When searching for a specific candidate or group of candidates you can use the “Advanced Search” fucntion.
1. Select the ‘Show Advanced Search’ feature to reveal further search options.
2. This feature will show the following search parameters, all of which can be specified:
3. Status – By clicking on the drop-down menu of the Status menu you can select one or more statuses you wish to view (note: those listed below may not all be available to you).
Candidate first name & Candidate surname – This allows you to search for a specific candidate name, using the full name or partial name search.
Alerts – This allows you to narrow down the search according to whether or not the case has any alerts. For example, if you select “yes” then this will only show the cases which have incurred alerts.
Level - By clicking on the drop-down menu for the Level menu you can select one or more levels you wish to view.
Unit & Sub-Unit – If you have units and/or sub-units created, by clicking on the drop-down menu for either unit or sub-unit you can select one or more unit / sub-unit combinations you wish to view.
Cost Centre Code & Line Manager – This allows you to search for a specific cost centre code or line manager: again, partial search is available. These fields can also be changed and customized to suit your requirements.
Note: The labels of these fields are generic and may be different if you have requested the fields be labelled as something different.
Date Requested, Date Received, Date Due & Date Completed – All of these allow you to narrow down your search to a specific date range. You can either select the date parameters using the date selection window or use the pre-set selections (Last 7 and Last 30 days) and select “Apply”.
4. When you have selected all the search parameters, click “Search” to show the results.
Creating Search Strings
Within the Advanced search, you can create your own tailored search strings.
1. Once you have set your requirements, you can save the search string for future use by giving it a name and selecting ‘Save’. For more information, please refer to section 11 above.
2. Saved search strings will then appear in the drop-down menu on the left of the toolbar.
3. Selecting the ‘Make Default’ checkbox, will set the saves search string as the default view.
4. You can also delete the save search string at any time by selecting the ‘Delete’ option.
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