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Intermediate Certificate on pass

Global Search Skills

Search results, AJAX search, and finding records quickly.

3 lessons 40 min 5-question assessment 70% to pass
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What you’ll learn

  • Explain the operational control purpose behind global search skills
  • Configure tenant settings, defaults, notifications, and user profiles
  • Handle user lifecycle events, service health jobs, and log cleanups
  • Prepare and import standard templates, tickets, and search configurations

Course content

3 lessons · 40 min of reading
01
Lesson 1 of 3 Reading 12 min

Search query inputs

Global Search Skills focuses on using global search tools, AJAX search indexing, and filtering records quickly. In AWRA, administration and platform settings are key to organizing workflows, configuring user lifecycles, and ensuring system service health.

The main objective is operational efficiency. Admins should know how to establish standard settings, delegate roles, design notifications, and monitor queue jobs.

In practice, a sales lead types a customer name, reviews AJAX dropdown matches, and clicks to open the invoice directly.

Search optimization path

1

Input

Type search terms (name, ID, SKU) into global bar.

2

Index

AJAX index filters database records instantly.

3

Triage

Review matches across modules (sales, assets, users).

4

Navigate

Click to open record details directly from search.

Control model

  • Tenant configurations should remain consistent across branches.
  • User profiles and lifecycles require strict status updates.
  • Service health monitoring prevents data synchronization issues.
  • System templates and log reviews support ongoing audits.
02
Lesson 2 of 3 Workshop 14 min

Analyze search hits

The operating routine is to audit search indexing, manage AJAX dropdown lists, configure search scopes, and filter records. This keeps settings updates structured and ensures dependencies are validated before applying changes.

Before taking action, check search indexes status, query speed, search scope rules, result categories, and user permissions. These steps confirm that updates match configuration rules and do not affect active module functions.

An administrator can verify active settings or inspect jobs directly from indexes, dashboard catalogs, or email SMTP connection test blocks.

Search result guide

Signal Check Action
Search result missing Check data indexing state Rebuild search index files
Slow search response Check query complexity parameters Optimize AJAX search index settings
Search scope too wide Review search filter rules Restrict search scopes by user permissions
Incorrect search route Check target URL mapping Correct target navigation links

Response decisions

  • Set settings locks to prevent unauthorized updates.
  • Schedule notifications and digests to minimize noise.
  • Run template validation checks before bulk imports.
  • Escalate job failures or database errors immediately.
03
Lesson 3 of 3 Practice 14 min

Index database entries

Platform and configuration actions should leave proof. Useful evidence includes search index health, query log parameters, click histories, and search settings files, which helps track setup revisions, import counts, and system health status.

Management should review configuration patterns: repeated user lockouts, high queue processing times, or settings override requests often point to training or scaling needs.

In practice, closure means search queries execute instantly, indexing is verified, and database records are easily searchable.

Global search checklist

Search index is built
AJAX dropdown is active
Search scopes are set
Role permissions are checked
Query speed is validated

Platform proof

  • Maintain a history log of all tenant setting updates.
  • Verify import validations to confirm column alignments.
  • Audit search speeds and log directories on a set cadence.
  • Confirm failed jobs are retried or archived with comments.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

Take the assessment

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