Bethan Lister

How to search for data

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Silverbeck Energy Services: documents logo Silverbeck Energy Services: documents · How to search for data

New user unsure how to search for work orders in search interface. Guided through search process; data terminology in brain may differ from source systems.

Priority normal

What happened

What this says

Current to 11 Oct 26

New user unsure how to search for work orders in search interface. Guided through search process; data terminology in brain may differ from source systems.

Problem: Oliver Kirkby new to system, unsure how to search for work orders using the search interface. Data terminology mismatch between source systems and brain.

Handling: Support guided through search process and identified that terminology in brain differs from what customer uses internally. Resolved via training and guidance.

Watch: Onboarding could be improved with better documentation of field naming and search mechanics.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelchat
First response (min)421
CSAT1
Helpdeskmade from

Trail

  1. Oliver Kirkby
    created · Oliver Kirkby 16 Dec 2025 08:39
    Just got access and trying to run my first search. I can see the search box but I'm not sure what to type in to find work orders. Bit lost on how to get started, any guidance?
  2. Bethan Lister
    public_reply · Bethan Lister 16 Dec 2025 15:40
    Hi Oliver, thanks for reaching out. Just so I've got this right, you want to search for work orders but you're not sure what to enter. Can you try typing the client name or project number and tell me what you see?
  3. Oliver Kirkby
    public_reply · Oliver Kirkby 17 Dec 2025 09:05
    I tried that but nothing came up. I'm entering the data we use in our other systems but it's not matching anything.
  4. Bethan Lister
    status_change · Bethan Lister 2 Jan 2026 17:13
  5. status_change · 6 Jan 2026 23:59
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