Order - Search

Overview

Updated 07/07/2021

The Order > Search section allows users to search and select orders that match specific search criteria and filters. 

Perform a Search

This set of instructions advises how to perform a search. For additional search configurations, see the Field Chooser and Search Option sections. 

1. Select a Search Type. See the Search Type section for more information.
   Note: To set the selected search type as the default, click Set. 
   
   
   
   
2. Enter search criteria in the Search Criteria field. 
   
   
   
   
3. Press Enter on the keyboard to conduct the search.
   
   
4. Double-click on an entry in the grid to navigate to the Order > Summary page. 

Search Type

The Search Type field defines the type of results that will appear as a result of the search criteria. 

Field	Description
Customer Name	The name of the customer attached to an order.
Order ID Search	The unique ID assigned to the order.
Customer ID	The unique ID assigned to a customer.
External ID Search	Identification number assigned to an order by an external entity.
Entered By	The name of the user who entered the order information.
Record Type	The type of record (processed or unprocessed) designating the order.

Navigate Between Recently Viewed Orders

The Current Order field displays the Order that was last viewed in the Summary section. A list of all recently viewed orders in the current session of the Core application are listed in the Current Order drop-down menu. 

User the Current Order field to navigate between recently viewed orders.

Field Chooser

The Field Chooser allows users to select which columns of information display in the search grid. See the table below for descriptions of each column. 

 

Click the field chooser icon, , in the upper-left hand corner of the window to display the Field Chooser window. 

 

Field	Description
Bill Rate	The hourly dollar amount at which the order is billed.
Branch	The agency branch with which the order is associated.
Customer Name	The name of the customer associated with this order.
Date Entered	The date the order was entered into the system.
Dept. Name	The customer department to which the order is associated.
End Date	The date the order will expire.
Entered By	The name of the person who entered the order.
Job Title	The title of the position being fulfilled by the order.
Order ID	A unique identifier associated with the order.
Order Status	The current status of the order - filled, unfilled, open, etc.
Order Type	A categorization of the order - temporary, permanent, etc.
Pay Rate	The hourly dollar amount paid to the position.
Placed	The number of positions filled in the order.
Record Type	The order's type of record - processed or unprocessed.
Required	The number of positions needed to complete the order.
Shift Name	A descriptive name for the specific shift being filled - First, Second, Overnight, etc.
Short Name	A descriptive nickname given to the order - Warehouse, Office, etc.
Start Date	The day the position begins work.
State	The state where the position is located.
WorkSiteAddress	The address where the position is located.

Search Option Panel

The Search Option Panel on the far-right of the screen offers additional search filtering options. Options set here will override standard search parameters. 

The Search Option Panel has three sections of options: Only Show, Standard Search, and Action.

 

 

 

Only Show Section

The Only Show section limits returned search results to show orders that have a specific status, have a specific type, belong to a specific branch or are limited to the specific user's orders. Once a selection has been made, the search returns results that only match the selected option.

 

Field	Description
By Status	Isolate your results to only a specific status.
By Type	Isolate the results by type.
Branch	Search for only orders attached to a specific branch.
My User	Obtain results isolated to your user only.

 

Options in this section can be combined to search for orders with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for orders with a particular status or unassigned users.

 

 

Standard Search Section

The options under Standard Search provide descriptions for advanced searches. Advanced Searches must still be set, otherwise the grid will appear blank. For more information on setting Advanced Searches, see the Actions Menu - Advanced Search article. 

 

Double-click on the search in the Description section to run and launch a separate window with the search results. 

Action Section

The Actions section provides print and export options. Once search results have been generated, the results may be sent to a printer as an image or exported in Microsoft Excel format. 

Field	Description
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Search Result	Sends the search results to the computer's default printer.
Export to Excel	Prompts the computer to open the search results in Microsoft Excel.

 

 

Troubleshooting

If search results are not generating as expected, check the configuration behind the Search Options tab on the right-hand side of the page. Search Options override standard search parameters. 

 

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