Tips and Tricks

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Using the Selection Criteria Screen

How do I use the selection criteria screen?

The Selection criteria screen can be bought up using the selection criteria icon on the side toolbar or simply by clicking on the relevant module button. Detailed description of selection criteria within each module can be found below:

• Projects (Grants)
• Postgraduate (Students)
• Publications
• Ethics

Can I save my selection criteria?

It is possible to save frequently used selection criteria or complex selection criteria by clicking on the Save button at the bottom right-hand side of the selection criteria screen. This will allow you to save the selection criteria in a directory of your choosing.

To retrieve a previously saved selection criteria, simply click on the Retrive button

Please note: It is recommended that you save your selection criteria in a folder on your server or location other than the location RM will default to. This default area (C:\RM4) is often overwritten when RM Support pushes out upgrades or new reports and any selection criteria you've saved there may be overwritten.

I can't find the record I'm looking for.

There are a number of reasons why a record may not appear on your control desk. The following are a few of the most common reasons.

By default ResearchMaster will only display current records. You can widen your search by selecting "ALL" on the Current Record? criteria.

Use the Clear Criteria button on the Selection Criteria screen before starting a new query. This will ensure that previous criteria does not interfere with the new query.