SWS - Searching & Reviewing Documents

Document Review Menu

When searching for and/or reviewing any inventory or purchase documents within SWS, such as requisitions, cost transfers, issues, etc., navigate to the Document Review Menu as this menu has multiple ways of searching and filtering for documents.

  • Select the Document Review Menu from the navigation bar at the top of SWS.
  • Select Inventory or Purchase, depending on what type of document you are searching for.
  • Each header from either home page has ascending/descending values. Select the header name to change these values, such as alphabetical A-Z or Z-a, or numerical, such as 1-100 or 100-1.
  • Some headers have drop-down menus that can be selected; several options are available to select from.
  • Some headers have blank fields where text or characters can be entered. Enter text or characters in a blank field and hit Enter on your keyboard to perform your search.
  • Some headers have magnifying glasses next to the text field. Select the magnifying glass to open an additional search window to narrow down your search.
  • Select the document line directly to open that document for review.

 

 

To review images or save/download/print a copy of this Job Aide, please select the pdf attachment.