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.
- Select a Search Type. See the Search Type section for more information.
Note: To set the selected search type as the default, click Set.
- Enter search criteria in the Search Criteria field.
- Press Enter on the keyboard to conduct the search.
- Double-click on an entry in the grid to navigate to the Order > Summary page.
The Search Type field defines the type of results that will appear as a result of the search criteria.
|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.
|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.
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