adhoc Query’ Page for your selection is displayed.

  4. If you only want to export specific records, apply a filter to the Record List using either the Column Header controls 2 or the Filter Pane 4.

  5. Click the ‘Export to Excel’ icon 7 to export the list of Records as a Microsoft Excel file.

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