1. The Department Term Summary search page displays.
2. Enter the Search Criteria:
   • Institution: Enter the institution (e.g. WA030), or use the look up.
   • HCM Department: Enter the HR Department value (e.g. 98718), or use the look up. HR Department values are tied to the employee’s job data record, as seen in the Position/Job Summary section in Maintain Faculty Workload.
   • Term From: Enter the term.
   • Term To: Enter the same term as entered above.
3. Select Search.
4. Search Results display.  The results returned will be sorted in order by Department, Empl ID and Term.
5. Search criteria can be changed (different departments, different terms), and changes will be reflected in the search results once the Search button is selected.

The process to search for a single department and term is now complete.

1. From the Department Term Summary search section, enter the Search Criteria:
   • Institution: Enter the institution (e.g. WA030), or use the look up.
   • HCM Department: Enter the HR Department value (e.g. 98718), or use the look up. Select the plus (+) symbol to add additional rows (e.g. 98720).  HR Department values are tied to the employee’s job data record, as seen in the Position/Job Summary section in Maintain Faculty Workload.
   • Term From: Enter earliest term in the range (e.g. 2157) or use Look Up.
   • Term To: Enter the latest term in the range (e.g. 2163) or use Look Up.
2. Select Search.

3. After selecting Search, the results returned will be sorted in order by Department, Empl ID and Term.
4. Search criteria can be changed, (different departments, different terms) and changes will be reflected in the search results once the Search button is selected.

The process to search on multiple departments and terms is now complete.

1. To download the search results and open in Excel, select the Grid Action Menu icon.
2. Choose option Download to Excel.
3. Navigate past any pop-up blockers if applicable.
4. A message appears asking what you want to do with the ps.xls file.  Select Open.  You may have different views/options depending on your browser.
5. The system will open Excel and a Microsoft Excel message window will appear asking you to verify that the file is not corrupted and is from a trusted source.  
6. Select the Yes button.

7. Selecting 'yes' will open the search results in Excel where it can be reformatted and saved to your local drive using whatever naming convention is desired.

1. For users who prefer to have their Search Results display in a different column order or sort order, using the 'Personalize' option will provide tailored output.  Personalized output will retain its formatting when exported to Excel.
2. Select the Grid Action Menu icon.
3. Select Personalize.
4. The Grid Customization pagelet displays.
5. In the Personalize Column and Sort Order section there are two boxes.  The first box controls the Column Order.  
6. Select a field in the Column Order box (e.g. Empl ID).
7. Use the Up and Down arrows between the two boxes to move the field to up or down in the Search Results display.
8. Select the Hidden check box if there is a field you do not want displayed in the Search Result.
9. Selecting the Frozen check box will lock a field heading from allowing a re-sort when output is displayed.
10. Select a field in the Column Order box (e.g. Empl ID).
11. Use the Right arrow to copy the field to the Sort Order box.
12. To select secondary sort order criteria, select another field in the Column Order box.
13. Use the Right arrow to copy the next field to the Sort Order box.
14. Use the Up and Down arrows to the right of the Sort Order box to change the primary and second fields used for sorting output in the Search Results display.
15. Select the 'Descending' check box if there is a desire to sort the values in a particular field in descending rather than ascending order in the Search Result.
16. Selecting the 'X' will remove a field from the Sort Order box.
17. Select Preview to see a sample of how the new Search Result will display.
18. The Preview displays below the criteria.  Notice the column and sort order has updated.
19. Make additional changes if needed.
20. Select the OK button to apply updates.
21. The updated view displays.
22. The process to personalize the search results is now complete.

End of procedure.