Merge pull request #120 from GSA-TTS/lh/search-updates

Lh/search updates

src/_collections/resources/search/01-basic-search-filters.md

@@ -0,0 +1,6 @@
+---
+tags: resources, search
+header: Basic search filters
+description: Learn about the FAC’s basic search filters and how to use them.
+link: 'search-resources/filters'
+---

src/_collections/resources/search/02-advanced-search-filters.md

@@ -0,0 +1,6 @@
+---
+tags: resources, search
+header: Advanced search filters
+description: Learn about the FAC’s advanced search filters and how to use them.
+link: 'search-resources/advanced'
+---

src/search-resources/advanced.md

@@ -0,0 +1,76 @@
+---
+layout: home.njk
+title: FAC advanced search resources
+meta:
+  name: FAC advanced search resources
+  description: Find resources and instructions for using the advanced search tool from the FAC.
+---
+
+# Advanced search filters
+
+The FAC has two search modes: [basic](https://app.fac.gov/dissemination/search/) and [advanced](https://app.fac.gov/dissemination/search/advanced/). Advanced search currently has more than a dozen search filters and is best for audit resolution officials in need of specific data sets.  These filters combine with each other to narrow down search results. It’s possible to combine filters and get no results.
+
+**Example:** If you search a range of 8/1/2023 to 8/15/2023 for “FAC acceptance date,”  plus a specific UEI, you may not get any results because that entity didn’t submit in that specific date range.
+
+Many of the filters available via advanced search are the same as [the basic filters]({{config.baseUrl}}search-resources/filters). The filters unique to advance search are:
+
+- [Assistance Listing Number (ALN/CFDA)](#assistance-listing-number-alncfda)
+- [Cognizant or oversight](#cognizant-or-oversight)
+- [Audit findings](#audit-findings)
+- [Direct funding](#direct-funding)
+- [Major program](#major-program)
+- [Passthrough name](#passthrough-name)
+
+### <a name=assistance-listing-number-alncfda></a>Assistance Listing Number (ALN/CFDA)
+
+We support search of both agency ALNs and ALNs plus program numbers. Your list can contain a mix of both, or you can search for just one or the other.
+
+Enter one number per line.
+
+> **Example**: If you enter `93`, the system will return all submissions that contained a federal award from agency number 93 (HHS).
+
+> **Example**: If you enter the ALN plus program number `93.778`, the system will return all audits that contained a federal award issued from agency 93 (HHS), program 778 (Medical Assistance Program).
+
+> **Example**: If you enter `93` on one line, and `20.600` on another, the system will return all submissions that contained an award for HHS, and all awards that included funding from ALN 20.600. 
+
+### <a name=cognizant-or-oversight></a>Cognizant or oversight
+
+This filter looks at which agency is the cognizant or oversight agency for an entity and can be used in multiple ways.
+
+To see all audits with a specific reporting agency, leave the dropdown menu set to "Either" and enter a specific agency number in the text field. To narrow down the results, select "cognizant" or "oversight" from the dropdown.
+
+You can also use the dropdown menu while leaving the text field blank. If you select "cognizant" without entering an agency number, the results will only include audits with a cognizant agency and not those with an oversight agency. There will be a mix of agencies represented as the cognizant.
+
+> **Example**: If you leave the dropdown on “Either” and enter `93`, you will get back all submissions that have agency number 93 (HHS) as their cognizant or oversight agency.
+
+> **Example**: If you select “Cognizant” from the dropdown and enter `93`, you will only get submissions that have agency number 93 (HHS) as their cognizant agency.
+
+### <a name=audit-findings></a>Audit findings
+Select which type of findings you want to see. If you select any option from this list, only audits with findings will appear in your results.
+
+Checking “Any findings” will return submissions with findings of any type.. 
+
+The more types of findings you select, the narrower your results will be. However, if you keep “Any findings” checked and check another type, the “Any findings” will overrule the more specific types.
+
+### <a name=direct-funding></a>Direct funding
+Using this filter narrows results to only those audits with direct or passthrough funding. To find audits that received one type of funding or the other from a specific agency, use this filter in combination with the ALN filter.
+
+> **Example**: If you select “Direct funding” and enter `93` in the ALN filter, you will get back all submissions that received direct funding from agency number 93 (HHS).
+
+### <a name=major-program></a>Major program
+This filter narrows results to those audits that did or didn’t receive money from a qualifying major program. To find only audits that received major program funding from a specific agency, use this filter in combination with the ALN filter.
+
+> **Example**: If you select “Y” and enter `93` in the ALN filter, you will get back all submissions that received major program funding from agency number 93 (HHS).
+
+### <a name=passthrough-name></a>Passthrough name
+Enter one word per line.
+
+This filter looks at awards listed as passed through to a subrecpient and the recipient of those awards.
+
+At this time, the FAC matches whole words, not parts of words. The terms “school” and “schools” are not the same.
+
+The search ignores the capitalization of words. The terms “school,” “School,” and “SCHOOL” are all the same.
+
+Enter one word per line.
+
+**Example:** If  you are looking for a school, you might use the word “SCHOOL” as a part of your search. This will find “Ripley School District of Oklahoma,” but it will not find “Sand Creek Community Schools.” To find both, you would enter “SCHOOL” on one line, and “SCHOOLS” on the next.

src/search-resources/filters.md

@@ -1,25 +1,30 @@
 ---
 layout: home.njk
-title: FAC search resources
+title: FAC basic search resources
 meta:
-  name: FAC search resources
+  name: FAC basic search resources
   description: Find resources and instructions for searching single audit data.
 ---
 
-# Search filters
+# Basic search filters
 
-The FAC search currently has seven search filters that combine with each other to narrow down search results. It’s possible to combine filters and not return any results.
+The FAC has two search modes: [basic](https://app.fac.gov/dissemination/search/) and [advanced](https://app.fac.gov/dissemination/search/advanced/). Basic search has eight search filters and is best for users wanting to confirm their submissions are complete. These filters combine with each other to narrow down search results. It’s possible to combine filters and get no results.
 
-> **Example**: If you search a range of 8/1/2023 to 8/15/2023 for “FAC Release Date,”  plus a specific UEI, the system won’t return any results because we didn’t collect or release any audits between August 1st and August 15th. Even if the UEI exists, this combination of filters won’t return any results.
+> **Example**: If you search a range of 8/1/2023 to 8/15/2023 for “FAC acceptance date,”  plus a specific UEI, you may not get any results because that entity didn’t submit in that specific date range.
 
-The seven filters currently available are:
+The eight filters currently available are:
+- [Audit year](#audit-year)
 - [UEI or EIN](#uei-or-ein)
-- [Assistance Listing Number (ALN/CFDA)](#assistance-listing-number-alncfda)
 - [Name (entity, auditee, or auditor)](#name-entity-auditee-or-auditor)
-- [Audit year](#audit-year)
 - [FAC acceptance date](#fac-acceptance-date)
-- [Cognizant or oversight](#cognizant-or-oversight)
 - [State](#state)
+- [Fiscal year end month](#fiscal-year-end-month)
+- [Entity type](#entity-type)
+- [Report ID](#report-id)
+
+### <a name=audit-year></a>Audit year
+
+This filters on the submission’s audit year. If you leave it blank, the system will return results from all audit years; if you check one, it limits your results to the selected year(s) only. FAC data goes back to 2016.
 
 ### <a name=uei-or-ein></a>UEI or EIN
 
@@ -29,18 +34,6 @@ The FAC searches for all of the UEIs or EINS you enter; the system will ignore a
 
 > **Example**: If you enter only `RHVRCYWNTFX3`, the system will return a single audit for Clinton County. If you add a second line, and enter `UVLVR8CN2FM4`, the system will return two results, one for Clinton County and one for Santa Cruz County.
 
-### <a name=assistance-listing-number-alncfda></a>Assistance Listing Number (ALN/CFDA)
-
-Enter one number per line.
-
-The system supports search for both ALNs and for program numbers. Your list can contain a mix of both, or you can search for just one or the other.
-
-> **Example**: If you enter the full ALN `93.778`, the system will return all audits that contained a federal award issued from agency number 93 (HHS), program 778 (Medical Assistance Program).
-
-> **Example**: If you enter `93`, the system will return all submissions that contained a federal award from agency number 93 (HHS).
-
-> **Example**: If you enter `93` on one line, and `20.600` on another, the system will return all submissions that contained an award for HHS, and all awards that included funding on ALN 20.600. 
-
 ### <a name=name-entity-auditee-or-auditor></a>Name (entity, auditee, or auditor)
 
 Enter one word per line.
@@ -51,10 +44,6 @@ The system ignores the capitalization of words. The terms “school,” “Schoo
 
 > **Example**: If  you are looking for a school, you might use the word “SCHOOL” as a part of your search. This will return “Ripley School District of Oklahoma,” but it will not return “Sand Creek Community Schools.” To get both, you would enter “SCHOOL” on one line, and “SCHOOLS” on the next. 
 
-### <a name=audit-year></a>Audit year
-
-This filters on the submission’s audit year. If you leave it blank, the system will return results from all audit years; if you check one, it limits your results to the selected year(s) only. Historical audits from Census will be available in early 2024.
-
 ### <a name=fac-acceptance-date></a>FAC acceptance date
 
 Historically, this used to be FAC Release Date.  The current FAC system accepts and releases the single audit data immediately upon final submission by the auditee.
@@ -65,14 +54,18 @@ If you enter only a start date, the system will return all audits accepted after
 
 If you enter only an end date, the system will return all audits accepted before that date.
 
-### <a name=cognizant-or-oversight></a>Cognizant or oversight
+### <a name=state></a>State
+
+Use the dropdown menu to select the state whose audits you'd like to see.
 
-To filter by cognizant or oversight agency, you must select which you are looking for as well as enter the federal agency number. 
+### <a name=fiscal-year-end-month></a>Fiscal year end month
 
-If you select cognizant or oversight but don’t enter an agency number, the system won’t return any results. 
+Use the dropdown menu to select the end month of the auditee’s fiscal year.
 
-If you enter an agency number but don’t select cognizant or oversight, the system won’t return any results.
+### <a name=entity-type></a>Entity type
 
-### <a name=state></a>State
+Select the type of entity you would like to return. You can select as many options as you’d like, or leave this filter blank.
 
-Use the dropdown menu to select the state whose audits you'd like to see.
+### <a name=report-id></a>Report ID
+
+If you know your report ID, you can enter it here to search the system. FAC report IDs generally look like `2022-06-GSAFAC-0000012345` for audits submitted directly to the new GSA FAC or `2022-06-CENSUS-0000123456` for historical records migrated from the Census FAC.