DH Order - Search

Overview

Updated 07/07/2021

The DH (Direct Hire) Order > Search section allows users to search and select DH 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 this 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 int he grid to navigate to the DH 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 a DH 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.

Navigate Between Recently Viewed DH Orders

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

User the Current DH Order field to navigate between recently viewed DH 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 corner of the window to display the Field Chooser window.

 

Field	Description
Branch	The agency branch with which the order is associated.
CandidateCount	The number of candidates available for this order.
Customer Name	The name of the customer associated with this order.
Date	The date the order was entered into the system.
Dept. Name	The customer department to which the order is associated.
Fee	The markup fee associated with an order.
FeeMax	The maximum fee that can be applied to an order.
FeeMin	The minimum fee that can be applied to an order.
Job Category	The skill category associated the DH Order.
Job Title	The name of the position filled by the order.
Order ID	The ID assigned to a specific order.
Order Status	The status of an order based on its availability.
SalaryMax	The salary max associated with a given DH order.
SalaryMin	The salary min associated with a given DH order.

Search Option Panel

The Search Option Panel on the far-right off 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

The Only Show section limits returned search results to show contacts that have a specific status, have a specific type, belong to a specific branch or are limited to the specific user's DH 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 DH Order attached to a specific branch.
My User	Obtain results isolated to your user only.

 

Options can be combined to search for contacts with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for DH Orders with a particular status or branch.

 

 

 

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 Action section provides options to print or export the search results. Once the search results have been generated, the results can be sent to a printer as an image or exported into a Microsoft Excel file.

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 Option tab on the right-hand side of the page. Search Options override standard search parameters. 

 

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