Search for Requests

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The Search feature lists existing Requests in ATIPXpress. To find a Request, enter a keyword related to the Request you are searching for. The Search screen displays every Request that contains your search criteria.

For example, if you have used a wild card character such as "2013*" in the Request # field, all Requests with a Request number beginning with "2013" will populate. The asterisk symbol "*" represents ā€œmissingā€ information.

The Search feature looks for objects that contain the search word in the file contents or custom fields. In the search field, enter a search string related to the object, such as the Request or Requester name, then click Search. The search string does not need to be a whole word. You can truncate the word by using an asterisk.

For example, when you search for data in ATIPXpress with the search string specific*, you will find the required data named "Technical Specification", because the title contains the string searched for.

There are two search functions: Search and Advanced Search. You can use advanced search criteria by selecting Advanced Search and displaying additional search fields. With advanced search, you can specify search criteria for the Request you are looking for. The more search criteria you use in the advanced search, the more likely you are to find the Request. Using this method, you can prevent the search from returning too many results.

Basic Search Rules

The basic rules for using full-text search are:

  • Search is not case-sensitive, so you can type your search in uppercase or lowercase characters.

  • You may search for any combination of letters (a-z) and numbers (0-9).

  • Punctuation marks such as the period, colon, semicolon, comma and hyphen are ignored during a search.

Wild Card Searches

ATIPXpress provides a way to explore the contents of the Request and Request attachment using user-defined queries. For example, users can search for the word "ATIP" in every Request and Request attachment that contains it. After searching, all references to the word will be listed in the search results.

You can search for a Request by entering a keyword or Request/Sub-Request description related to the Request you are searching for, then clicking Search. The Search screen will display every Request containing your search criteria.

Wild Card Searches can also be used to search for a complete phrase. For example, the query *administrative appeal* will find the Requests that exclusively contain the phrase "administrative appeal."

Alternatively, the following search combination can be used to find the same phrase:

* administrative * appeal * all requests with "* administrative *" followed by "* appeal *"
* appeal * administrative * all requests with "* appeal *" followed by "* administrative *"

Steps to Search Requests

  1. Click Requests > Search Requests to display the Search screen as shown below.

NOTE: Wild When searching for Requests, it is recommended to enter the Request number (if you remember) as this will result in a more precise search.

  1. Enter relevant search criteria in the available fields, as described below.

  2. Click Search.

Field

Description

Search Criteria

Request #

The unique number assigned to a Request.

Request Type

Select the Request Type from the drop-down menu. Options include All, Appeal, Consultation, ATIP, ATIP/PA, Litigation, and PA.

Requester

Requester search criteria includes First Name, Last Name, Organization, Category (Commercial Organization, Educational or Non-Commercial Scientific, Federal Government, News Media and Other), Delinquent (N/A, No, Yes), Email, Address, City, Country, State, and PAL Requester.

Description

The Request description combined with two checkbox options: Search in Request Attachment and Search in Sub Requests.

Action Office

The Action Office associated with the Request. Use the browse button to locate and select an Action Office.

Request Status

Select one or more of the following Request statuses:

All, All Hold Requests, All Open Requests, All Overdue Requests, All Overdue Requests (Includes On-Hold), Amended, Assigned, Closed, Delivery Failed, Delivery Pending, Disposition Accepted, Documents Added, Documents Added to Review Log, Documents Delivered, On Hold-Fee Related, On Hold-Need Info/Clarification, On Hold-Other, Perfected, Received, Request for Docs Sent, Review Pending, Review Approved, or Review Disapproved.

Request Owner

Filter by Personal Information (First Name, Last Name, Email) and User Information (Login, Action Office, Group).

Search in Request Attachment

Include Request attachments in Requests being searched

Search in Sub Requests

Include Sub Requests in the Request search

Requests Assigned To

Action Office (User)

The Action Office associated with the Request.

Assigned to User

Select one of the two following options:

  • Assigned User

  • Primary User

Select the Include Inactive Users checkbox to also include Requests assigned to or primarily used by inactive users in the search results.

User Group

The Group the User has been assigned to.

User

User search has two different search options:

  • Personal Information (First Name, Last Name and Email)

  • User Information (Login, Action Office and Group)

Advanced Options

Field

Additional field to narrow search results. Select an available field from the drop-down menu.

Operator

Includes characters such as =, <, >, <=, >=, <>, Contains, Does Not Contain.

Value

Enter a value corresponding with the selected Field and Operator fields.

NOTE: If needed, additional search filters are available under Advanced and Custom Fields. To add Advanced Search filters, click Advanced to expand the Advanced search filters, click Add new filter to display Advanced Search fields, select a Field and Operator, and then enter a Value. Multiple filters can be added. After clicking Search, the search results displays in the Requests View section at the bottom of the Search screen. Users can open a Request by double-clicking on the Request, or clicking the Request Number link.